Private Equity Advisor

6 months ago


HSR Layout Bengaluru Karnataka, India Qi Ventures Full time

**JOB DESCRIPTION**

**About Us**:
As an effective person, you must be an excellent communicator and have superior people and relationship management skill. You must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.

The goal is to help Qi Venture grow by bringing in customers and developing business.

**Roles and responsibilities**:

- Contact potential or existing customers to inform them about Qi Venture’s offerings.
- Interacting with HNI and UHNI clients and solving their quires and portfolio.
- Handle grievances/solve the issues and grievances to preserve the company’s reputation.
- Follow communication “scripts” when handling different topics.
- Obtaining customer information and other relevant data.
- Maintaining the database of the clients on a regular basis. No tolerance towards any data security breach of any customer or company information.
- Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
- Build sustainable relationships and engage customers by taking the extra mile Meet personal/team qualitative and quantitative targets.
- Keep records of all conversations in company's database in a comprehensible way Frequently attend trainings/re-trainings to improve knowledge and performance level.
- Go the “extra mile” to meet sales quota and facilitate future sales.
- Maintaining the data base and records of the clients in useful manner.

Requirements and skills
- Excellent communication and interpersonal skills (E).
- Fluent in English and Hindi. (E)
- Proven experience as equity advisory/Financial consultant/Relationship manager (E)
- Preferred knowledge about financial products. (E)
- Good knowledge of relevant computer programs (e.g. CRM software) and telephone systems (E)
- Ability to learn about products and services and describe/explain them to prospects (E)
- Should know the basics of MS-Excel (D)
- Customer focus and adaptability to different personality types (D).
- Outstanding negotiation skills with the ability to resolve issues and address complaints (D).
- Ability to multi-task, set priorities and manage time effectively and should be a good team player (D).

(E-Essential.

D-Desirable.)

Educational qualification: Any Bachelor’s degree.

Experience: 1 to 5 Years.

Work location: HSR Layout, Sector 6, Bangalore/Bengaluru.

**Salary**: ₹388,804.16 - ₹750,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Ability to commute/relocate:

- HSR Layout, Bengaluru, Karnataka: Reliably commute or willing to relocate with an employer-provided relocation package (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9600030261


  • Venture Capital

    8 months ago


    Karnataka, India Royal Cyber Full time

    Sr IT Advisor ⁠Experience with Venture Capital / Private Equity IT Advisory Experience with Managed Services IT Advisory Experience with IT advise on simplifying Tech stacks. Experience with Supporting growth. Experience with consolidating IT costs. Experience with IT Risk Management. Good Communicator & Self-motivated.

  • Equity Advisor

    7 months ago


    Sadashivanagar, Bengaluru, Karnataka, India Poonam IT Consulting Services Private Limited Full time

    We are Hiring !!! Role : Equity Advisor ( PCG ) Experience : 2+ years Qualification : Graduation Salary : UPTO 7lpa based on experience Location : Sadashivanagr Key Skill : HNI clients handling, Individual Contributor, Demat, Equity Brokerage, 25L above book size. Regards Varshitha V HR 9901946267 **Salary**: Up to ₹700,000.00 per...


  • Bengaluru, Karnataka, India BHIVE Workspace Full time

    BHIVE Alts - Bengaluru - Referral Category: Category 5 - 1 - 3 years - Bachelor’s degree in finance, business, economics, or a related field - **Role**:Private Equity Associate **Experience Range**:1-3 years of experience in investment banking, private equity, or a related field, with strong financial modeling skills and proficiency in valuation...


  • Bengaluru, India Carveout Tech Full time

    Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. - Individually handling clients with the book size of 25 lacs & above. - Creation of revenue & Activation of clients through effective Advisory. - Cross selling of other products like Mutual fund, PMS, Insurance. - Handling Queries & complains of client's & solving it within...


  • Bengaluru, Karnataka, India Deutsche Bank Full time

    **Private Banking Advisor, AS**: **Job ID**:R0352382**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-07**Location**:Bangalore**Position Overview**: **Job Title: Private Banking Advisor, AS** **Location**:Bangalore, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations...


  • Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job title Associate - Alternative Fund Services - Private Equity and Real Estate Services Fund Administration Short description Join a team of passionate and dedicated professionals in Alternative Fund Administration industry working for one of the world’s most innovative banks. Posting description As an Associate in our Private...


  • Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job title Associate - Alternative Fund Services - Private Equity and Real Estate Services Fund Administration Short description Join a team of passionate and dedicated professionals in Alternative Fund Administration industry working for one of the world’s most innovative banks. Posting description As an Associate in our Private...

