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...

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...

**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...

**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...

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...

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**: -...

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...

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...

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...

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...

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...

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...

Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title:Manager of SalesDepartment:Real Estate DivisionSegment:Commercial & InstitutionalLocation:Delhi, IndiaReports To:Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...

Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title: Manager of SalesDepartment: Real Estate DivisionSegment: Commercial & InstitutionalLocation: Delhi, IndiaReports To: Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...

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...

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...

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...

KAAML is part of Kotak Mahindra Bank Limited ("Group") and currently has following business:- Investment Manager of Alternate Investment Funds (AIF) – Domestic and GIFT City- Investment Advisory- Digital distribution platform viz. Kotak CherryJob Responsibility:1 Evaluation of Transactions• Preparation/review of business plan, valuations and other...

Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title: Manager of SalesDepartment: Real Estate DivisionSegment: Commercial & InstitutionalLocation: Delhi, IndiaReports To: Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...