
Investment Advisor
3 weeks ago
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 scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
-
Investment Advisor
4 weeks ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe 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
-
Investment Advisor
3 weeks ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe 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...
-
Investment Advisor
3 weeks ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe 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...
-
Investment Advisor
2 weeks ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe 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...
-
Global Investment Leader
2 weeks ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 11,00,000 - ₹ 13,00,000Unlock Global Investment OpportunitiesAs a Director of Wealth, you will drive the growth of our wealth management division by providing high-quality investment solutions and client-centric financial planning.This position requires portfolio management, regulatory compliance, and investment advisory expertise, along with leadership skills.Key responsibilities...
-
Senior Investment Manager
2 weeks ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000Key to success in this leadership role is a deep understanding of portfolio management, regulatory compliance, and investment advisory.Job Overview:Develop a strategic approach to wealth management, aligning with global investment vision.Collaborate with partners to bring innovative investing products to clients through their relationship managers and...
-
Investment Advisor
2 days ago
Bengaluru, Karnataka, India WOW Softech Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole & 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...
-
Bengaluru, Karnataka, India beBeeCompliance Full time ₹ 80,00,000 - ₹ 2,00,00,000We are seeking an experienced legal professional to join our team as a Legal Advisor. This role is part of our Bengaluru Office and will involve providing expert guidance on investment compliances, SEBI regulations, fund management, and portfolio exits.The ideal candidate must possess strong knowledge in law and company secretarial practices with 2-5 years...
-
Equity Advisor
10 hours ago
Bengaluru, Karnataka, India V4U HR SOLUTIONS Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe 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...
-
Investment Partner
3 weeks ago
Bengaluru, Karnataka, India Lendmefy Full time???? 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...