Dvp/avp - Investment Advisor / Wealth Advisor

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 wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

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...

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...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

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'...

Job Role: AVP Accounts & Finance Position: Full-time employment (Mumbai) Joining: Immediate Education:Chartered Accountant Experience: · 2-4 Years' experience· Proficiency in finance and accounting principles· Ability to handle complex financial transactions and perform accurate financial analysis· Experience in budgeting and forecastingMandatory...

It's fun to work in a company where people truly BELIEVE in what they are doingWe're committed to bringing passion and customer focus to the business.DVP - FDP Advisor

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...

About Franklin Templeton:At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress towards their goals. Our talented teams...

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...

Opening: 10 Nos Job ID:Employment Type:Full Time- Reference:Work Experience: 0 To 10.0 Year(s)- CTC Salary: 0.00 LPA TO 5.00 LPA- Function: Other- Industry: Banking/Financial Services- Location: Mumbai Mumbai-suburbs NavimumbaiPosted On: 06th Apr, 2023**? Ability of volume trading for clientsAbility of cross selling of other products like Mutual...

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,...

It's fun to work in a company where people truly BELIEVE in what they are doingWe're committed to bringing passion and customer focus to the business.DVP - FDP AdvisorQualified applicants will be considered without regard to race, color, age, disability, sex (including pregnancy), childbirth or related medical conditions including but not limited to...

It's fun to work in a company where people truly BELIEVE in what they are doingWe're committed to bringing passion and customer focus to the business.DVP - FDP AdvisorQualified applicants will be considered without regard to race, color, age, disability, sex (including pregnancy), childbirth or related medical conditions including but not limited to...

AVP/DVP Finance Controller For an HFC:From 4 to 8 year(s) of experience- ₹ Not Disclosed by Recruiter MumbaiorRoles and ResponsibilitiesManaging accounting operations (often including Billing, Accounts Receivable, Accounts Payable, General Ledger, Cost Accounting, Inventory Accounting and Revenue Recognition)- Should be able to regulate/monitor costs and...

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...