(3 Days Left) Investment Portfolio Advisor
3 weeks ago
Job Description What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key Responsibilities: Direct Responsibilities: - Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance, and other products launched from time to time. - Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. - Create an incremental SIP Book. - Responsible for achieving New Business development targets by reactivating and activating new clients. - Ensure all clients are met on a regular basis. - Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: - Graduate in any stream with basic knowledge of financial markets across different product lines. - NISM VA (for Mutual Funds) certification. - NISM XXI A (for PMS) certification. - Insurance Corporate Agency License (SP Certificate) (for Insurance). - NISM XIII A (for SIF) certification.
-
Investment Advisor
4 days ago
Hyderabad, India Zest Home Healthcare & Facility Services Pvt. Ltd. Full timeTitle - Investment/Financial Advisor Qualification - MBA in Finance and NISM Series - Investment Adviser X (Level 1) & (Level2) Experience - Minimum 1 yr with Employer Letter head. Salary - 3Lakh to 4.5Lakh Job Location : Hyderabad Roles and Responsibilities Lead generation through various avenues. Calling customers and updating them about the...
-
Investment Specialist
3 weeks ago
Hyderabad, India Kotak Mahindra Bank Full timeJob Role: - Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area - Penetration of client base for creating new investors in MF / investments from existing client base - Increase in (investments products) productivity of Phone Banking officers - Acquisitions (NTB) attributed to presence...
-
Investment Advisor Wealth Management
1 week ago
Delhi, Gurugram, Hyderabad, NCR, India Hireginie Talent Cloud Full time ₹ 15,00,000 - ₹ 25,00,000 per yearConnect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...
-
Investment Advisor
24 hours ago
Hyderabad, Telangana, India Talentroof Infotech Private Limited Full time**Job Title**: Investment Specialist / Sr. Investment Specialist **Department**: Super Investor **Reports to**: Regional Head / Territory Manager SI **Location**: Branch / Regional Office **Grade**: M1 (Functional) **People Management Responsibility**: No **NISM - 5A** **Direct Responsibilities** - **Asset Gathering**: Offer a range of asset-gathering...
-
Investment Portfolio Manager
1 week ago
hyderabad, India beBeeInvestor Full timeJob OverviewWe help individuals achieve their financial goals by leveraging our team's extensive experience in investment management.Our approach is centered around providing personalized service to meet the unique needs of each client.Key Responsibilities include:Processing transactions across various asset classes, including mutual funds, direct equity,...
-
Chief Investment Officer
4 weeks ago
Hyderabad, India VCMint Full timeAbout VCMintVCMint is a founder-led fund backing venture-scale startups with private capital — fueling bold ideas and resilient founders at the earliest stages. We typically write $100k–$200k cheques at seed/early stages and selectively participate in growth to pre‑IPO opportunities.We are sector‑curious and founder‑led: we back teams building...
-
Chief Investment Officer
4 weeks ago
Hyderabad, India VCMint Full timeAbout VCMint VCMint is a founder-led fund backing venture-scale startups with private capital — fueling bold ideas and resilient founders at the earliest stages. We typically write $100k–$200k cheques at seed/early stages and selectively participate in growth to pre‑IPO opportunities.We are sector‑curious and founder‑led: we back teams...
-
Chief Investment Officer
4 weeks ago
Hyderabad, India VCMint Full timeAbout VCMintVCMint is a founder-led fund backing venture-scale startups with private capital — fueling bold ideas and resilient founders at the earliest stages. We typically write $100k–$200k cheques at seed/early stages and selectively participate in growth to pre‑IPO opportunities. We are sector‑curious and founder‑led: we back teams building...
-
Equity Advisor
7 days ago
Hyderabad, Telangana, India Samsiddhi Business Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Description Company name Geojit Financial ServicesPOSITION EQUITY DEALER/ EQUITY ADVISOR EXPERIENCE MIN 1 YEAR IN STOCK MARKET COMPANYLOCATION - HyderabadSKILLS Should have worked as Equity dealer or Advisor . They have to book share orders on behalf of clients.The dealers are employees who play a link between the customer and the stock exchange . They...
-
Investment Advisor
24 hours ago
Hyderabad, India True wealthing Full time**Are you from Telangana ?**: - Are you looking for financial freedom with a freelancer position **?**: - Willing to be RICH by getting REAL PASSIVE Income with ZERO investment **?**: - Do you want to invest your TIME, KNOWLEDGE & NETWORK to grow? - **No boss - No reporting. A true WIN-WIN situation.** Free training and support will be provided. **Send...