Investment Advisor

**Full job description** Role Description: INVESTMENT INSURANCE Advisor **NOTE: PLEASE ANSWER ALL BELOW QUESTION ASKED BY COMPANY BEFORE APPLY** This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable...

Job Description:Provide advisory services to high net worth individuals, focusing on equity, currency, and commodity markets. Manage a portfolio of large customers with significant investment capacity.Develop strong relationships with business associates, including partners, franchisees, and independent financial advisors, to increase business scalability...

_We are looking for Investment Officer for one of the top Broking firms in the country. It is headquartered in Kolkata and has two offices in Mumbai. _ **Qualification -** Graduate / Post Graduate in the Accounts or Financial stream. **Preferred Experience** - **Experience in Investment field with knowledge of all classes of investment with a minimum of...

Financial Solutions AdvisorJob Overview:A Financial Solutions Advisor plays a vital role in collaborating with Relationship Managers to maintain and develop their wealth management business.The key responsibilities of a Financial Solutions Advisor include:Wealth Management Strategy:Support Relationship Managers in creating comprehensive financial plans for...

About the JobWe are seeking a highly motivated and financially skilled student intern to join our team as an Investment Analyst. This is an extraordinary opportunity for self-driven individuals with an eye for investment advisory.

**Roles and responsibilities**: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as per...

**Advisor JD** **Roles and responsibilities**: - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. - To keep abreast with market knowledge and market intelligence - Responsible to ensure all activities are in...

1. Handling Incoming and outbound calls. 2. Working towards converting the potential clients to our clients by providing them with detailed information & solving their queries. 3. Build Relationships with existing as well as future clients 4. Partake in strategizing new initiatives for growing business with a quantifiable end product. 5. For working on...

**Services**: - **Residential Developments**: Offering a range of housing options from affordable apartments to luxury villas, designed with an emphasis on aesthetics, functionality, and sustainability. - **Commercial Real Estate**: Developing state-of-the-art office spaces, retail outlets, and business parks that cater to the evolving needs of businesses...

_**Understanding Clients Financial needs.** **Determine Clients expenses, Level of Income, Insurance Coverage, Financial Objectives and Goals, Tax Status and Risk Tolerance and answer clients questions and address concerns**_. **Job Types**: Full-time, Fresher **Salary**: ₹19,000.00 per month **Benefits**: - Paid sick time - Provident...