Senior Investment Advisor

Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

Company Description The Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

Educate clients regarding the range of applicable investment options available to them Determine the risk tolerance of clients Develop personally tailored investment solutions for clients Follow through on the investment actions approved by clients Maintain proper documentation of investment actions taken on behalf of clients Maintain an up-to-date...

Company DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

Company Description Magadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai. Role Description This is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...

Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. Qualification: Minimum Graduate...