Senior Investment Advisor

9 hours ago


Mumbai, Maharashtra, India Motilal Oswal Fin Ser Limited Full time
About the Role
Motilal Oswal Fin Ser Limited is seeking a talented Senior Investment Advisor to lead our portfolio management team. As a Portfolio Manager Leader, you will be responsible for mentoring, monitoring, and driving a team of wealth managers to achieve AUM targets. Your key responsibilities will include managing a team, meeting revenue targets, conducting periodic trainings, and reviewing client portfolios. We require a post-graduate degree, 7+ years of experience in sales/wealth management, and a strong understanding of capital markets and investment products.

The successful candidate will have excellent leadership skills, ability to work under pressure, and strong analytical and problem-solving skills. They must also be able to communicate effectively with clients and colleagues alike. We offer a competitive salary of ₹80 lakh per annum, based on performance and industry standards. If you are a motivated and experienced investment professional looking for a new challenge, please apply for this position today

Job Requirements
- Post-Graduation degree
- 7+ years of experience in sales/wealth management, handling HNI clients
- Strong leadership skills and experience in team management
- Ability to work under pressure and meet deadlines
- Excellent communication and interpersonal skills


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Spark Private Wealth is seeking a Senior Investment Advisor to join our team. As a senior member of our investment research team, you will be responsible for leading investment research projects, developing financial models, and communicating your findings to clients.Key Responsibilities:Lead investment research projects and develop comprehensive research...


  • Mumbai, Maharashtra, India Snaphunt Full time

    About the OpportunityWe are seeking a highly skilled Strategic Investment Advisor to join our team at Snaphunt.Job SummaryThe Strategic Investment Advisor will be responsible for managing client relationships, analyzing financial situations, developing comprehensive plans, and recommending suitable investments.Key ResponsibilitiesClient Relationship...


  • Mumbai, Maharashtra, India HDFC securities Full time

    **Job Title:** Relationship Manager and Investment AdvisorHDFC Securities is seeking a skilled Senior Relationship Manager to join our team. In this role, you will be responsible for building strong relationships with clients, providing them with personalized investment advice, and helping them achieve their financial goals.Key Responsibilities:Develop and...


  • Mumbai, Maharashtra, India Wodehouse Capital Advisors Pvt Ltd Full time

    About the Role:">Wodehouse Capital Advisors is seeking an experienced Senior Level Individual to lead and grow our Deal/Transaction Advisory & Consultancy business in Mumbai. The ideal candidate will have a strong background in investment banking, with a proven track record of sourcing deals and building business from the ground up.">Key...


  • Mumbai, Maharashtra, India Carnelian Asset Management and Advisors Pvt Ltd Full time

    Carnelian Asset Management and Advisors Pvt Ltd is a renowned asset management platform based in Mumbai, seeking a seasoned Senior Equity Research Analyst to drive its research initiatives.Estimated Salary: ₹80,00,000 - ₹1,20,00,000 per annumJob Overview:The successful candidate will be responsible for conducting in-depth research and analysis of...


  • Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time

    Job Description:In this role, you will work as a senior financial advisor to identify and develop new opportunities to deliver advice and solutions to existing clients. You will also acquire new Wealth Management prospects by identifying customer needs and providing them with the right financial planning assistance and asset allocation through our Investment...


  • Mumbai, Maharashtra, India Ares Management Corporation Full time

    Investment Operations RoleAt Ares Management Corporation, we are seeking a skilled and experienced Investment Operations professional to join our team.Key Responsibilities:Manage Investment and Divestment activities, including scheduling IC committee meetings, preparing minutes and resolutions, and conducting Deal KYC.Oversee the daily operations of AIF...


  • Mumbai, Maharashtra, India Athena Investment Advisers Full time

    About the Role:We are seeking a highly skilled Senior Financial Analyst to join our finance team at Athena Investment Advisers. As a key member of the team, you will be responsible for analyzing financial data, identifying trends, and providing actionable insights to drive business growth.Responsibilities:Develop and maintain financial models, forecasts, and...


