2.0 - 6.0 years

0 Lacs

delhi, all india

On-site

Role Overview: As a Financial Advisor at iEnergizer, your main responsibility will be advising clients on investment opportunities, monitoring financial markets, ensuring compliance with regulatory standards, and managing client portfolios. You will work closely with clients to understand their financial goals and provide tailored recommendations to help them achieve these objectives. Key Responsibilities: - Advising clients on investment opportunities - Monitoring financial markets for trends and opportunities - Ensuring compliance with regulatory standards - Managing client portfolios effectively - Working closely with clients to understand their financial goals - Providing tailored recomm...

Posted 4 days ago

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Relationship Manager Centricity WealthTech

0.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Company Description Centricity WealthTech, established in January 2022, empowers finance and investment professionals to build independent practices through a robust SaaS-based investment management platform. The platform offers comprehensive digital transactional capabilities and a diverse product suite, tailored to meet client needs. Centricity focuses on delivering a stable and consistent family office experience for investors across emerging affluent, affluent, and high-net-worth categories. With a boutique approach and institutional expertise, Centricity is dedicated to client-focused solutions and innovation in wealth management. Role Description This full-time on-site role, based in C...

Posted 6 days ago

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Sales And Marketing Intern - Wealth Management FinvestFx

0.0 - 4.0 years

0 Lacs

delhi

On-site

**Job Description** **Role Overview:** As a Sales And Marketing Intern - Wealth Management at FinvestFx, your primary responsibility will be to build and maintain client relationships. You will offer tailored investment guidance, identify sales opportunities, and drive revenue growth. Your role will involve educating clients about FinvestFx's AI-driven wealth management tools to ensure successful adoption and usage. Engaging with potential customers, presenting platform features, and delivering excellent customer service will be crucial. Successful performance in this role may lead to a full-time position as a Sales And Marketing Associate for Wealth Management. **Key Responsibilities:** - B...

Posted 1 month ago

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RM Dealing SMC Global Securities Ltd.

2.0 - 6.0 years

0 Lacs

gaya, bihar

On-site

As an RM (Relationship Manager) Dealing professional at SMC Global Securities Ltd., your role will involve managing client relationships, handling trading operations, and assisting clients with investment decisions. You will be responsible for executing trades, providing financial advice, monitoring market trends, and ensuring client satisfaction. It is crucial to maintain high standards of service and comply with organizational policies to excel in this position. Key Responsibilities: - Manage client relationships and provide excellent customer service - Execute trades efficiently and accurately - Offer financial advice and assist clients with investment decisions - Monitor market trends an...

Posted 1 month ago

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FINRA 7 CERTIFIED iEnergizer

2.0 - 6.0 years

0 Lacs

delhi

On-site

As a Financial Advisor at iEnergizer, your role will involve advising clients on investment opportunities, monitoring financial markets, ensuring compliance with regulatory standards, and managing client portfolios. You will work closely with clients to understand their financial goals and provide tailored recommendations to help them achieve these goals. Key Responsibilities: - Advising clients on investment opportunities - Monitoring financial markets for trends and opportunities - Ensuring compliance with regulatory standards - Managing client portfolios effectively - Working closely with clients to understand their financial goals - Providing tailored recommendations to help clients achi...

Posted 2 months ago

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