Investment Advisor

3 days ago


Kailash Colony Delhi Delhi, India Favcy Venture Builders Full time

**About the role **The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the relationship from prospect to investor.

**Job Location** - On-site, South Delhi

**Salary Range (Probation Period 3 Months)**
- INR 25,000-30,000 per month + Incentives

**Salary Range (Post-Probation Period)**
- INR 40,000-50,000 per month + Incentives

**Experience Required**
- Minimum 1-2 years (4 years max), preferably in sales and startups

**Responsibilities**
- Identify and reach out to potential angel investors.
- Develop and execute strategies to attract high-potential investors to our ventures.
- Build and manage investor communities, organizing networking events, webinars, and informational sessions.
- Ensure continuous communication and updates to our investor network, creating a sense of belonging and involvement.
- Present equity deal opportunities to potential investors.
- Work closely with internal teams to develop compelling investment pitches and materials.
- Track and analyze investor engagement and conversion metrics.
- Stay updated with the latest trends, tools, and strategies in the angel investment landscape.
- Collaborate with industry peers to exchange insights and best practices.

**Requirements/Qualifications**:

- Bachelor's degree in Business, Finance, or related field.
- 1+ years of experience in investment advisory, financial services, or a related role. Sales Experience is preferred.
- Strong network in the investment community.
- Excellent interpersonal and networking skills.
- Strong communication skills, both verbal and written.
- Keen on being in the Sales and Advisory profile.
- Ability to analyze and present investment opportunities effectively.

**Salary**: ₹25,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Kailash Colony, Delhi, Delhi (required)

Ability to Relocate:

- Kailash Colony, Delhi, Delhi: Relocate before starting work (required)

Work Location: In person


  • Investment Advisor

    3 weeks ago


    Delhi, Delhi, India Kara's Placements Full time

    Investment 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...

  • Investment Advisor

    1 week ago


    Delhi, Delhi, India Rudra Enterprise Full time

    Job Opportunity: [Mind Investment Advisor] Company Overview: [Brightmind] Location: [Delhi NCR] **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...

  • Investment Advisor

    2 weeks ago


    Delhi, India Favcy Venture Builders Full time

    **About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    1 week ago


    Delhi, Delhi, India Karizma Konnect Full time

    Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor You will have a frontend role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. You will be required to perform indepth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    2 weeks ago


    Delhi, India MAX LIFE INSURANCE COMPANY Full time

    Financial 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**: -...

  • Investment Advisor

    2 weeks ago


    Delhi, Delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service.2. You will be required to perform in-depth analysis of clients' financial models, business projections, pitch decks and other documents and make reports...

  • Investment Advisor

    2 weeks ago


    Delhi, Delhi, India Marquee Equity Full time

    Job Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity's relationships with them on an ongoing basisYou will be primarily working in creating...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • Delhi, Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HR Location: Delhi, India About Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us:Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...

  • Sales Manager

    2 weeks ago


    Delhi, India Valkyrie Investment Advisors Full time

    Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title:Manager of SalesDepartment:Real Estate DivisionSegment:Commercial & InstitutionalLocation:Delhi, IndiaReports To:Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title: Manager of SalesDepartment: Real Estate DivisionSegment: Commercial & InstitutionalLocation: Delhi, IndiaReports To: Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...


  • delhi, India OneBanc Full time

    About Us:OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...


  • Delhi, Delhi, India OneBanc Full time

    About Us:OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...


  • delhi, India Kotak Alternate Asset Managers Limited Full time

    KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business:- Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City- Investment Advisory- Digital distribution platform viz. Kotak CherryJob Responsibility:1 Evaluation of Transactions• Preparation/review of business plan, valuations and other...

  • Sales Manager

    2 weeks ago


    Delhi, Delhi, India Valkyrie Investment Advisors Full time

    Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title: Manager of SalesDepartment: Real Estate DivisionSegment: Commercial & InstitutionalLocation: Delhi, IndiaReports To: Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...