Investment Advisor

Who we are: At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our passion for meaningful work and are driven by a sense of purpose. If you care about making a difference and want to be part of a team that values impactful work, we invite you to join us. We have...

Who we are: At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our passion for meaningful work and are driven by a sense of purpose. If you care about making a difference and want to be part of a team that values impactful work, we invite you to join us.We have established...

Who we are: At Roundglass, our primary goal is to make a positive impact on people's lives worldwide. We are constantly seeking individuals who share our passion for meaningful work and are driven by a sense of purpose. If you care about making a difference and want to be part of a team that values impactful work, we invite you to join us.We have established...

Job Title: Investment Advisor (Banking Experience Required) Location: Mohali, Punjab Company: Purminder Kaur & Associates **Job Description**: Key Requirements: Minimum 1 year of experience in a banking environment (loans & investment handling) Strong communication and client relationship skills Knowledge of current financial products and market...

**Job Title**: Financial Product Advisor / Investment Executive **Location**: Sector 75, Mohali **Salary**:₹20,000 - ₹25,000 per month + Incentives (Based on performance) **Key Roles & Responsibilities**: 1. Sales & Business Development - Identify potential clients and generate leads through cold calling, networking, and referrals. - Pitch and sell...

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include: - Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets - Offering...

**Job Title**: Mutual Fund Advisor **Location**: Mohali **Job Summary**: **Key Responsibilities**: - Understand clients’ financial goals, risk appetite, and investment needs. - Recommend suitable mutual fund schemes and investment options. - Provide regular portfolio reviews and suggest rebalancing when needed. - Stay updated with market trends, mutual...

Job ProfileA key professional role that encompasses relationship management and customer service excellence.Develop and nurture customer relationships by providing tailored banking and investment services that consistently meet or exceed client expectations within a defined segment.Capturing Growth OpportunitiesEstablish sales targets spanning liabilities,...

Join our Dynamic Team and be a part of Rewarding Career in Banking Sales Sector. **Salary: 15000-25000/Month + Rewards Upto 22000/Month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Year + Weekly Off - Career development and Training opportunities. **Job Specification**: **Roles...

Join our Dynamic Team and be a part of Rewarding Career in Banking Sales Sector. **Salary: 15000-25000/Month + Rewards Upto 22000/Month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Year + Weekly Off - Career development and Training opportunities. **Job Specification**: **Roles...

Position Title: Lead, FP&ALocation: MohaliPosition Type: Regular, Full-timeThe FP&A Lead will be responsible for directing and organizing the financial planning and analysis process across the company, including the preparation, reporting, variance analysisof the departmental budgets, forecasts, and key financial metrics. You will provide insightsand sound...

Hi allWe are hiring Group Finance ControllerKey Details:Working Days: Monday to FridayWorking Hours: General shiftInterview Process: Virtual + Face-to-FaceWork Mode: Work from officeLocation: Bangalore, Mohali or VizagReports to: CEORole OverviewWe are seeking a highly skilled Group Finance Controller with Big 4 experience and a proven track record of...