Investment Advisor – Selekt

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...

The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell1. Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.2. Enable and influence branch teams to cross sell the investment products3. Joint...

Freshers will also work with some finance knowledgeFinancial Advisor / Investment Specialist:Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

Leading deal sourcing Identify, scout potential portfolio companies; Network with founders, venture capital funds, and industry stakeholders; Conduct primary and secondary research of sectors and emerging trends; Being part of the duediligence team to evaluate opportunities; Presenting to the team an Investment Memo on the potential investment opportunities;...

Equity Advisor Job Description:Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

To be part of a well-established Group with Legacy Actively evaluate investment opportunities across a variety of asset classes About Our Client The Group comes with over 30 years of legacy in building global brands and businesses leveraging strong skills in strategy and organizational development.The Group has a wide variety of investments across...

Our Firm:Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm was recently awarded IJGlobal's 2021 North American Financial Advisor of the Year award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and...

Who is Cintra? Cintra is the leading private-sector transportation infrastructure company in the world, with experience spanning over 55 years of innovative highway development on four continents. Today, its portfolio includes nearly 1,200 miles of managed highways globally, representing a total global investment in roadway improvements of over $24.8...

The Investment Analyst will play a crucial role in the investment team, focusing on in-depth research and analysis of potential investment opportunities. This position demands a sharp analytical mindset, financial expertise, and the ability to thrive in a fast-paced setting. The ideal candidate will assist senior team members in making well-informed...

Job DescriptionThe Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team members...

The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team members in making...

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...

Job PurposeWealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region.KEY...

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'...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

Job Description for Commodity Advisor:Responsibilities: Provide expert advice and guidance to clients on commodity trading strategies and investment opportunities. Conduct thorough research and analysis of commodities markets, including supply and demand factors, price trends, and geopolitical influences. Monitor and interpret market news, economic data, and...

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...

The Upstox Story:Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer...

Opening: 1 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 2.0 Year(s)To 5.0 Year(s)- CTC Salary: 0.00 LPA TO 10.00 LPA- Function: BFSI, Investments & Trading- Industry: Account/Finance/Tax consulting- Location: MumbaiPosted On: 01st Sep, 2023We have an urgent opening for the position of Associate Advisor/Investor Relation for a reputed...