Current jobs related to Investment Advisor - New Delhi - Beekay Taxation & Investment LLP

  • Financial Advisor

    2 months ago

    New Palasia, Indore, Madhya Pradesh, India Riocap Investment advisor Full time

    **Key Responsibilities**: Job Title: Financial Advisor / Analyst **Company**: Rio Capital Investment Advisor (SEBI Registered) **Role Overview**: As a Financial Advisor at Rio Capital, you will drive sales and revenue growth by engaging with clients, understanding their investment needs, and promoting our services. - **Client Acquisition**: Identify and...

  • Investment Advisor

    5 months ago

    Delhi, Delhi, India Kara's Placements Full time

    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...

  • Investment Advisor

    5 months ago

    Delhi, India Favcy Venture Builders Full time

    **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...

  • Investment Advisor

    4 months ago

    Delhi, Delhi, India Rudra Enterprise Full time

    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...

  • Investment Advisor

    4 months ago

    Kailash Colony, Delhi, Delhi, India Favcy Venture Builders Full time

    **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...

  • Investment Banking Advisor

    5 months ago

    Delhi, Delhi, India Marquee Equity Full time

    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...

  • Investment Advisor

    4 months ago

    Delhi, Delhi, India Karizma Konnect Full time

    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...

  • Investment Advisor

    5 months ago

    Delhi, India MAX LIFE INSURANCE COMPANY Full time

    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**: -...

  • Investment Advisor

    4 weeks ago

    New Delhi, India HDFC securities Full time

    Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Sales Advisor

    4 months ago

    New Delhi, India INVESTMENT Full time

    **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...

  • Sales Advisor

    5 months ago

    New Delhi, India INVESTMENT Full time

    **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...

  • Sales Advisor

    5 months ago

    New Delhi, India INVESTMENT Full time

    **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...

  • Investment Advisor

    2 weeks ago

    delhi, India HDFC securities Full time

    Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Investment Advisor

    4 weeks ago

    Delhi, India HDFC securities Full time

    Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and...

  • Investment advisor

    2 weeks ago

    Delhi, India HDFC Securities Full time

    Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and...

  • Investment Advisor

    4 weeks ago

    delhi, India HDFC securities Full time

    Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Investment Advisor

    1 month ago

    delhi, India HDFC securities Full time

    Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Investment Advisor

    7 days ago

    delhi, India HDFC securities Full time

    Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Investment Advisor

    4 weeks ago

    Delhi, India HDFC securities Full time

    Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

  • Investment Advisor

    1 month ago

    delhi, India HDFC securities Full time

    Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

Investment Advisor

2 months ago

New Delhi, India Beekay Taxation & Investment LLP Full time

Company Description

Our 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 planning


Role Description

This is a full-time on-site role for an Investment Advisor at Beekay Taxation & Investment LLP located in New Delhi. As an Investment Advisor, you will be responsible for sourcing and servicing clients and providing financial guidance and investment advice to them. You would be required to assist them in making informed decisions about their finances and investments.


Qualifications

  • Strong knowledge of financial products and services, especially mutual funds and equity markets
  • Excellent analytical and critical thinking skills
  • Effective communication and interpersonal abilities
  • Familiarity with investment strategies and market trends
  • Relevant certifications such as MBA, CFP, or similar qualifications
  • NISM VA is mandatory

Mandatory

Good communication skills

Have interest in Sales of Financial products