Investment Advisor

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...

**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...

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...

**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...

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...

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...

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**: -...

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...

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...

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...

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...

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...

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...

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...

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...

About the PositionAs a key member of the Vena Energy team, you will be responsible for conducting investment due diligence and supporting business development for the company's group of companies in India.Key ResponsibilitiesDevelop and maintain financial models to support investment and financing decisions.Prepare detailed investment documents and...

About the PositionAs an Investment Associate at Vena Energy, you will play a key role in conducting investment due diligence and supporting business development for the company's group of companies in India.Key ResponsibilitiesDevelop and maintain financial models to support investment and financing decisions.Prepare detailed investment documents and...

About the Role Vena Energy is seeking an experienced Investment Associate to join our team. As an Investment Associate, you will be responsible for conducting investment due diligence and supporting business development for Vena Energy group of companies in India. Key Responsibilities Develop and Maintain Financial Models: Create and maintain accurate...

Key ResponsibilitiesStay up-to-date with market trends and provide technical and fundamental stock market reports to high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs).Generate direct brokerage revenues by advising clients on various trading and stock ideas based on market analysis.Improve market share in trading and delivery...

Job Summary:We are seeking an experienced professional to join our IPO Advisory team at FinMen Advisors. This role requires a deep understanding of the IPO process, strong analytical skills, and the ability to work collaboratively with internal and external stakeholders.Key Responsibilities:Provide strategic advice to clients considering an IPO.Develop and...