Investment Advisor

Job Description: Investment Advisor Registered Investment Advisor (RIA) Background:We are a pioneering corporate SEBI RIA specializing in comprehensive financial planning and investment advisory services tailored for High Net Worth Individuals (HNIs), family offices, and corporates. Operating on a fee-only basis, we uphold a commitment to providing...

Job Description: Investment Advisor Registered Investment Advisor (RIA)   Background: We are a pioneering corporate SEBI RIA specializing in comprehensive financial planning and investment advisory services tailored for High Net Worth Individuals (HNIs), family offices, and corporates. Operating on a fee-only basis, we uphold a commitment to providing...

About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...

About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...

**Job Summary** **Financial planners** work with individuals, families, and businesses to help these clients understand their **financial** circumstances and how to reach their short-term and long-term **financial** objectives. Prospecting, which is the process of finding new clients, is a substantial part of a **financial planner's job**. **Responsibilities...

Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc.We are seeking applicants for the role Client Relationship Partners to be based at...

As an advisor of SBI Life, you will be responsible for providing financial advice & solutions to clients, helping them make informed decisions about life Insurance & investment plans. Why choose SBI life? Attractive commission structure, rewarding your hardwork and dedication. Flexible working hours, allowing you to maintain a perfect work-life...

Designation: AVP/VP Corporate Finance & Investment Banking. Qualifications: MBA Finance/CFA /etc. Experience: 3 Years Job Profile: AVP/VP Corporate Finance & Investment Banking. Company Name : Eisen Consultancies Ltd. Address: 202, 2nd Floor, 36 Turner Building, Above ORRA Showroom, Turner Road, Bandra West Mumbai 400050. Website: Company Brief Eisen...

VentureBlick is a catalyst for global healthcare innovation with a strong focus on identifying and delivering true medical value. We connect and mobilise innovators, clinician and industry experts, investors, and ecosystem partners to create real, collective impact through the VentureBlick Super Incubator, VentureBlick Consulting, and VentureBlick...

**Salary** **- 1.80 Lakhs p.a. **Industry** **- Broking and Distribution **Role/Position** **- Advisor **Keyskills** **- Responsible to generate brokerage primarily through advising clients on their equity portfolio 2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on...

**Job Details**: - V2r Advisors is a distinguished financial consultancy firm, recognized for its expert financial and investment advisory services. With a deep understanding of the market, they provide tailored financial solutions to businesses and individuals. V2r Advisors is known for its strategic guidance in wealth management, tax planning, and...

To promote & upsell all MF products - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales & revenue targets spread across product mix - Ensuring the highest levels of service. **Salary**:INR upto 5,00,000 P.A.+ Incentives **Industry**:Banking / Financial Services / Broking **Functional...

Key Responsibilities: Client Assessment: - Conduct comprehensive assessments of clients' financial situations, including their investment goals, risk tolerance, time horizon, and liquidity needs. Investment Planning: - Develop customized investment plans and asset allocation strategies aligned with clients' objectives, incorporating a diverse range of...

Dear Friends, Regards HR Elite Team **Salary** **- 2 to 2.4 LPA **Industry** **- Broking firm, stock market, financial market, banking and finance, mutual funds, loans and properties **Role/Position** **- Job Opening for the post of Financial Adviser and Client Relationship Executive **Keyskills** **JOB DESCRIPTION: 1. Understanding the customer needs...

Techno-managerialinvestment knowledge, domain expertise and global exposure / Handholding toinvestors/ Policy making/ Data acquisition in ICTE/ ESDM sector**Skills**: - Workingexperience of 12-15 years in Investment Promotion/ Policy making/ Dataacquisition**Qualifications**: Bachelor degree from recognized universityand MBA or equivalent qualification...

**PCC Only - Business Banking Advisor**: **Job ID**:R0323044**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-04-18**Location**:New Delhi**Position Overview**: **Job Title: Business Clients Advisor, AS** **Location: New Delhi, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17...

1.Research and understanding of various regulations, notifications, guidelines, circulars, etc. issued by SEBI. 3.Liaise with the SEBI officials and clients 4.Manage compliance under various applicable laws / regulations / statutes a. Companies Act, 2013 and Rules issued thereunder b. Secretarial Standards c. SEBI (Depositories and Participants)...

Responsible for driving new business with new and existing clients. To liaison and establish strong networks with sales, underwriting and product teams of General Insurance companies. Sales of General Insurance products - Fire, Marine, Motor, Burglary, Group Mediclaim, etc Acquire corporate clients and ensure closure of deals related to their General...

Alternative Investments Fund - Real EstateOrigination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Key Responsibilities:1. Deal EvaluationPrepare market reports to identify...

Alternative Investments Fund - Real EstateOrigination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Key Responsibilities:1. Deal Evaluation- Prepare market reports to identify...