Investment Advisor

Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

**About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...

Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...

**About the role **The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the relationship from...

Company DescriptionWelcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Financial Advisor Qualifications / Skills:Financial Advisor Qualifications / Skills: Sales and Customer Service Personal Finance Reporting Skills Attention to Detail Deadline-Oriented Reporting Research Results Confidentiality Time Management General Math Skills Financial Advisor Qualifications / Skills**:Financial Advisor Qualifications / Skills**: -...

Company DescriptionWelcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Company Description Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Company DescriptionWelcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Company Description Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Company Description Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...

Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and...

Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and...

Role Overview:We are seeking a skilled Investment Advisor/ Relationship Manager to join our team at Mounee Consulting Services. The ideal candidate will be responsible for new client acquisition, relationship building, and deepening existing relationships to improve investor networks for equity advisory services.Key Responsibilities:Identify and acquire...

Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

Key Responsibility Area-Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

Key Responsibility Area- Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates. Acquire new HNI client relationships to build personal AUA and ensure achievement of targets. Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment...

Company Description Welcome to HDFC Tru, where your financial success is our mission. Discover bespoke investment strategies and unwavering support tailored to help you achieve your goals. With decades of experience of HDFC Group, we provide unparalleled investment advisory services rooted in integrity and excellence. Our client-first approach guides you...