Investment Advisor

3 weeks 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 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 an MBA in Finance/Marketing
- Excellent interpersonal & Presentable
- Excellent Communication Skills
- Knowledge of the Indian stock market

**Location
- Delhi, Lucknow, Chandigarh, Patna, Ranchi**

**1 position each**

**Interview
- 2 Rounds, Virtual and then F2F**

**Job Types**: Full-time, Permanent, Fresher

**Salary**: ₹300,000.00 - ₹400,000.00 per year

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- total work: 2 years (preferred)

Ability to Commute:

- Delhi, Delhi (required)

Ability to Relocate:

- Delhi, Delhi: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 7041440788



  • Delhi, Delhi, India Natra advisor pvt ltd Full time

    Natra Advisor Pvt Ltd OverviewWe are a reputable financial advisory firm committed to delivering exceptional results for our clients. Our team of experts is passionate about helping individuals achieve their long-term financial goals.Job SummaryWe are seeking an experienced Financial Advisor to join our team.The successful candidate will provide financial...


  • Delhi, Delhi, India Natra advisor pvt ltd Full time

    Natra Advisor Pvt Ltd Job OpportunityWe are a reputable financial advisory firm seeking an experienced Financial Advisor to join our team.Job DescriptionThe successful candidate will work closely with our clients to provide financial planning support and cultivate relationships with investment professionals.Key responsibilities include preparing financial...

  • Investment Advisor

    3 weeks 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

    4 weeks 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...


  • Delhi, India Natra Advisor Pvt Ltd Full time

    REPUTED MNC's/Corporate Req. Financial Advisor The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to...


  • Delhi, India Natra advisor pvt ltd Full time

    REPUTED MNC's/Corporate Req. Financial Advisor The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to...

  • Investment Advisor

    2 weeks 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...


  • New Delhi, India Natra advisor pvt ltd Full time

    REPUTED MNC's/Corporate Req. Financial Advisor The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients...


  • Delhi, Delhi, India Kotak Mutual Fund Full time

    Job Description:As an Investment Solutions Advisor at Kotak Mutual Fund, you will play a pivotal role in helping our HNI clients achieve their financial goals.Key Responsibilities:Develop and implement customized investment strategies for HNI clients, aligning with their risk tolerance and financial objectives.Provide ongoing monitoring and review of client...


  • Greater Delhi Area, India Natra advisor pvt ltd Full time

    REPUTED MNC's/Corporate Req. Financial Advisor The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities - Provide financial planning support to...


  • Greater Delhi Area, India Natra advisor pvt ltd Full time

    REPUTED MNC's/Corporate Req. Financial Advisor The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clients...


  • delhi, India Seven Consultancy Full time

    JOB DETAILS 1.Compliment a team of successful relationship managers by performing the pivotal role of investment 2.Develop and strengthen client relationships by demonstrating an in-depth understanding of financial 3.Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return 4.Generate advisory or...


  • Delhi, India Stack Wealth Full time

    Company OverviewStack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India’s emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we’re building an innovative, tech-driven platform to democratize access to personalized...


  • Delhi, India Stack Wealth Full time

    Company Overview Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India’s emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we’re building an innovative, tech-driven platform to democratize access to personalized...


  • Delhi, Delhi, India Natra advisor pvt ltd Full time

    About Natra Advisor Pvt LtdWe are a leading financial advisory firm dedicated to providing personalized investment solutions to our clients. Our team of experts works closely with clients to understand their financial goals and develop tailored plans to achieve them.Job DescriptionWe are seeking an experienced Financial Advisor to join our team. The ideal...


  • Delhi, Delhi, India Natra advisor pvt ltd Full time

    About UsNatra Advisor Pvt Ltd is a leading financial advisory firm dedicated to providing personalized investment solutions to our clients.Job RoleWe are seeking an experienced Financial Advisor to join our team.The successful candidate will provide financial planning support to clients and cultivate relationships with investment professionals.Key...

  • Investment Associate

    2 weeks ago


    Delhi, Delhi, India Nam Securities Limited Full time

    Nam Securities Limited is a leading stock broking company dedicated to providing top-notch financial services and investment solutions to our clients. Our mission is to empower investors with the knowledge and tools they need to achieve their financial goals. We are looking for a highly skilled and motivated **Investment Associate** to join our dynamic team...

  • Investment Associate

    2 weeks ago


    Delhi, India SAMHI Full time

    Job Description:Candidate shall be part of the Investments team and shall assist in identification and acquisition of assets in hospitality space. The role would involve conduct and assist in market research, feasibility study, cash flow analysis, IM preparation and due diligence for opportunities being evaluated. It would also include follow up and regular...

  • PCG Equity Advisor

    3 weeks ago


    Delhi, India MNR Solutions Pvt. Ltd. Full time

    Designation- PCG Equity Advisor Location- Connaught Place, Delhi Experience- 1+ years Notice - Immediate Joiners or currently serving. Key skills- Equity Advisor, Advisory Manager, NISM/NSE, Portfolio Management, Investment Advisor Industry- Financial Industry Job Description :- - Advising Super HNI clients on Equity, Derivatives, currency & commodity...