Trust advisor jobs in Kolkatta

Job Purpose: Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables...

Responsibilities : - The main responsibility of this role is to acquire and service UHNI /HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. - Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity ...

 ...We have an urgent opening for the position of Property Advisor  for a Reputed Company for the Kolkata location Key Points : Experience in the Real Estate sector must. Good communication and convincing skills. Have to visit Clients and show and guide them through... 

  About us   At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future. As one of the world’s largest publicly traded energy and chemical companies, we are powered by a unique and diverse workforce fueled by the pride...

Responsibilities include the following and other duties may be assigned : - Explain the features of the Relex Medication Therapy Management Program to prospective or existing customers/patients and obtain referral for patient to join the program - Scrutinize and digitize...

 ...standard practice. Our growing team of actuarial professionals come from a diverse background, all committed to being long term trusted advisors to our clients. Your key responsibilities As a manager, you will: Deliver high quality actuarial work products and... 

 ...strategies with business objectives and drive the implementation of various HR programs. The successful candidate will serve as a trusted advisor to department leaders, ensuring effective communication and collaboration between management and employees. The HRBP will be... 

 ...maintain client bases. Explain to clients the personal financial advisor's responsibilities and the types of services to be provided....  ...Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial... 

 ...existing accounts and help clients, by building and sustaining strategic executive relationships, doubling up as their trusted business technology advisor. Position differentiated and custom solutions to clients, based on the market trends, specific needs of the clients... 

 ..., our client is a leading chartered accountancy firm offering a comprehensive range of financial and advisory services. They are trusted advisors known for their integrity, professionalism, and reliability. Their team of experienced chartered accountants and financial experts... 

 ...and maintain relationships with executives, technicalleaders, product owners, peer architects and other stakeholders tobecome a trusted advisor # Develops and establishes relevant technical, business processand overall support metrics (KPI/SLA) to drive results # Manages... 

 ..., our client is a leading chartered accountancy firm offering a comprehensive range of financial and advisory services. They are trusted advisors known for their integrity, professionalism, and reliability. Their team of experienced chartered accountants and financial experts... 

 ...end management of company’s family office Manage family trusts and legacy planning. Create a comprehensive fund allocation...  ...on a timely basis to take advantage of market movements. Advisor feedback must be taken and presented along-side the recommendations... 

 ...you'll gain the experience you need to become an exceptional Risk Advisor Your key responsibilities Market, Leadership and Growth...  ...create long-term value for clients, people and society and build trust in the capital markets.   Enabled by data and technology, diverse... 

 ...executive leadership. Stay abreast of market trends and technological advancements in pricing strategy and analytics. Act as a trusted advisor in understanding and analysing client's business requirements, customer experience needs and aspirations and enabling clients to... 

 ...increasing business with enterprise-sized accounts. - Use in-depth knowledge of products, technology, and services to become a trusted business advisor for customers and partners. - Regularly engage with decision-makers at client facilities in performing primary duties.... 

 ..., marketing & pricing functions with the lens of Customer Experience. Responsibilities, Skills and Expertise ~ Act as a trusted advisor in understanding and analysing client's business problem / vision, conduct current state assessment with business stakeholders via... 

 ...leading Australian Accounting firms/CPA firms Businesses and Financial advisors. We are looking for profiles with Indian or Foreign Taxation...  ...The preparation of Australian Individual Company Partnership Trust and Group tax returns financial statements and working papers... 

 ..., our client is a leading chartered accountancy firm offering a comprehensive range of financial and advisory services. They are trusted advisors known for their integrity, professionalism, and reliability. Their team of experienced chartered accountants and financial experts... 

 ...you'll gain the experience you need to become an exceptional Risk Advisor Your key responsibilities Delivery Manage a team of...  ...create long-term value for clients, people and society and build trust in the capital markets.   Enabled by data and technology, diverse...