Investment Advisor

1 week ago


Delhi Delhi, India Kara's Placements Full time

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 potential business associates from the targeted geography

4. Keep abreast of the market news financial trends & current affairs.

5. Increase client database by meeting new clients & taking references from the existing ones & building AUM for the organization.

Desired skills
- Must be MBA in Finance/Marketing
- Excellent interpersonal & Presentable
- Excellent Communication Skills
- Knowledge of the Indian stock market

**Salary**: Up to ₹350,000.00 per year

Schedule:

- Day shift

**Experience**:

- Investment Advisor: 1 year (preferred)

Ability to Commute:

- Delhi, Delhi (required)

Work Location: In person

**Speak with the employer**
+91 6350677904


  • Investment Advisor

    1 month ago


    Delhi, India Econ Climate Fund Full time

    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...

  • Investment Advisor

    1 month ago


    Delhi, India Econ Climate Fund Full time

    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...

  • Investment Advisor

    1 month ago


    New Delhi, India Econ Climate Fund Full time

    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 unbiased...

  • Investment Advisor

    2 months ago


    Delhi, Delhi, India Rudra Enterprise Full time

    Job Opportunity: [Mind Investment Advisor] Company Overview: [Brightmind] Location: [Delhi NCR] **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...

  • Investment Advisor

    3 weeks ago


    delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. 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.2. You will be required to perform in-depth analysis of clients’ financial models, business projections, pitch decks and other documents and make reports...

  • Investment Analyst

    1 month ago


    delhi, India Smilegate Investment Full time

    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...

  • Investment Advisor

    2 months ago


    Delhi, India Favcy Venture Builders Full time

    **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...

  • Investment Advisor

    2 days ago


    Delhi, India Favcy Venture Builders Full time

    **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...


  • Delhi, Delhi, India Marquee Equity Full time

    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...

  • Investment Advisor

    2 months ago


    Delhi, India Foundation Wealth Capital Avenues Full time

    **Executive Assistant / Investment Manager** **FWCA LLP (Delhi & Mumbai)** - Full-time / Part time - Executive Assistant / Investment Manager We’re building a relationship-oriented system for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At FWCA, we embrace your strengths and your...

  • Investment Advisor

    2 months ago


    Delhi, Delhi, India Karizma Konnect Full time

    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...

  • Investment Advisor

    2 months ago


    Kailash Colony, Delhi, Delhi, India Favcy Venture Builders Full time

    **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...


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor You will have a frontend 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 indepth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    4 days ago


    Delhi, India MAX LIFE INSURANCE COMPANY Full time

    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**: -...

  • Investment Advisor

    2 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. 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.2. You will be required to perform in-depth analysis of clients' financial models, business projections, pitch decks and other documents and make reports...

  • Investment Advisor

    4 weeks ago


    Delhi, India OneBanc Full time

    About Us: OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...

  • Investment Advisor

    2 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Job Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity's relationships with them on an ongoing basisYou will be primarily working in creating...


  • Delhi, Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HR Location: Delhi, India About Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...