Investment Advisor

**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...

Advisor JD Roles and responsibilities: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

Associate / Senior Associate at Kotak Alternate Asset Managers Limited (earlier known as style="">Job Role :- Assisting in conducting research in various tax & regulatory aspects in relation to the client.- Assisting in coordinating & facilitating with various external experts on aspects relating to tax, regulatory, immigration & citizenship planning etc. -...

**About the Company**: **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading...

The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell **1. **Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. **2. **Enable and influence branch teams to cross sell the investment...

Urgent hiring Job description for Relationship Manager - Bond Bond sales investment banking 2year experience Location - Ahmedabad/Kolkata / Mumbai/ Delhi. -Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. -Identify investment opportunities or strategies. -Identifying, calling and visiting potential clients from time to time to...

Freshers will also work with some finance knowledge Financial Advisor / Investment Specialist: Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

**Company Description** Forbes Advisor** is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance, health, business, and everyday life decisions. We do this by providing consumers with the knowledge and research they need to make informed...

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

**(LOCATION: MUMBAI) - **Capital Stock Market NSE, BSE**: - Relationship Manager Equity Sales** **Division - Company Name: AJ Investment Services** - Deep Understanding of Clients Business Objectives and Challenges. - Creating Strategic Recommendations - Building Strong Relationship with our onboard and new clients. - Analyzing Clients Data. - You will act...

Leading deal sourcing - Identify, scout potential portfolio companies; - Network with founders, venture capital funds, and industry stakeholders; - Conduct primary and secondary research of sectors and emerging trends; - Being part of the due-diligence team to evaluate opportunities; - Presenting to the team an Investment Memo on the potential investment...

**Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the Mediterranean** **Introduction to the Opportunity**: We are pleased to introduce our latest investment fund, strategically focused on the acquisition, revitalization, and repositioning of large hotel properties in the thriving Mediterranean region. This venture aims...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

**Job Title:** Associate - Private Equity Real Estate**Location:** Mumbai, India**Company:** Etonhurst Investment Advisors**About Us:**Etonhurst Investment Advisors is a real estate focused private equity firm specializing in private equity investments and private credit. Our team consists of experienced professionals who work closely with our clients to...

**Job Title:** Associate - Private Equity Real Estate**Location:** Mumbai, India**Company:** Etonhurst Investment Advisors**About Us:**Etonhurst Investment Advisors is a real estate focused private equity firm specializing in private equity investments and private credit. Our team consists of experienced professionals who work closely with our clients to...

**Job Title:** Associate - Private Equity Real Estate **Location:** Mumbai, India **Company:** Etonhurst Investment Advisors **About Us:** Etonhurst Investment Advisors is a real estate focused private equity firm specializing in private equity investments and private credit. Our team consists of experienced professionals who work closely with our clients to...

Job Opening in NBFC Financial Sector Job Title: Equity Advisor Location: Mumbai Santacruz Job Description: As an Equity Advisor, you will be responsible for providing expert advice and recommendations to clients regarding their equity investments. You will conduct thorough research and analysis of equity markets, sectors, and individual stocks to identify...

Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

**Investment Banking Internship** **Special Situation Advisors (India) Pvt. Ltd.** **Location**: Vashi, Navi Mumbai **Salary**: 7,000 - 10,000 **About Us**: Special Situation Advisors (India) Pvt. Ltd. (SSA) was started in 2010 as a leading Investment Banking Firm specializing in Stressed and distressed debt transactions. Major clients include major...

**Position Overview**: The Investment Banking Intern is tasked with providing essential support to the investment banking team. Responsibilities include assisting with financial analysis, conducting market research, and contributing to transaction execution. This role offers valuable hands-on experience in the field of investment banking and the opportunity...