  • Mumbai, Maharashtra, India Athena Investment Advisers Full time

    Join Our TeamAthena Investment Advisers is seeking a highly skilled Financial Manager to join our team. In this role, you will play a key part in shaping the company's financial strategy and driving business growth.You will work closely with senior management to develop and implement financial plans, analyze company results, and identify areas for...


  • Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

    **About the Role:**Virtuous Advisors & Resources Private Ltd is a leading financial services firm that provides tailored solutions to high net worth individuals and families. We are seeking a skilled Sr. Portfolio Advisor to join our team and help us achieve our mission.Responsibilities:Provide expert advice on investment products and services to...


  • Mumbai, Maharashtra, India IN014 Marsh McLennan Global Services India Private Limited Full time

    IN014 Marsh McLennan Global Services India Private Limited is seeking an experienced Senior Investment Leader to join our team in Mumbai. The successful candidate will play a key role in transforming our investment capabilities globally.This is a hybrid role that requires working at least three days a week in the office, offering a great opportunity for...


  • Mumbai, Maharashtra, India GenZS Recruitment Solutions Full time

    At GenZS Recruitment Solutions, we are seeking a highly skilled Senior Stock Broker Advisor to join our team in Mumbai.The ideal candidate will have a strong background in stock broking and experience in advising high net worth individuals (HNIs) on currency and commodity products.We estimate the salary for this position to be around ₹50-70 lacs per annum,...


  • Mumbai, Maharashtra, India Bolt Techservices Full time

    **About the Role**Bolt Techservices seeks an experienced Senior Investment Manager to lead our regional investment efforts. As a key member of our team, you will be responsible for identifying and analyzing investment opportunities that align with our company's parameters.**Key Responsibilities**- Identify investment opportunities in line with Bolt...


  • Mumbai, Maharashtra, India Wodehouse Capital Advisors Pvt Ltd Full time

    Role OverviewSr. Transaction Advisor - Mergers & AcquisitionThis position involves leveraging entrepreneurial qualities to grow our Deal/Transaction Advisory & Consultancy business.Responsibilities:Source and close deals to drive business growth.Foster strong client relationships and networking capabilities within the banking, financial institutions, venture...


  • Mumbai, Maharashtra, India Rockstud Capital Full time

    Company OverviewRockstud Capital is a leading alternative asset management firm located in Mumbai, overseeing SEBI-registered schemes. Committed to early-stage startups and investments in public equities, the company focuses on long-term investment strategies and positive environmental and socioeconomic impacts.Job OverviewWe are seeking a highly skilled...


  • Mumbai, Maharashtra, India Vallum Capital Advisors Full time

    About Vallum Capital AdvisorsVallum Capital Advisors Private Ltd (PMS) is a leading investment management firm that offers a range of portfolio management services to its clients. Our team of experienced professionals works closely with our clients to understand their investment objectives and provides personalized investment solutions to meet their...

  • Senior Tax Advisor

    2 days ago


    Mumbai, Maharashtra, India MountTalent Consulting Full time

    Job Title: Senior Tax AdvisorMtaintal Consulting is seeking a highly skilled Senior Tax Advisor to join our team. As a key member of our tax advisory team, you will be responsible for providing expert advice to clients on corporate tax matters, including capital gains, tax payments, and preparation of return of income.Job Description:In this role, you will...


  • Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

    **Job Opportunity:** High Net Worth Client AdvisorVirtuous Advisors & Resources Private Ltd is a dynamic financial services conglomerate seeking a results-driven High Net Worth Client Advisor to join our team. As a seasoned professional with 8-15 years of experience in Investment Advisory/Wealth management, you will be responsible for developing and...


  • Navi Mumbai, Maharashtra, India Sutherland Global Services Private Limited Full time

    Job Description: Senior Investment AnalystSutherland Global Services Private Limited is seeking a skilled Senior Investment Analyst to join our Research and Markets Insights division. As a key member of our team, you will be responsible for providing expert-level research support to onboard new clients and lead pilot projects.Your Key...


  • Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

    **Job Title:** Senior Relationship Manager LeadAbout Virtuous Advisors & Resources Private Ltd:Virtuous Advisors & Resources Private Ltd is a financial services conglomerate focusing on both fund-based and non-fund-based services. Our vision is to create a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking,...