Purnartha Investment Advisors
2 days ago
JOB DISCRIPTION: Designation: Asst. Mgr./Mgr./Sr. Manager Job Role: Wealth Manager - HNI Acquisition 2 - 5 Years Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Will be responsible for primarily selling Equity based investment products.- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. - Responsible for achieving targets as assigned by the organization on a monthly basis. - Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge: - Graduate / Post graduate - Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. - Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. - Should have good communication & presentation skills. - Pleasing and positive attitude. - Should be a self-starter, proactive & target oriented. - Relationship building skills (ref:iimjobs.com)
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Investment Advisor
5 days ago
Ahmedabad, India Swastik Placement Agency Full time**Job Profile**: - To advise bankers for their SLR (Statutory Liquidity Ratio) investment. - Day to day basis interactions with various primary dealers & banks for buying and selling of G-SEC (Government Securities) - For G-SEC deals execution, coordinating with banks and clients. - To maintain the portfolio of central and district banks **Salary**:...
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Manager Investment Banking
1 week ago
Ahmedabad, Gujarat, India Digifin Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionDigiFin Advisors is a specialized advisory firm established in April 2019, focused on facilitating funding solutions for startups and growing businesses. Our global team, comprising finance, management, and legal professionals, has expertise in both equity and debt fundraising. We provide worldwide services including corporate legal...
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Ahmedabad, Gujarat, India STIR Advisors Full time ₹ 2,00,000 - ₹ 6,00,000 per yearAbout the Role:This internship offers a hands-on opportunity to work in the field of Investment Banking, Mergers & Acquisitions, and Financial Advisory.Interns will gain exposure to real transactions, valuation techniques, and deal execution processes while assisting senior professionals in research and analysis.Key Responsibilities:Conduct industry and...
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Accounts & Admin Executive - Investments
1 week ago
Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time ₹ 19,20,000 - ₹ 36,00,000 per yearJob Summary:To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantlyResponsibilities and Duties:Client onboarding including KYC, data gathering, documentation and registrationSetup Client Meetings, Prepare meeting notes and...
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Equity Advisor
1 day ago
Ahmedabad, India Righteous Consulting Services Full timeGreetings from **Reddito Capital Investment Advisor Pvt Ltd** We are looking for: **Designation**: Equity Advisor / Trade Advisor **Location**: Ahmedabad **Qualification**: Graduate/Post Graduate - MBA Finance **Salary**: Up to 2.4 LPA (Depends on interview and knowledge) **Experience**: 0 to 1 yr+ **Roles & Responsibilities**: - Basic Share Market knowledge...
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Equity Advisor
2 weeks ago
Ahmedabad, Gujarat, India SBI Securities Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAs a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and...
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Strategic Investments
7 days ago
Ahmedabad, Gujarat, India Real Placements Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Description:About the Role:We are a diversified family office and business group with interests spanning FMCG,manufacturing, renewable energy, engineering services, construction, and hospitality. Weare seeking a highly capable Manager / Senior Manager – Strategic Investments & Projectsto work closely with our promoters in identifying, evaluating, and...
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Financial advisor
2 weeks ago
Ahmedabad, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...
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Chief Investment Officer
5 days ago
Ahmedabad, Gujarat, India Ethos HR Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole : Chief Investment OfficerLocation: Ahmedabad (On-Site)Role Overview:As the Chief Investment Officer, you will play a pivotal role in leading our investment portfolios, both listed and unlisted, under the guidance of the Investment Committee (IC) and Director. You will be responsible for the continual review of investments, managing the Family Group's...
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Csm - Phone Sales
3 days ago
Ahmedabad, India Skywings Advisors Full timeFrom 4 to 9 year(s) of experience - ₹ Not Disclosed by Recruiter - Ahmedabad**Roles and Responsibilities** JD: - responsible for Training, hand holding the team and building relationship with the distributor/fieldABH/RBH back office support. He/She will also be responsible for achieving thesalestarget and maintain quality service standards through their...