Investment Advisor

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Job responsibilities Prepare presentations and materials...

Introduction to Mutual funds, SIP’s, Alternate Products, Financial plans and execution plans. - Understanding the variety of financial products we deal with. - Completing Online Wealth Management Training. - Completing LinkedIn - Sales training - Attending Fund Manager Meetings / calls deriving the data from them relating to market conditions, current...

HSR Layout, Bangalore Financial Advisor MBA - Finance Real Estate Experience is Mandatory 4-5 Yrs experience required - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning -...

You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team.As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firmJob responsibilitie Preparing presentations and materials for client and prospective client...

**Location** **Bangalore, India** **Duration** - Immediately - **Desired Start date** - May 2021 - **Assignment** - Full-time - **Unitus Ventures - Overview**: Being a globally-distributed and gender diversified team, we also take keen interest in different cuisines, travel and culture stories of our team members! (So please be prepared to listen and share...

You are a strategic thinker passionate about driving solutions using client management skills. You have found the right team. As the Advisor support professional in our Global Private bank Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for client and...

**LOCATION**: - Bangalore, India - **Start date**: - Immediate - **REPORTS TO**: Unitus Ventures is hiring as we prepare to raise our third fund which will invest in exciting, important and emerging sectors in India’s startup ecosystem. We’re looking for a rockstar Investment Professional to join our team. - Are you passionate about **networking with...

**JOB DESCRIPTION** **_ Job Responsibilities:_** **_ Coding_** - New account coding, reviews & revisions including on-boarding activities. - Review new data analytics and update compliance platforms - Understand and setup rules as per ratings agencies - Identification of coding issues. - Maintenance of Legal & Compliance approved & restricted lists. -...

INVESTOR RELATIONS We are looking for Investor Relations / Advisor Responsibilities :- Extend investment advice to prospects and raise capital for the listed investment opportunities.- Develop strong product knowledge and manage existing investor relationship.- Effectively manage all existing and new leads generated by you.- Support investment professionals...

Job Overview: As a Real Estate Sales Advisor, you will be responsible for assisting clients with thselling, purchasing, and rentingesidential properties. You will be working closely with clients to understand their needs and requirements, providing them with expert advice and guidance on the real estate market, and helping them to navigate the buying,...

**The Role**: **JOB TITLE: Digital Open Source and IP Advisor** **Where you fit** - The digital innovation commercial team is focussed on accelerating a technology revolution that enables rapid decarbonization by digitalizing the global energy system. Cooperation and working together with external parties are the best path to individual and collective...

About epiFi **Who we are**:Simply put, a neo-bank startup for digital natives. Our mission is to help our users demystify their finances, maximize their savings and spend intelligently. We are building a highly secure financial ‘hub’ - a savings account that offers debit cards and allows you to consolidate your finances in a single intuitive...

**The Role**: **JOB TITLE: Digital Commercial Advisor** **Where you fit** - Shell has invested in developing differentiated Digital products where an alternative does not exist on the commercial market or is not sufficiently mature to serve a Shell business need - Many of these products remain differentiated compared to the broader market offerings, where...

**The Role**: The Productivity Portfolio Advisor position has a unique opportunity in Enterprise Technology and Portfolio (ET&P) to work with the latest technologies in Digital Workspace, My IT Support, Collaboration & Information Management (IM), and Audio Visuals to develop new technology standards used across 120K+ users across Shell operations. Exposure...

Prop Times is one of the Topmost Real Estate consultants in Bangalore. We help businesses to grow with our customized realtor solutions and we aim at adding value to your life with our result-driven and pragmatic strategies. We are among the top names in the industry. We help our clients to buy their valued investments with our experience and quality...

Company OverviewThe Fortune Finance is a leader in the equity market, specializing in converting raw data and information into expert advice using technical and fundamental analysis. With a focus on providing the latest research and details on the capital markets in India, we offer a comprehensive range of stock market services and advisory services. Our...

The institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor with a deep understanding of their needs who can help them achieve their goals. State Street Global Advisors is seeking a talented individual who can support and enable our client facing teams to succeed in this environment. Are...