Investment Advisor Job Vacancies in Surat

#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.

Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of insurance agents to create business opportunities Maintaining and updating sales and business development reports. holding presentations and demonstrations for potential clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Attend and manage networking events to attract and retain clients Business Development Executives spend a fair amount of time using their market research to prospect for leads. Develop a growth strategy focused both on financial gain and customer satisfactionRequirements and qualification:- Strong analytical skills and ability to understand financial markets and investment products A Bachelor's or Master degree must be required Previous experience in financial services, banking, or investment advisory is preferred Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc. Understanding of agent work culture in insurance companies. Strong organizational skills and attention to detail Strong problem-solving and analytical abilities, with a focus on generating results

Finance ManagerQualification: CAPreferred Experience 4-6 years in Finance (Debt & Equity Structuring)Preferred Industry: Solar, Winds, Investment Firms (VC or Angel, etc)Budget: 4.8 - 7.2 LPA or Upto 10LPA for right candidates.Location: Surat (Hojiwala industrial estate, Sachin palsana highway)Descriptionv Should be from Finance background (Debt, Investment or Equity)v Should have experience managing and handling Fundsv Should be able to understand Project Valuationv Should be able to read, prepare and understand Financial Statements.v Should be able to prepare Project Financial Reports, Projection, etc.v Will be able to work and execute Banking, Investment and Equity related work.v High proficiency in MS Excel (Eg, formulas, pivot tables, tables and graph production)v Communication Skills: Ability to express ideas clearly in words as well as in writingv Should have good Analytical skills.v Having working experience in Mumbai or Delhi in a good firms (Finance background) will be preferred.CA from Audit, Taxation, and etc. background.NEED NOT APPLY