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...

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...

**Hiring For Investment Advisory : Investment Advisor : Mumbai**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** Job Role: - 1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Officeclients - 2. Detailed performance analysis of client portfolios, and...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition,...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition,...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations.Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client's investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition, we...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition,...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition,...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch. To help us build and grow the Selekt proposition,...

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...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch.To help us build and grow the Selekt proposition,...

At Kotak, we are proud to offer innovative products and solutions that help our customers meet their financial aspirations. Selekt is one such bespoke solution from Kotak Investment Advisory that seeks to enrich the client’s investment journey with the efficiency of technology, personalized by human touch. To help us build and grow the Selekt proposition,...

**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...

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...

**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...

**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...

**(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...