
Senior Investment Advisor
3 weeks ago
This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans, monitoring the performance of portfolios, and providing ongoing customer service and support. The advisor will also stay updated with the latest market trends and regulatory requirements to provide accurate and timely advice to clients.
Qualifications
Proficiency in Financial Planning and Finance
Experience in Investments and Investment Strategies
Strong Customer Service skills
Excellent written and verbal communication skills
Ability to work effectively in a team
Professional certifications such as CFA, CFP or similar are a plus
Bachelor's degree in Finance, Business, or a related field
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Investment Advisor
3 weeks ago
Delhi, India Green HR Solutions Full timeHiring for MNC,We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with...
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Investment Advisor
1 week 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...
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Investment Advisor
3 days ago
Delhi, Delhi, India Rudra Enterprise Full timeJob 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...
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Investment Advisor
4 weeks ago
Delhi, India Truemind Capital Full timeWe are looking for an experienced Investment Advisor/Wealth Manager professional with a background in wealth management, financial planning, and portfolio management. The ideal candidate should have an existing HNI/UHNI client base and a proven track record of managing an AUM across Mutual Funds, AIFs, and PMS. Roles and Responsibilities: Acquire and manage...
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Senior Financial Advisor
1 week ago
Delhi, Delhi, India 1CR Club Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany Description1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end...
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Investment / Financial Advisors
5 days ago
Gurgaon Road, Delhi, Delhi, India Apex Alpha Capital Full timeHello We at **Apex Alpha Capital** are expanding our network and inviting experienced Investment Advisors / Professionals to collaborate with us. If you work with **successful professionals and business owners** and want to offer them differentiated, disciplined portfolio strategies — this could be an excellent opportunity for you. **Why partner with...
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Investment / Financial Advisors
7 days ago
Gurgaon Road, Delhi, Delhi, India Apex Alpha Capital Full time ₹ 12,00,000 - ₹ 72,00,000 per yearHelloWe at Apex Alpha Capital are expanding our network and inviting experienced Investment Advisors / Professionals to collaborate with us. If you work with successful professionals and business owners and want to offer them differentiated, disciplined portfolio strategies — this could be an excellent opportunity for you.Why partner with usOver a decade...
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Investment Advisor Wealth Management
1 week ago
Delhi, Gurugram, Hyderabad, NCR, India Hireginie Talent Cloud Full time ₹ 15,00,000 - ₹ 25,00,000 per yearConnect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...
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Manager Investment Banking
1 week ago
new delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (...
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Manager Investment Banking
3 weeks ago
New Delhi, India Maple Capital Advisors Full timeMaple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is a...