Financial Advisor Jobs in Kolkata
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Search Results - Financial Advisor Jobs in Kolkata
Cholamandalam Securities Limited-Kolkata
periodic meetings.
Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con...
Cholamandalam Securities Limited-Kolkata
periodic meetings.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
• Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings...
kimbocorp-Kolkata
potential advisors Attractive upfront payouts, similar to insurance or financial advisors with MDRT potential Ongoing and residual payments Other bonuses from building your own team Opportunity to formalise it as your own businesss Advisor options and exit...
Emkay Global Financial Services Ltd-Kolkata
of the organization for the region.
• Ensure discipline of asset allocation
• Continuous learning, to be better equipped than our competitors.
• Financial Planning (FP) and Portfolio Services
• To ensure adherence to internal and external Financial advisory guidelines...
PeopleGene-Kolkata
processes. Drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition. Ensure adherence to internal and external Financial advisory guidelines and Risk Policies.
Collaborate with Tech...
PDM Investment & Trading Company Pvt. Ltd.-Kolkata
Role Description
This is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office...
Astreya-Kolkata
About the job Job description Experience Range:- 8+ Years Shift Timings:- 7 PM to 4 PM PST The primary focus of the Financial Analyst Manager will be to provide modeling, data analytics and pricing support to enable agile and effective decision...
PDM Investment & Trading Company Pvt. Ltd.-Kolkata
Role Description
This is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office...
EY-Kolkata
Our Service Offerings include External Audit Financial Accounting Advisory Services FAAS IFRS US GAAP conversion IPO and other public offering Corporate Treasury - IFRS 9 accounting implementation support etc Your key...
mncjobsindia.com -
Max Financial Services-Kolkata
for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development...
foundit.in -
FinMen Advisors-Kolkata
Job Description- The role of ‘Assistant Vice President’ is at the penultimate step of the business development for marketing services like Credit Rating Advisory and debt Syndication Raising in the Public and Private Equity Market.
Locations...
Emkay Global Financial Services Ltd-Kolkata
and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
• Execution of transactions post FP and on periodical basis
• Responsible for Individual and Team Revenue generation
• Build AUA...
EY-Kolkata
Offerings include External Audit Financial Accounting Advisory Services FAAS IFRS US GAAP conversion IPO and other public offering Corporate Treasury - IFRS 9 accounting implementation support etc Your key responsibilitiesTechnical ExcellenceYour...
mncjobsindia.com -
Euro Exim Bank-Kolkata
years of experience in financial consultation, corporate advisory, corporate and institutional banking, business banking, or any related/similar sector · Highly accomplished in sales and lead generation · Excellent communication and negotiation skills...
Abakkus Asset Manager Private Limited-Kolkata
banking, non-banking, institutional, and offshore investors.
Relationship Management with Intermediaries : Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors...
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