Senior Investment Advisor

Role Description 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,...

Role Description 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,...

Role DescriptionThis 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,...

Role DescriptionThis 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,...

We are looking Investment Advisor with at least 5 to 7 years of experience in Equities, Debt, and alternative investment products, should be well versed with current market trends and product information so as to provide clients with appropriate financial advice to attract revenue andExperience of managing HNI client relationships as a part of Wealth...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

**Core 360 Solutions: Investment Advisor & Sales Associate for Stock Market Process** **Location: Navi Mumbai** **Salary: Up to ₹25,000 in-hand + exciting incentives** **We are hiring for a Sales Associate role in the Stock Market Process. This position involves understanding customer portfolios and pitching the company's membership plans for...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

Analyst – M&A Experience – 4 to 6 Years Qualification – CA/ MBA - or any PG Degree in Finance Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced...