Investment Portfolio Counsellor

We are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial...

**Investment counsellor**: - From 7 to 12 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Navi Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Investment counselors - **provide advice and guidance related to financial investments**. They educate clients about a range of investment products and services, and recommend options...

**Hiring For investment counsellor In a leading Bank**: - From 2 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** The YES First program is YBLs differentiated/ segmented proposition for high net worth relationships in the Branch banking domain. Being HNI customers, they require...

Institutional Head Bonanza Portfolio Limited Venue- House, Plot No. M, Bonanza, 2, Walbhat Rd, Cama Industrial Estate, Goregaon, Mumbai, Maharashtra 400063Job Descriptions :Major Accountabilities:- Investment Recommendations and Analysis:- Generate timely and accurate investment recommendations, stocks, sectors, and ideas that deliver substantial returns to...

Athena - Investment Analyst - CA/CFA/MBA The applicant must possess the following :- Chartered Accountant / CFA- At least 3-4 years of experience in research or financial analysis- Excellent communication and interpersonal skills- Sound understanding of various asset classes such as Debt, Equity and Alternate Assets- Ability to review investment products...

JOB DETAILSUse Real Estate expertise to assess risk of investment for clients.Allocate clients real estate to portfolio based on market trends.Select real estate properties for investment portfolio.Perform real estate investment transactions on behalf of clients.Use diversification strategies to ensure portfolios profitability.Identify investment strategies...

JOB DETAILSUse Real Estate expertise to assess risk of investment for clients.Allocate clients real estate to portfolio based on market trends.Select real estate properties for investment portfolio.Perform real estate investment transactions on behalf of clients.Use diversification strategies to ensure portfolios profitability.Identify investment strategies...

1) Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.2) Supporting RMs in activating clients under advisory services3) Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.4) Understanding and profiling client's risk...

Job Title: Portfolio Monitoring AnalystLocation: Mumbai, IndiaExperience: 5-10 years in private equity investmentsJob Description:Pre-Investing:Lead legal due diligence and financial due diligence processes for approved private equity transactions.Develop the scope of due diligence work, select external consultants, legal counsels, etc.Prepare consolidated...

Job Title: Portfolio Monitoring AnalystLocation: Mumbai, IndiaExperience: 5-10 years in private equity investmentsJob Description:Pre-Investing:Lead legal due diligence and financial due diligence processes for approved private equity transactions.Develop the scope of due diligence work, select external consultants, legal counsels, etc.Prepare consolidated...

Job Title: Portfolio Monitoring AnalystLocation: Mumbai, IndiaExperience: 5-10 years in private equity investmentsJob Description:Pre-Investing:Lead legal due diligence and financial due diligence processes for approved private equity transactions.Develop the scope of due diligence work, select external consultants, legal counsels, etc.Prepare consolidated...

Job Title: Portfolio Monitoring Analyst Location: Mumbai, India Experience: 5-10 years in private equity investments Job Description: Pre-Investing: Lead legal due diligence and financial due diligence processes for approved private equity transactions. Develop the scope of due diligence work, select external consultants, legal counsels, etc. Prepare...

About the Role –  The Portfolio Associate will play a key role in the success, development and impact of Acumen’s portfolio in India. The Portfolio Associate also provides support to core investment processes, like maintenance of the portfolio database, coordination with the finance and legal teams and developing a pipeline of investment...

About the Role –  The Portfolio Associate will play a key role in the success, development and impact of Acumen’s portfolio in India. The Portfolio Associate also provides support to core investment processes, like maintenance of the portfolio database, coordination with the finance and legal teams and developing a pipeline of investment...

Opportunity to work with India's largest infra & PE fund Work on end to end deals for the master fund About Our Client India's largest infrastructure and private equity fund Job Description Deal Execution: Will work with the deal team on the following aspectsSupport development of investment thesis and investment evaluation process...

Your role Were you actively involved in managing equity portfolios ? Have you undertaken fundamental research covering various sectors and stocks ? Have you actively assisted portfolio manager ?•maintain multi-asset discretionary portfolios across direct equities, mutual funds, debentures and other securities.•strong understanding of equities and fixed...

**Location**:Mumbai **Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location /...

- Sales Strategy Development: Develop comprehensive sales strategies for institutional clients for PMS and AIF business.- To deepen engagements with various institutional clients and family offices to drive firms' business and build long term relationships.- To be able to communicate effectively about the performance of the funds and other salient...

Ownership of the Investment Target of the location - Driving Investment Product Sales through relationship managers - Increasing AUM of the location - Penetration of existing client base for creating new investors in MF/Investments from existing client base - Ensuring better client experience both by qualitative and quantitative interventions - Assist in...

**Investment Officer** **Job #**: - req23904**Organization**: - IFC**Sector**: - Financial Sector**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - Local Recruitment**Location**: - Mumbai,India**Required Language(s)**: - English**Preferred Language(s)**: **Closing Date**: - 8/25/2023 (MM/DD/YYYY) at 11:59pm...