Investment Advisor

Company DescriptionOur 34 year old company is looking for self motivated individuals who have experience and interest in financial management helping clients to manage their investment portfolios. The company is well established and deals in Personal finance services to include taxation, investments , insurance and financial planningRole DescriptionThis is...

Company DescriptionOur 34 year old company is looking for self motivated individuals who have experience and interest in financial management helping clients to manage their investment portfolios. The company is well established and deals in Personal finance services to include taxation, investments , insurance and financial planningRole DescriptionThis is...

Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

Key Responsibilities:•Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients•Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency – asset allocation, performance benchmarking, portfolio deviation•Ensuring...

**About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...

Key Responsibilities: •Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients •Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency – asset allocation, performance benchmarking, portfolio deviation •Ensuring...

Job Opportunity: [Mind Investment Advisor] Company Overview: [Brightmind] Location: [Delhi NCR] **Responsibilities**: 1.Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2.Will be responsible for primarily improving investor network for equity advisory services. 3.Responsible for...

**About the role **The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the relationship from...

Key Responsibilities:•Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients•Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency – asset allocation, performance benchmarking, portfolio deviation•Ensuring...

Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...

Financial Advisor Qualifications / Skills:Financial Advisor Qualifications / Skills: Sales and Customer Service Personal Finance Reporting Skills Attention to Detail Deadline-Oriented Reporting Research Results Confidentiality Time Management General Math Skills Financial Advisor Qualifications / Skills**:Financial Advisor Qualifications / Skills**: -...

Job Title: Real Estate AgentLocation: Gurugram, IndiaCompany: Valkyrie Investment AdvisorsExperience: 3+ years of experience in real estate sales or property management.Position Overview:The Real Estate Agent will play a key role in helping clients buy, sell, and lease properties in Gurugram. This role requires a strong understanding of the real estate...

KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business:- Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City- Investment Advisory - Digital distribution platform viz. Kotak CherryJob Responsibility:1 Evaluation of Transactions • Preparation/review of business plan, valuations and other...

Company DescriptionYajur Knowledge Solutions, formerly known as Valuecraftz, specializes in providing differentiated deal execution support services to Global Investment Banks, M& A Advisors, Startup and SMEs. Its a global company with its headquarters based in Mumbai. The company focuses on developing impactful and bespoke deal/transaction pitching...

ResponsibilitiesSupport the company’s distribution initiatives and build relationships with key IFA’sIncrease market share & visibility amongst select key IFA’s and manage new customer empanelmentJoint calls with distributor RM or operation team and assist them in documentation.Channelize key market intelligence to the products & Investment team.Liaise...

KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business:- Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City- Investment Advisory - Digital distribution platform viz. Kotak CherryJob Responsibility:1 Evaluation of Transactions • Preparation/review of business plan, valuations and other...

**Investment Officer** **Job #**: - req29001**Organization**: - IFC**Sector**: - Investment**Grade**: - GG**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - New Delhi,India**Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: - 9/4/2024 (MM/DD/YYYY) at 11:59pm...

**WORK FROM HOME WITH A REPUTED BANK Group** EXCELLENT OPPORTUNITY FOR RETIRED PERSONS AND HOME MAKERS/ HOUSEWIVES IN A REPUTED BANK (part time) Educational Qualification: - Graduation and above. Age: - upto 65 years please call 92059 59145 for details. **Job Type**: Part-time Part-time hours: 20 per week **Benefits**: - Work from home Day...

**WORK FROM HOME WITH A REPUTED BANK Group** EXCELLENT OPPORTUNITY FOR RETIRED PERSONS AND HOME MAKERS/ HOUSEWIVES IN A REPUTED BANK (part time) Educational Qualification: - Graduation and above. Age: - upto 65 years please call 92059 59145 for details. **Job Type**: Part-time Part-time hours: 20 per week **Benefits**: - Work from home Day...