Investment Advisor Job Vacancies in Kolkata

Key Responsibilities:Client Acquisition & Business Development:Identify and onboard new clients through various marketing and networking channels.Build and maintain strong relationships with existing and prospective investors.Achieve monthly and quarterly targets for client acquisition and revenue growth.Equity Advisory & Portfolio Management:Provide clients with timely investment advice on equities, derivatives, and other financial products.Conduct regular portfolio reviews and offer rebalancing recommendations based on market trends.Stay updated with stock market news, company performance, and global economic developments.Marketing & Brand Promotion:Execute marketing campaigns to promote the firms investment services.Conduct investor awareness programs, webinars, and seminars.Collaborate with the marketing team to generate leads through digital and offline channels.Revenue Generation:Drive revenue through brokerage, advisory fees, and cross-selling of financial products.Monitor client activity and ensure consistent engagement to maximize business potential.Required Skills & Qualifications:Bachelors degree in Finance, Commerce, Economics, or related field (MBA preferred).NISM Series VII / VIII certification (preferred or required as per SEBI guidelines).Strong understanding of stock markets, investment products, and trading platforms.Excellent communication, presentation, and negotiation skills.Proven track record in sales, revenue generation, or financial advisory.Key Competencies:Target-driven and self-motivated.Strong client relationship management.Analytical and result-oriented approach.Ability to work under pressure and achieve business goals.

The Financial Advisor helps clients plan and achieve their financial goals by offering insurance and investment solutions. They assess clients needs, recommend suitable life, health, and investment insurance products, and build long-term relationships based on trust and financial guidance.

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

We are looking for 51 Financial Advisor Posts in Kolkata,Kolkata South, Kolkata,Around Kolkata, with deep knowledge in Financial Services,Financial Planning,Investment Banking,Taxation,Finance,Infrastructure Finance,Financial Consultancy,Brand Awareness,Financial Reporting,Analytical Ability,Team Coordinator,Analytical Skills,Business Finance,Leadership,Corporate Finance,Voice Process and Required Educational Qualification is : Higher Secondary, Professional Degree, B.A, B.B.A, M.A, M.B.A/PGDM, Chartered Accountant

We hiring financial advisors for our company

#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.

*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.

To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

We are Looking for 10 Relationship Manager Posts in Kolkata, West Bengal, with Deep Knowledge in Stock Broking and Required Educational Qualification is : other Bachelor Degree

For more information about the Organization and the job please visit our site by typing on Google1). BASSU PLANTATION2). BLESS PLANTATIONTHANKS

Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.

Must have basic knowledge regarding Insurance Industry. Basic knowledge regarding Financial Planning & Should be able to Work Under Team

ADVISOR ( DEALER ) ON STOCK MARKET , MARKETING MANAGER OF WEALTH MANAGEMENT PRODUCT , DEAL WITH HNI / CORPORATE CLIENT

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts

*Financial consultant* Full-time. 15000-20000/monthHello Everyone,Are you looking for a job..??Don't worry.Kotak Mahindra is hiring financial consultants.Age :18-45Qualification :10+2(minimum)Salary : 15k to 20k with handsome incentives.

*JOB DESCRIPTION:* Recruiting Advisor And Leader For Your Team Create An Inspiring Team Environment With An Open Communication Culture. Set Clear Team Goals. Delegate Tasks And Set Deadlines. Oversee Day-To-Day Operation. Monitor Team Performance And Report On Metrics. Motivate Team Members. Understanding Clients Financial Needs. Determine Clients Expenses Level Of Income Insurance Coverage Financial Objectives And Goals Tax Status And Risk Tolerance And Answer Clients Questions And Address Concerns.

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

For more informationVisit our Website by typing on Google1). BLESS PLANTATION2). BASSU PLANTATIONYou will get the details of Placement Investment Support informations.

Candidate must be above 25yrs age. Must be regular & punctual . should be able to Work under a team culture. Must have basic knowledge regarding Insurance Sector for financial planning.