Investment Advisory Sales

Experience range: 7-8 yearsSalary range: 18 to 27 lakhs per annumLocation: Mumbai only (Santa cruz east, Mumbai Job description:To advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager who can also perform sales. Would be required to engage with clients at a portfolio level, and advise on...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations.Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

Location:Mumbai, IndiaTitle:Sales Coverage Analyst, FX Advisory & SalesGrade:AssociateDeutsche Bank International Private Bank (IPB) - Capital Markets, Advisory & SalesThe global Advisory & Sales division encompasses Capital Markets, Wealth Planning, Offering Management including Product Marketing, One Bank Solutions and Investment Management. This role is...

AVP - Advisory Team Identifying the NPAs to be acquired from banks / financial institutions. Analysing the financial and business viability of the acquired assets and devising the resolution strategy. Conducting site visits and preparing the reports with the findings/observations of the visit. Developing Strategies for restructuring, Sale of business (M&A),...

Leading AI Based fiancial servives comPany requires Sales Mgr( Channel sales)Mumbai- MaladOne of our client a leaidng Artificial Intelligence(AI)-backed Performance driven Wealth Management Platform, a SEBI-registered entity based out of Mumbai. Our financial advisory services adhere to long-term wealth creation for our customers. Our AI-Backed products...

Investment Banker - Coverage - SVP - Healthcare:From 8 to 12 year(s) of experience₹ Not Disclosed by Recruiter Mumbai, Gurgaon/Gurugram, Bangalore/BengaluruRoles and ResponsibilitiesAbout Our ClientOur Client's Investment Banking Coverage team has been forged with extensive sector expertise and deep corporate relationships. The team offers comprehensive...

Company Description Job Description We are a investment company, doing all types of investment, for which we rewuire interns for 2-3 months for profile of Advisory, research, portfolio management, Financial planning, data management etc.Additional Information All your information will be kept confidential according to EEO guidelines.I'm interested

Company Description Job Description We are a investment company, doing all types of investment, for which we rewuire interns for 2-3 months for profile of Advisory, research, portfolio management, Financial planning, data management etc.Additional Information All your information will be kept confidential according to EEO guidelines.I'm interested

Role– AVP – Investments & PartnershipsBudget Upto 15 LPAReporting to Team Lead Investments & PartnershipsResponsibilities· Acquire new HNI clients for Fractional Ownership investments· Manage and convert inbound and outbound leads from various marketing sources· Channel Partner(CP) acquisition: Acquire and farm channel partners to build AUM of pre...

Role: AVP – Investments & Partnerships Budget: Up to 15 LPAReporting to Team Lead - Investments & Partnerships Responsibilities:Acquire new HNI clients for Fractional Ownership investmentsManage and convert inbound and outbound leads from various marketing sources Channel Partner acquisition: Acquire and farm channel partners to build AUM of pre-leased...

Senior Investment OfficerJob #:req25303Organization:IFCSector:InvestmentGrade:GGTerm Duration:3 years 0 monthsRecruitment Type:International RecruitmentLocation:Mumbai,IndiaRequired Language(s):EnglishPreferred Language(s):Closing Date:12/15/2023 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC a member of the World Bank Group (WBG) is the largest global...

Senior Investment OfficerJob #:req25303Organization:IFCSector:InvestmentGrade:GGTerm Duration:3 years 0 monthsRecruitment Type:International RecruitmentLocation:Mumbai,IndiaRequired Language(s):EnglishPreferred Language(s):Closing Date:12/15/2023 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC a member of the World Bank Group (WBG) is the largest global...

Senior Investment OfficerJob #:req25303Organization:IFCSector:InvestmentGrade:GGTerm Duration:3 years 0 monthsRecruitment Type:International RecruitmentLocation:Mumbai,IndiaRequired Language(s):EnglishPreferred Language(s):Closing Date:12/15/2023 (MM/DD/YYYY) at 11:59pm UTCDescriptionIFC a member of the World Bank Group (WBG) is the largest global...

This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bank Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as...

Profile Name:Financial AdvisorCompany Name:Ten Quints BwizeTenquints is a startup specializing in Financial Advisory & Services with the aim to enable individuals to create and manage their wealth to achieve early financial independence with qualitative advisory and services to live a secure and self-sufficient life.Our organization is looking for...

Investment Officer Job #: req27834 Organization: IFC Sector: Investment Grade:GGTerm Duration: 3 years 0 months Recruitment Type:International Recruitment Location: Mumbai,India Required Language(s): English Preferred Language(s): Closing Date: 6/21/2024 (MM/DD/YYYY) at 11:59pm UTC Description IFC — a member of the World Bank Group — is the largest...

A fast growing Financial Advisory and Investment Banking firm based out of Mumbai with operations across many cities in India and outside looking for smart Female Graduates as Finance Trainee to be part of its Financial Advisory and Investment Banking team.The selected candidate should be a Smart Graduate with good knowledge on Corporate Finance, Investment...

A fast growing Financial Advisory and Investment Banking firm based out of Mumbai with operations across many cities in India and outside looking for smart Female Graduates as Finance Trainee to be part of its Financial Advisory and Investment Banking team.The selected candidate should be a Smart Graduate with good knowledge on Corporate Finance, Investment...

AVP - Investment BankingAbout Us:Merisis Advisors is a leading boutique investment banking firm specializing in providing expert financial advisory services such as mergers and acquisitions, financing solutions, and strategic consulting.Our teams are industry leaders, utilizing profound market insights and innovative strategies to drive our clients'...