  • Equity Advisor

    1 month ago


    Bengaluru, India Aditya Birla Capital Full time

    Company Overview Aditya Birla Money Ltd.: ABM is primarily a Broking Company, deals in Equity, Commodity & Currency markets. Workforce of ~800 spread across >100 locations with customer base of in excess of 3 lacs. ABM is one of the leading securities trading companies in the country. ABM operates in a fragmented equity broking business and has a daily...

  • Equity Advisor

    7 months ago


    Richmond Town, Bengaluru, Karnataka, India I Cap India Investments Private Limited Full time

    Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships. Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance. Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the...

  • Equity Advisor

    3 months ago


    Richmond Town, Bengaluru, Karnataka, India I Cap India Investments Private Limited Full time

    Hands-on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationships. Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds, and insurance. Assisting Affluent clients with their investments, managing their overall financial portfolio, and deepening the...


  • Bengaluru, Karnataka, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0349514**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-24**Location**:Bangalore**Position Overview**: **Job Title: Private Banking Advisor** **Location: Bangalore, India** **Role Description** **Cross Sell Initiatives** - Get Incremental AUM through various channels by way of regular...

  • Equity Dealer

    6 months ago


    Bengaluru, Karnataka, India Geojit Financial Services Ltd Full time

    **Equity Dealer/ Advisor - JD** **Qualification**: Graduation **NISM Certificate**: NISM-8 is mandatory **Experience**: Minimum 1 year in stock market company **CTC**: 20k to 30k per month **Age**: Max 31 years **Location**: Hyderabad, Bangalore, Chennai & Mumbai **Skills**: Should have worked as Equity dealer or advisor. They have to book share...


  • Bengaluru, Karnataka, India Deutsche Bank Full time

    **Private Banking Advisor**: **Job ID**:R0335614**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-24**Location**:Bangalore**Position Overview**: **Job Title - Private Banking Advisor** **Location - Bangalore** **Role Description** **What we’ll offer you** As part of our flexible scheme, here are just some of the benefits that...

  • Equity Advisor

    6 months ago


    Bengaluru, Karnataka, India YUnity Recruitment Full time

    Below is the JD/KRA’s for the positions. Advisor CTC - Max-5LPA Terminal Seating New client acquisition - to acquire 2-3 new clients Revenue generation - revenue to be generated from broking accounts which are self-sourced and are sourced by RM’s Cross selling of third party investment products NISM 8 certification is mandatory in Gujrat Pay:...


  • Bengaluru, Karnataka, India Gain Full time

    Company Overview: Gain.pro is a cutting-edge private market visibility platform empowering leading private equity firms, investment banks, and M&A houses with comprehensive and insightful investor data.Salary: $80,000 - $120,000 per yearJob Description:We are seeking a detail-oriented Investors Analyst to develop and maintain our global investor product,...


  • Bengaluru, India LRI Invest S.A. Full time

    **Private Equity Fund Accounting - Assistant Vice President** *** **Pune/Bangalore** **/Hyderabad/Mumbai/Kolka** **ta** experience in hybrid structure Private Equity Funds, Client relationship management, Team Management. Preparing Financials/Investor notices and other Client reporting, processing payments etc. **Key duties and responsibilities** - Review...

  • Amnex Infotechnologies

    3 months ago


    Bengaluru, India Amnex Infotechnologies Private Limited Full time

    Key duties and responsibilities :- Review and sign off NAV and Financials of the Private equity and Hybrid Funds that include recording Journal Entries, preparing monthly/Quarterly/Annual Financials, processing payments, preparing investor notices and various client reporting.- Review Capital Call and distribution workings along with notices and release to...

  • Equity Dealer

    3 months ago


    Bengaluru, Karnataka, India Algates Financial Private Limited Full time

    We are looking for a full time Equity dealer with a at least 1 year of experience to join our team, working in a fast-paced environment in the city of Bengaluru, India. Key Result Area: - **Market Monitoring**:Punch in the market orders according to clients’ request and in an accurate manner with a mínimal error. And to monitor financial markets,...


  • Bengaluru, Karnataka, India State Street Corporation Full time

    Intern - State Street Global Advisors **Who we are looking for**: State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4 trillion in assets under management and a heritage dating back over two centuries. Backed by the...

  • Equity Dealer

    6 months ago


    Bengaluru, Karnataka, India Algates Financial Private Limited Full time

    We are looking for a full time Equity dealer with a 0 to 1 year of experience to join our team, working in a fast-paced environment in the city of Bengaluru, India. Key Result Area: - **Market Monitoring**:Punch in the market orders according to clients’ request and in an accurate manner with a mínimal error.And to monitor financial markets, economic...