Financial Advisor

Share:

RK HR Management

Location :

Jalandhar, Punjab, India

Discipline :

Industry

Posted Date :

18 November 2022

Job Type :

Full Time

Salary :

Best in Industry

Job Description

  • Acquire and Maintain relationship and increase AUM from HNI clients.
  • Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.
  • To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients portfolios.
  • Work along with product team to give feedback and develop need based PRODUCT so as to suit the clients requirements
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities

Disclaimer: The information contained in this website is for general information purposes only. The information is provided for general use and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Direct and indirect link to other website, including information therein is provided as a general information, we have not been been authorized to provide such link on itaxjobs.com, however we will promptly remove any information if we are asked to do so without being liable for any any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from use of such information and data.

In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

Through this website you are able to link to other websites which are not under the control of itaxjobs.com. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

Every effort is made to keep the website up and running smoothly. However, itaxjobs.com takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.


Similar Jobs

Manager - Financial Analyst & Project Manager

Full Time

  • Clarity Consulting
  • Hyderabad, Telangana, India

Financial Reporting Analysis Analyzes member firm financial data including the data reported to analysts Manages design and build of complex

Senior Vice President Accounts and Finance Position

Full Time

  • DreamKonnect Consulting
  • Mumbai, Maharashtra, India

Requirement of a senior vice president accounts and finance position for a listed financial services company Applicant should have post CA qualification experience of at le

FINANCE EXECUTIVE

Full Time

  • IMPACT CONSULTANCY INC.
  • Nashik, Maharashtra, India

Responsibilities and Duties Maintain and develop various financial models Templates historical forecasts and projections and conducting peer level comparisons Documentation for proposals for various t

Walkin for Chartered Accountant

Full Time

  • Galaxy Resource Pvt. Ltd
  • Lucknow, Uttar Pradesh, India

Responsibilities Continuous management of financial systems and budgets Undertaking financial audits an independent check of an organisation s financial position Provi

Accounts & Finance Executive - Freshers / Experienced

Full Time

  • DSquare Technologies
  • Hyderabad, Telangana, India

Finance Accounts Compliance Statutory activity Commercial Activity Needs to be hands on accounting Taxation issues beside company statutory activities legal compliance

Finance Business Analyst

Full Time

  • Excellent Job Consultancy
  • Noida, Uttar Pradesh, India

Post Finance Qualification Graduate 12th MBAExperience 3 to 8 Years Or Above Salary as per Industry Skill Should be Good

Accounts Manager

Full Time

  • AIM CONSULTANCY
  • Kolkata, West Bengal, India

Currently we are looking Accounts Manager with 7 to 10 years exp working knowledge of TDS Return filing Service Tax and the all the account related compliance

ACCOUNTS EXECUTIVE

Full Time

  • Exalt Consulting Placement Services Private Limited
  • Mumbai, Maharashtra, India

Skills Accounts Executive Education VAT TDS Service tax Accounting ITR Role Book Keeper Accounts Assistant Experience 0 50 Years

Senior Associate – Global Mobility Services

Full Time

  • Contactx Resource Management Pvt Ltd
  • Mumbai, Maharashtra, India

Big 4 is offering opportunity for any post qualified employee who have experience and looking for job change and wants to make their career in taxation i e for US Individual Tax Interested candidates can s

Big4 Job: Audit Manager

Full Time

  • Metaphor Infotech
  • Bengaluru, Karnataka, India

Responsible for deliverables quality process efficiency and process improvements Interact with Secondee for clarification review process improvement escalation of process related issues etc P

Accountant

Full Time

  • Gupta Saurabh and Co
  • Gurgaon, Haryana, India

Opening for semi qualified Chartered Accountant at Gupta Saurabh Co Chartered Accountants Palam Vihar Gurgaon Good exposure to Income Tax GST MCA FEMA Bank Audit related works Remuneration as per skill and knowled

Sr. Accountant

Full Time

  • Jobsway
  • Mumbai, Maharashtra, India

Decision making Business operations knowledge team worker Must have thorough accounting knowledge in depth including accounting operations in Tally ERP software TDS return filing GST filing Statuto

Senior Accountant

Full Time

  • CA ON WEB
  • Mumbai, Maharashtra, India

Income Tax GST Filing returns TDS Returns Defaults Reconciliation of Bank GST TDS Account Finalization IT Scrutiny related statements Matter related to Sales Tax

Hiring for Sr Accountant

Full Time

  • RG Placement Service
  • Surat, Gujarat, India

5 Year Prepares asset liability and capital account entries by compiling and analyzing account information Documents financial transactions by entering account information

Back to Top