Wealth Management Executive Hedge Equities Ltd

2.0 - 6.0 years

0 Lacs

kochi, kerala

On-site

Role Overview: As a Wealth Management Executive at Hedge Equities Ltd., you will play a vital role in delivering personalized financial solutions to clients by understanding their investment needs, risk profiles, and long-term goals. You will be responsible for promoting a range of financial products, assisting in portfolio construction, and maintaining strong client relationships. Key Responsibilities: - Interact with individual clients to assess their financial goals, risk appetite, and investment preferences. - Design and recommend suitable financial plans and investment strategies (mutual funds, insurance, equities, etc.). - Explain features and benefits of various financial products and...

Posted 1 week ago

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Investment product specialist INDIUM SOFTWARE (INDIA) LTD.

0.0 - 4.0 years

0 Lacs

chennai, tamil nadu

On-site

Role Overview: As the ideal candidate for this role, you should possess a strong knowledge of various investment products, including mutual funds, bonds, insurance, AIFs, etc. Your role will involve utilizing this knowledge to conduct financial modeling and effectively evaluate different products. Excellent communication and presentation skills are crucial as you will interact with clients regularly. A client-oriented approach with a consultative sales mindset will help you in understanding and meeting the needs of the clients. Familiarity with financial regulations and compliance is essential to ensure adherence to relevant guidelines. Key Responsibilities: - Possess a strong knowledge of v...

Posted 2 weeks ago

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HR Business Associate Ananta Services

0.0 - 5.0 years

0 Lacs

hyderabad, telangana

On-site

You will be responsible for the role of HR Business Associate/Business Development Manager, acting as a liaison between clients and the HR team to manage client requirements. To excel in this position, you will need to possess strong communication, conflict resolution, and project management skills. Your primary duties will include understanding client needs, translating them into actionable HR tasks, and ensuring smooth communication and execution by the HR team. Additionally, you will be expected to manage expectations, track progress, and provide status reports on client requests. As the primary point of contact for all client-related HR needs, you will be required to build and maintain s...

Posted 1 month ago

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