Posted:4 days ago|
Platform:
On-site
Full Time
HP FINCORP, established in 2009, is a certified wealth management firm with over 2,500 clients. Recognized by NSE and AMFI, we specialize in wealth management, mutual funds, and insurance consultancy. Our experienced team of financial advisors provides comprehensive financial advisory services, offering investment options based on clients' long-term and short-term goals. Our mission is to deliver effective financial solutions to ensure a secure retirement for our clients.
This is a full-time, on-site role for an Equity Advisor based in Surat. The Equity Advisor will be responsible for providing expert financial advice, developing investment strategies, and managing client portfolios. Day-to-day tasks include meeting with clients, conducting financial assessments, recommending investment options, and ensuring clients' financial goals are met. This position requires continuous learning and staying updated with market trends.
HP FINCORP
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