Investment Advisor
4 weeks ago
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 objectives. Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product suitability. Cultivate and grow client relationships by monitoring portfolios through performance reviews, providing regular updates, presenting plans, addressing and resolving queries in a timely manner. Effective communication and collaboration with internal and external stakeholders to ensure the client is well-served. Stay updated on products, services, and legislation that may have an influence on clients' investment strategy. Adhere to all internal policies and ensure compliance with regulatory requirements.
Qualifications & Attributes: Post-graduate with specialization in finance. 15 +years of sales experience in wealth management Excellent knowledge of products, market dynamics, and economic scenarios. Financial acumen, analytical thinking with an aptitude for relationship management. Strong persuasive and interpersonal skills. Excellent verbal and written communication skills. Ability to seamlessly align service delivery for an enhanced customer experience; thereby ensuring the achievement of both client's and organization's goals. Experience with the Advisory (RIA) model
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Investment Advisor
5 months ago
Delhi, Delhi, India Kara's Placements Full timeInvestment 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...
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Investment Advisor
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Investment Advisor
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Investment Banking Advisor
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Investment Advisor
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Delhi, India MAX LIFE INSURANCE COMPANY Full timeFinancial 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**: -...
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Investment Advisor
2 weeks ago
delhi, India HDFC securities Full timeKey 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...
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Investment advisor
2 weeks ago
Delhi, India HDFC Securities Full timeKey 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...
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Investment Advisor
4 weeks ago
delhi, India HDFC securities Full timeKey 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...
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Investment Advisor
1 month ago
delhi, India HDFC securities Full timeKey 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...
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Investment Advisor
1 month ago
delhi, India HDFC securities Full timeKey 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...
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Investment Advisor
7 days ago
delhi, India HDFC securities Full timeKey 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...
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Investment Advisor
1 month ago
Delhi, India HDFC securities Full timeKey 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...
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Investment Advisor
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Investment Associate
2 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout 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...
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Investment Associate
2 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout 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...
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Investment Associate
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Delhi, Delhi, India Vena Energy Full timeAbout 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...
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Investment Banking Director
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