Investment Portfolio Advisor

Company DescriptionICICI Prudential Life Insurance Company Limited (ICICI Prudential Life) is one of India's leading private sector life insurance companies. The company is dedicated to providing solutions that help secure families and achieve long-term financial goals through a range of products including term plans, wealth plans, child education plans, and...

Investment Counsellor - Branch Banking-BRANCH BANKING-Investment Counselors JOB DESCRIPTION ROLE: Investment Specialist – Branch Banking - Sales Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION: Branch Banking-Sales SEGMENT: CONSUMER BANK LOCATION: JOB DESCRIPTION Job Role• Manage financial planning...

A career as an Insurance Advisor in LIC of India (Life Insurance Corporation of India) can be both professionally rewarding and personally fulfilling, especially for individuals with good people skills, self-motivation, and a strong work ethic. Below is a comprehensive overview of the career: What is an Insurance Advisor in LIC?An Insurance Advisor (also...

Roles and ResponsibilitiesProvide financial advisory services, including investment advisory, portfolio management, and wealth management.Maintain accurate records of client interactions, sales activities, and performance reports.

Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt...

Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

**Experience:Minimum 3-5 years of experience in financial services sales and business development.Company Description**PrimeIdea Ventures, established in 2008, transforms the ways people invest in mutual funds and stocks by offering services that simplify analysis and selection. The company's skilled and experienced team has developed a system leveraging AI,...

Company DescriptionStock Market Class is an ISO 9001:2015 Certified Institute that provides live market training to participants. Our courses are designed to develop and enhance trading-investing skills, technical analysis, and options derivative trading techniques. We focus on conditioning workshops and classes on trading techniques for Forex, commodities,...

Company DescriptionHDFC Life is one of India's leading private life insurance companies, offering a wide range of individual and group insurance solutions. It is a joint venture between HDFC, India's leading housing finance institution, and abrdn plc, a prominent financial services provider in the UK. HDFC Life's diverse product portfolio caters to various...