Walk-Ins Interview For Opening For Investment Advisor

Job Description

We are seeking a motivated and personable Investment Advisor to join our team. The ideal candidate will be responsible for visiting our investors, presenting our investment plans, and providing personalized financial guidance.

**Key Responsibilities:**

- Meet with clients to discuss their financial goals and investment strategies.

- Present and explain our investment plans clearly and confidently.

- Build and maintain strong relationships with investors.

- Provide ongoing support and follow-up to ensure client satisfaction.

- Stay informed about market trends and investment opportunities.

**Qualifications:**

- Bachelors degree

- Proven experience in investment advisory or financial services is preferred.( Not Mandatory)

- Excellent interpersonal and communication skills.

- Strong analytical and problem-solving abilities.

- Must have personal transport for client visits.

*Skills:*

- Professional demeanor with a positive attitude.

- Ability to build rapport with clients and understand their needs.

- Strong organizational and time management skills.

**Benefits:**

- Competitive salary and commission structure.

- Ongoing training and professional development.

If you are passionate about finance and have the drive to help clients achieve their investment goals, we invite you to apply!
  • Experience1 - 7 Years
  • No. of Openings45
  • EducationHigher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree
  • RoleInvestment Advisor
  • Industry TypeBanking / Financial Services / Stock Broking
  • Gender[ Male / Female ]
  • Job CountryIndia
  • Type of JobFull Time
  • Work Location TypeWork from Office
  • Walk-in interview locationPlot No 36,Udyog vihar phase I, Gurugram sector 20

About Umesh Raj Group

At URG Group, we are a dynamic conglomerate with a diverse portfolio spanning across multiple industries. From leading-edge trading platforms to real estate development, coworking spaces, and cutting-edge tech solutions, we are at the forefront of innovation. Our commitment to excellence and strategic growth has made us a trusted name in markets globally.
Read More...
Similar Jobs
Apply Now

Register to Get Relevant Jobs

Get Noticed By Top Recruiters

Become a Premium Job Seeker

  • Higher Boosting
  • Resume Highlighter
  • Verified Stamp
  • Resume Exposure

499/- for 3 months

Pay Now

Similar Jobs

Urgent Requirement For Equity Advisor

Angel One

  • Location Janakpuri Delhi
  • Experience 1 - 3 yrs
  • Salary 2.0 Lac/Yr
Stock BrokerInvestment AdvisorCommunication Advisor

Client Service Associate

Big Bee Consultant

  • Experience 1 - 3 yrs
  • Salary 6.0 Lac/Yr
Mutual Funds SalesInvestment AdvisorPortfolio ManagerFinancial Planner

Urgent Opening For Investment Officer

FROST BOX PRESS

  • Experience 3 - 9 yrs
Investment BankingInvestment AdvisorManagement ConsultantWork From Home

Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • Location Gurgaon
  • Experience 1 - 3 yrs
  • Salary 5.0 Lac/Yr
Financial AdvisoryCorporate ClientsInvestment AdvisoryBusiness DevelopmentDebt SyndicationFinancial AnalysisECBDebt RestructuringProject Finance ManagerFinancial PlanningTerm LoanWalk in

Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • Location Gurgaon
  • Experience 1 - 3 yrs
  • Salary 3.5 Lac/Yr
Business DevelopmentCorporate ClientsFinancial AdvisoryInvestment AdvisoryFinancial PlanningFinancial AnalysisCMADebt SyndicationCorporate FinanceProject FinanceDebt RestructuringECBTerm LoanWalk in

Manager-Debt Syndication For Finance Company in Sec-26 Gurgaon

Capital Placement Services

  • Location Gurgaon
  • Experience 1 - 3 yrs
  • Salary 3.3 Lac/Yr
Financial AdvisoryCorporate ClientsInvestment AdvisoryProject FinanceFinancial AnalysisBusiness FinanceFinancial PlanningTerm LoanECBCMAWalk in

Financial Advisor

OPL TECH

  • Experience 2 - 8 yrs
  • Salary 8.0 Lac/Yr
Stock DealerInsurance AdvisorSales ManagerTelecallerBranch SalesInvestment AdvisorSalesInsurance Sales ManagerInsurance Sales ExecutiveFinancial AdvisorWalk in

Business Growth Executive

Bondsindia

  • Location Gurgaon
  • Experience 1 - 5 yrs
  • Salary 4.0 Lac/Yr
Tele Sales ExecutiveInsurance AdvisorBrokingInvestment AdvisorEquity AdvisorTelecaller

Relationship Manager Wealth Management

NIIT LTD

  • Experience 0 - 2 yrs
  • Salary 4.3 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship ManagementHNI SalesWalk in

Relationship Manager

ITM Skill Academy

  • Experience 0 - 2 yrs
  • Salary 3.0 Lac/Yr
SalesCorporate BankingWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryA Specific Area Of CompetenceKnowlwdgeExperienced.AbilitiesRequired to Do A JobComputer SkillGood Communication SkillTime Mamnagment

Wealth Manager

Bajaj capital

  • Experience 1 - 7 yrs
  • Salary 6.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagementMutual FundsHNI Sales

Wealth Manager

Bajaj Capital

  • Experience 2 - 8 yrs
  • Salary 8.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagementMutual FundsHNI Sales

Relationship Manager

Bajaj Capital

  • Experience 2 - 8 yrs
  • Salary 6.0 Lac/Yr
Corporate BankingWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship Management

Relationship Manager

Bajaj capital

  • Experience 1 - 7 yrs
  • Salary 6.0 Lac/Yr
Wealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryRelationship ManagerWealth ManagerMutual FundsInsuranceDirect SalesThird Party Products

Relationship Manager

Bajaj Capital

  • Experience 2 - 3 yrs
  • Salary 5.0 Lac/Yr
SalesCorporate BankingWealth ManagementPortfolio ManagementFinancial AdvisoryInvestment AdvisoryClient Relationship ManagementRelationship ManagerCustomer Relationship

Related Job Openings

We use cookies to improve your experience. By continuing to browse the site, you agree to our Privacy Policy Terms & Conditions [Seeker]

Got it