Investment Advisor

CFP/ Senior Investment Advisor Our Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment...

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role:We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted...

About the role: The position of CFP & Relationship Manager / Investment Advisor based in Gurgaon is designed for experienced professionals in financial planning and wealth management, with 3 to 10 years of relevant industry experience. The ideal candidate should hold a graduate degree, with a preference for those who are Certified Financial Planners (CFP),...

Job Title: CFP & Sr. Relationship Manager / Investment AdvisorExperience: 4-8 years in financial planning and wealth management advisoryEducation: Graduate, CFP/CFA/CA preferredLocations: GurgaonAbout the Role We are looking for a dynamic and experienced investment advisory with a proven trackrecord. As a Relationship Manager to serve as a trusted advisor to...

We, Paisabazaar, are hiring for a senior advisor and an SME profile for Investment Products for the location of Gurugram Sector 44. A candidate should have a good understanding of investment products. Location - Gurugram Sector 44 Mandatory language required - Tamil, Kannada, Malayalam Key Responsibilities Handle inbound calls and digital leads (web, app,...

Gurgaon, India Type of contract Full time Location Gurgaon, India Department Investment Department **About us**: ROADIS- India (Indus Concessions (I) Pvt. Ltd.) is a part of Roadis Group - a global long-term investor, integrated asset manager and operator in the transportation sector, differentiated by its track record of value creation and capital...

**ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence...

**Role Overview**: A **Personal Banking Advisor** specializing in **Asset Management** and **Fund Management** plays a key role in managing client relationships, offering tailored financial advice, and helping clients optimize their wealth portfolios. This role focuses on providing clients with customized solutions for managing their investments in mutual...

**Position Summary**: The Business Banking Advisor is responsible for providing financial solutions and advisory services to small and medium-sized business clients. This role involves understanding clients' business needs, offering tailored banking products and services, and ensuring a high level of client satisfaction. The advisor works closely with...

**Job Title** Payroll Advisor **Job Description Summary** Responsible for end-to-end payroll management, ensuring accurate and timely salary processing for employees while maintaining statutory compliance, addressing employee queries, and supporting audits. The role requires strong attention to detail, confidentiality, and coordination with internal...