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...

Company Overview:We are a pioneering digital asset management firm that bridges the gap between traditional finance and the emerging world of digital assets. We offer regulated access to digital investment opportunities and other U.S.-based digital assets & derivatives. Our clientele comprises High Net Worth Individuals (HNIs) , Ultra High Net Worth...

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...

Company Overview:We are a pioneering digital asset management firm that bridges the gap between traditional finance and the emerging world of digital assets. We offer regulated access to digital investment opportunities and other U.S.-based digital assets & derivatives. Our clientele comprises High Net Worth Individuals (HNIs), Ultra High Net Worth...

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. -...

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...

**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...

1) Align Meetings for prospective clients. 2) Participate in customer meetings taking MOM and engaging clients 3) Working with seniors on proposals for execution 4) Execution of solution provided 5) aligning ,participating and doing review meetings with the existing clients connects 6) finding out and creating opportunities for financial well being...

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...

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...

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...

We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

Job Profile: Mutual Fund Advisor Mode: Full time Joining: Immediate JOB PROFILE: MUTUAL FUND ADVISOR Client Relationship Management: - Client Acquisition. - Build and maintain strong relationships with a base of clients. - Conduct in-depth consultations to understand the client's financial goals, risk tolerance, and investment time horizon. Financial...

We are seeking a highly skilled and motivated Advisor-NRI Desk to join our Financial Services team. As an Advisor-NRI Desk, you will be responsible for providing personalized financial solutions and strategic advice to Non-Resident Indians (NRIs). In this critical role, you will leverage your expertise in financial planning and advisory services to help our...

Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...