
Investment Advisor
14 hours ago
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
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Investment Advisor
5 days ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private
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Investment Advisor
6 days ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private
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Investment Advisor
9 hours ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Investment Advisor
3 weeks ago
Bengaluru, Karnataka, India wowJobs Full timeContribute to achieving financial targets and business composition goals of theorganization.Achieve ROI that surpasses the benchmark index for the portfolio, while managingacceptable risk levels.Guide Wealth Managers on the latest products to enhance their sales pitches.Actively engage in internal discussions to collaboratively develop house views across...
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Investment Specialist
4 weeks ago
Bengaluru, Karnataka, India Workassist Full timeJob DescriptionWork Level: IndividualCore: AdaptableLeadership: Team AlignmentIndustry Type: Asset ManagementFinancial ServicesFunction: Investment AdvisorKey Skills: Mutual Fund,Wealth,Investment Advisor,Investment Counseller,Investment SpecialistEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring Partner.Primary...
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Property Advisor
2 weeks ago
Bengaluru, Karnataka, India Pin Click Full timeCompany DescriptionPin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and rewarding...
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Property Advisor
5 hours ago
Bengaluru, Karnataka, India RBD Ventures Pvt. Ltd Full timeJob DescriptionCompany DescriptionRBD Ventures Pvt. Ltd. is a Bengaluru-based real estate firm specializing in property development and real estate consultancy. We have a strong presence across India and Dubai, offering residential projects and curated premium properties through strategic partnerships with top-tier builders. Our projects focus on delivering...
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Property Advisor
4 weeks ago
Bengaluru, Karnataka, India Pin Click Full timeCompany DescriptionPin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and rewarding...
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Property Advisor
3 weeks ago
Bengaluru, Karnataka, India Pin Click Full timeCompany Description Pin Click is a tech-enabled, independent real estate advisor. We work with real estate developers to market their residential inventory, accelerating sales and providing unbiased advisory services to simplify the home buying process for clients. Our mission is to transform real estate transactions into intelligent, efficient, and...
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Senior Accountant
14 hours ago
Bengaluru, Karnataka, India Stronghold Investment Management Full timeJob DescriptionFirm / Opportunity Overview:Stronghold Investment Management ('Stronghold,' 'SIM,' or 'the Firm') is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid...