Investment Advisor

Responsibilities of the advisor include:Deliver expert investment advice to prospective clients and drive capital-raising.Proactively manage existing and new leads, ensuring consistent communication and pipeline development.Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.Strategically build and...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company. Role: • Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

Role & responsibilitiesDrive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices.Advise Wealth Managers on the latest investment products and asset-class views.Propose new product ideas to the Investment Committee.Optimize and automate investment processes, with due focus on regulatory compliance.Build and maintain...

We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.Job location-Bengaluru,Chennai,Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, has evolved into a leading comprehensive financial services provider. Offering diverse solutions such as...

Work Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a requirement for one of...

???? Lendmefy is seeking Investment Partners ????At Lendmefy, we are building a platform that bridges the gap between businesses seeking funds and investors looking for promising opportunities.We are now looking for strategic investment partners who: ???? Have access to business clients and investor networks ???? Can collaborate with us on connecting...

???? Lendmefy is seeking Investment Partners ????At Lendmefy, we are building a platform that bridges the gap between businesses seeking funds and investors looking for promising opportunities.We are now looking for strategic investment partners who: ???? Have access to business clients and investor networks ???? Can collaborate with us on connecting...

Company DescriptionGeojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....