Array ( [0] => investment-advisor [1] => indore ) Investment Advisor Jobs in Indore,Investment Advisor Job Vacancies in Indore Madhya Pradesh
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Investment Advisor Job Vacancies in Indore

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Investment Advisor - Freshers

The Equal Research Investment Adviser

  • 0 - 1 yrs
  • 4.5 Lac/Yr
  • Indore
Capital Market HNI Sales Investment Planning HNI Acquisition Problem Analysis Revenue Generation
As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.
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Investment Advisor

Rio Capital Investment Advisor

  • 0 - 2 yrs
  • 3.0 Lac/Yr
  • Indore
Communication Convincing Power Client Relationship
Client AcquisitionMarket ResearchRelationship BuildingSales
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Direct Walk-in Interview For Share Market Executive

Limra Marketing Solution

  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Old Palasia Indore
Share Broker Stock Broking Algorithms Investment Advisor
Share market experience required. broking firm. communication. client handling
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Business Development Executive

CapitalVia FinTech Private Limited

  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Indore
Communication Skills Sales Person Stock Broker Demet Share Market Equity Dealer Derivatives Trader Mutual Funds Investment Advisor Funding Brokerage Business Development Walk in
Roles and Responsibilities :* New client acquisition for Trading and Demat account* Revenue generation through brokerage* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)* Maintaining client relationship* Remain update about the latest investment products and market trend* To guide the client about the suitable investment / trading products as per clients profile* To ensure the achievement of Acquisition Targets of HNI clients, Retail clients* No Field workQualifications & Experience:* Any Graduate/Any Postgraduate* Age not more than 35 Years* Experience in Securities/Advisory/Broking will be an added advantageSkills :* Should have depth knowledge of all financial products* Should be target oriented* Should have good communication, presentation and interpersonal skills* Should have good telemarketing skills* Should be self-initiative* Remain updated about the present market scenario and financial market products and trends* Should have the zeal to help clients in achieving their financial goals
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Investment Advisor

Delight Financial Services

  • 0 - 1 yrs
  • 2.5 Lac/Yr
  • Indore
Wealth Management Financial Advisory Investment Advisory Private Banking Finance Investment Advisor
Calling For Stock Market Services:-1. Make Calls To The Clients And Explain Them About The Financial Products.2. Filter The Client Needs By Probing And Pitch Them Products/ Cross-Selling.3. Responsible For Sales On Monthly Basis.4. Need To Perform On KRA AND KPI's.5. Passionate Candidate Can Apply.6. Only Finance Background Preferred (B.Com, BBA, M.Com, MBA)
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Relationship Manager

Mandot Securities PVT LTD

  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Indore
Sales Financial Advisory Investment Advisory
Fix customer appointments and visit potential customers for new business. Make the customer understand the various benefits available in the plan & check whether it meets the customer's requirements. Self-sourcing of customer leads from own natural market to sell a financial product. Customer Leads when provided are to be called and fix appointments for sales visits and convert the lead to sales. Cross-sell/Up-sell products. Assuring that the business targets are met as per the goal sheet given. Responsible for New Client Acquisition of trading accounts. .Maintain client MIS .
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Share Market Executive – Fresher & Experienced

The Equal Research Investment Adviser

  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Indore
Investment Advisor Share Market
We are looking for a dynamic and result-oriented Share Market Executive to join our investment advisory team. The candidate will be responsible for acquiring new clients, maintaining strong relationships with existing clients, and providing guidance on stock market investment opportunities based on research and market trends. The role involves explaining financial products, promoting advisory services, and assisting clients in making informed trading and investment decisions. Freshers with a keen interest in the stock market are welcome, while experienced candidates should have a proven track record in sales or financial advisory. Strong communication skills, basic knowledge of equity markets, and a passion for achieving targets are essential for this role.
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