Financial Advisor

We are hiring Position: Financial Advisor Location: Ernakulam - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain...

Client Advisor Job DescriptionWe are looking for a skilled Client Advisor to join our team. This role involves advising high net worth clients on equity and other financial products.The ideal candidate will have experience in managing large customer books and building strong relationships with business associates. They should also be able to provide deep...

Key Responsibilities:Deliver comprehensive wealth management services to high net worth individuals, addressing their personal and business banking needs, as well as insurance requirements.Achieve targets for product mix, ensuring a balanced portfolio that meets clients' expectations.Maintain 360-degree visibility into clients' financial and business...

Job Description:Advising Ultra High Net Worth Individuals (HNI) on Equity, Futures and Options (F&O), Currency and Commodities.Managing large customers with a book size of 25 lakhs and above.Building strong rapport with Business Associates (Franchisees, Intermediary Financial Advisers) to drive business scalability and quality servicing.Helping Business...

Job Title: Financial Business Development ExecutiveThe ideal candidate will have a strong understanding of the primary market and experience in recruiting and handling Independent Financial Distributors (IFDs).They will also have knowledge of investments products, including mutual funds, portfolio management services, and stock broking.Additionally, they...

Job Overview:Key Performance Indicators (KPIs): Quality CASA AcquisitionsTarget Customer Segments: High Net Worth Individuals and Business OwnersCore Competencies: Strategic Selling, Relationship Building, and NegotiationEssential Skills:Effective CommunicationProblem-Solving AbilitiesTime ManagementAdaptabilityResponsibilities:Drive business growth by...

Seeking a senior advisor to lead business development with high net worth clients and B2B partners. Key responsibilities include advising clients on investment products, building strong relationships, and driving business growth through market understanding and client-centric approach.Key ResponsibilitiesAdvise Ultra HNI clients on a diverse range of...

Insurance Sales Leadership RoleThe selected candidate will be responsible for managing a team of Financial Advisors to drive insurance sales.Key responsibilities include recruiting, training, guiding, and motivating the team to achieve individual and team sales targets.They will also provide regular updates on insurance products and sales processes, conduct...

Job Description\As a key player in our organization, you will be responsible for acquiring and onboarding franchisees, independent financial advisors, and remisiers. Your primary objective will be to build strong relationships with these partners and facilitate the seamless onboarding of their clients across various products.Acquisition of Franchisee, IFA...

Job TitleCluster Manager, Partner Franchisee AlliancesThe primary role of the Cluster Manager is to oversee the management of a team of Key Account Managers (KAMs), Equity Relationship Managers (ERMs), and Independent Financial Advisors (IFAs). The successful candidate will have experience in handling high-performing teams and will be responsible for...