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...

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...

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...

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. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

**Job Description for Equity Advisor**: As an Equity Advisor, you will be responsible for providing expert advice and guidance on equity investments to clients, which may include individual investors, institutional investors, and financial advisors. Your role will involve conducting thorough research and analysis of equity markets, monitoring trends, and...

Who is Cintra? Cintra is the leading private-sector transportation infrastructure company in the world, with experience spanning over 55 years of innovative highway development on four continents. Today, its portfolio includes nearly 1,200 miles of managed highways globally, representing a total global investment in roadway improvements of over $24.8...

Drive sales with a view to ensuring that sales targets are met - Maintain client confidentiality - Meeting target number of outbound calls as required - Ensuring quality standards for phone calls are met - Providing fund information and guidance to the target segment - Providing timely MIS - Support NFO & other sales & marketing campaigns that are run from...

**(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...

**Insurance Advisor Responsibilities**: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in...

The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team members in making...

The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team members in making...

**Job Description for Commodity Advisor**: **Responsibilities**: - Provide expert advice and guidance to clients on commodity trading strategies and investment opportunities. - Conduct thorough research and analysis of commodities markets, including supply and demand factors, price trends, and geopolitical influences. - Monitor and interpret market news,...

AVP - Investment Banking About Us:Merisis Advisors is a leading boutique investment banking firm that specializes in providing expert financial advisory services, including mergers and acquisitions, financing solutions, and strategic consulting. Our teams are at the forefront of the industry, leveraging deep market insights and innovative strategies to drive...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

**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 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...

**Employment Information**: - Industry - ** Wealth Advisor/** - Job level - ** Master of Business Administration (M.B.A.)** - Salary - ** 200000 - 600000** - Experience - **2 - 3** - Pay-Type - **Annually** - Close-date - **2023-05-10** - JOB-ID - **JB-28032** - Location - **Mumbai** **Job Descriptions**: The Relationship Manager will be responsible for...

**Job Title - Investment Compliance - Associate 2** **Who we are looking for**: Looking for compliance professional who understand and can provide end-to-end support to investment company (Mutual Fund) clients & their Compliance teams by sharing, primarily, meaningful insights about the funds ability to comply with (i) SEC (Securities and Exchange...

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

Join Our Premier Investment Initiative: Transforming and Enhancing Large Hotels Around the MediterraneanIntroduction 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 to...