...planning software, CRM software, and Microsoft Office Suite
Ability to work well in a team environment, and to collaborate with other professionals
Professional certification such as Certified Financial Planner
...investment associate who will be working closely with the management and creative director.
Role Description
Serve as an advisor to the Founder on business strategy across all parts of the business
Assist in and ...
Regional Sales Head - Leading Life Insurance - Delhi
Experience: 10+ years (Life Insurance)
CTC: upto 30 Lacs
JOB SUMMARY
This role presents an opportunity to lead the ‘Advisor Development and Retention Vertical’ under...
...Job Title: Accountant
Job Overview:
We are seeking a detail-oriented and experienced accountant to join our growing team. The ideal... ...audit inquiries and implement audit recommenda...
Direct Responsibilities
The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, ...
...Minimum 1 Year
Salary-: 3.5LPA
Performing counseling for interested candidates by making outbound calls. Scheduling meetings with counselors (Virtual or Personal). Understand student requirements and guide the...
...A broking financial company is looking for PCG Advisor or Trader Location- Delhi
Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
• Individually handling clients with the book size of 25 lac...
Alternative Investments Fund - Real Estate
Origination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for th...
...requirements
Graduate is preferred
Technical Skills
1. Good Knowledge of capital market
2. Portfolio Management
3. Financial Planning
Behavioral Skills
1. Lead from the front ...
...Profile: Investment Advisor/ Relationship Manager
Location- Delhi/ chandigarh
Salary- 3.5 LPA
Must have experience into stock market or MBA in Finance and Marketing.
Responsible for new client ac...
