Senior Financial Advisor
1 day ago
Job Specifications
Role Designation: Sr. Advisor
Department: PCG
Function: Advisory
Company: MOFSL
Reporting to: Group Advisory Leader-PCG
Location: Hyderabad, Bangalore, Ahmedabad, Chennai, Mumbai
Job Purpose
Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment. Must have strong client base.
Key Deliverables
- Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner
Role & Requirements
Educational Qualifications: Graduation in any discipline, MBA Finance, NISM VIII(mandatory) Experience: 4+ Years in Financial Markets
Domain Knowledge: Understanding of capital markets
IT Skills: MS Office
-
Financial Advisor
2 weeks ago
Hyderabad, Telangana, India Elworthy Financial Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob descriptionJoin the team of an Australian-based company providing office management services for small to medium- sized businesses.Our CLIENT is a Financial planning company based in Australia. He is initially looking for an assistant to an adviser who can assist with daily administrative tasks, with the view to moving into a paraplanner and/or financial...
-
Financial Advisor For Australia
5 days ago
Hyderabad, Telangana, India Tech Solutions Full time AU$ 60,000 - AU$ 1,20,000 per yearDO NOT APPLY FOR THIS JOB:a) IF YOU CAN NOT SIGN 2-YEAR CONTRACTb) IF YOU CAN NOT SUBMIT YOUR ACADEMIC ORIGINAL CERTIFICATESJob description:Join the team of an Australian-based company providing office management services for small to medium-sized businesses.Our CLIENT is a Financial planning company based in Australia. He is initially looking for an...
-
Financial Advisor
2 weeks ago
Hyderabad, Telangana, India Avant Garde Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCultivate and manage investment relationships with clientsServe as the primary advisor, building trust and offering tailored guidanceEnhance client connections through personalized investment solutionsExpand client base by leveraging market insights and active engagementDrive product sales to suit client needsProvide timely market updates and expert...
-
Senior Financial Analyst
1 week ago
Hyderabad, Telangana, India Alt. Investments Full time ₹ 12,00,000 - ₹ 36,00,000 per yearSenior Financial AnalystAbout Alt. InvestmentsAlt. Investments is India's leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns, structured...
-
Equity Advisor
1 day ago
Hyderabad, Telangana, India Samsiddhi Business Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Description Company name Geojit Financial ServicesPOSITION EQUITY DEALER/ EQUITY ADVISOR EXPERIENCE MIN 1 YEAR IN STOCK MARKET COMPANYLOCATION - HyderabadSKILLS Should have worked as Equity dealer or Advisor . They have to book share orders on behalf of clients.The dealers are employees who play a link between the customer and the stock exchange . They...
-
Investment Advisor- PMS Distribution
1 week ago
Hyderabad, Telangana, India OngoleBulls Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Title: Investment Advisor – PMS Distribution (NISM XXI-A Certified)Location: Hyderabad, IndiaCompany: Ongolebulls Invest Pvt Ltd⸻About OngolebullsOngolebulls Invest Pvt Ltd is a next-generation, digital-first financial services company. Our offerings span mutual funds distribution, PMS, stock broking, currencies & commodities trading, bonds, and...
-
Senior Financial Analyst
1 week ago
Hyderabad, Telangana, India IntouchCX Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout the JobWe are changing the way people think about customer service, and we need your helpWe are seeking a Senior Financial Analyst to join our Finance team. Were looking for someone with the vision, experience and passion to make a tangible contribution to our entrepreneurial culture. The ideal candidate will have an analytical mindset and a drive to...
-
PCG Advisor Senior
1 week ago
Hyderabad, Telangana, India Dreams Solution Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Profile- PCG Advisor SeniorLocation-HyderabadJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity & Derivative portfolio.New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targetsKey Deliverables 1. Ensure timely advice to customers for Equity and...
-
Senior Financial Analyst
3 weeks ago
Hyderabad, Telangana, India, Telangana Alt. Investments Full timeSenior Financial AnalystAbout Alt. InvestmentsAlt. Investments is India’s leading real estate wealth management and private market investment platform, unlocking access to institutional-quality assets across commercial, residential, vacation rental, and greenfield projects. Built on precision and performance, Alt. delivers risk-mitigated returns,...
-
Agile Product Owner Senior Advisor
1 week ago
Hyderabad, Telangana, India Cigna Healthcare Full timePosition OverviewThe job profile for this position is Agile Product Owner Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.The Agile Product Owner Senior Advisor will be responsible to provide the "voice of the customer" at the Scrum team level working as part of Systems Integration team. This individual will utilize their strong...