Current jobs related to Investment Expert Advisor - Bengaluru, Karnataka - Dezerv

  • Investment Advisor

    5 days ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Wealth Management ExpertiseNuvama Wealth is a leading provider of wealth management services, dedicated to helping high net worth individuals achieve their financial goals. Our team of experts provides personalized advice and services to ensure our clients' financial well-being.Job RoleThe Investment Advisor will be responsible for providing expert advice...

  • Investment Advisor

    4 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    Registered Investment Advisor - We seek a proactive SEBI-Registered Investment Advisor (RIA) to lead regulatory licensing, compliance, product strategy, and client advisory. - Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment experts, and...

  • Investment Advisor

    3 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    Registered Investment Advisor - We seek a proactive SEBI-Registered Investment Advisor (RIA) to lead regulatory licensing, compliance, product strategy, and client advisory. - Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment experts, and...

  • Investment Advisor

    3 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    About the jobCompany 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...

  • Investment Advisor

    3 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    About the jobCompany 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...

  • Registered Investment Advisor

    4 weeks ago

    Bengaluru, Karnataka, 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 wealth...

  • Registered Investment Advisor

    4 weeks ago

    Bengaluru, Karnataka, 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 wealth...

  • Registered Investment Advisor

    3 weeks ago

    Bengaluru, Karnataka, 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 wealth...

  • Expert Advisor

    2 days ago

    Bengaluru, Karnataka, India Rooman Technologies Full time

    Rooman Technologies is proud to announce its partnership with leading organizations from Industry, Academia, and Government to bridge the skill gap for engineering students and make them job-ready. We're launching the WIINNR Program, a first-of-its-kind initiative designed to enhance placement opportunities for students.About the RoleWe're looking for...

  • Investment Analyst

    4 weeks ago

    Bengaluru, Karnataka, India Arena Investors I Quaestor Advisors Full time

    About Us:Arena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.  Arena specializes...

  • Investment Processing Expert

    6 days ago

    Bengaluru, Karnataka, India Dezerv Full time

    We are seeking an Investment Processing Expert to join our team at Dezerv. As a key member of our operations team, you will play a crucial role in helping us deliver exceptional investment experiences to our clients.With your experience in dealing with securities, including direct equity, ETFs, mutual funds, and bonds, you will be able to process investment...

  • Technical Expert Advisor

    9 hours ago

    Bengaluru, Karnataka, India NTT DATA North America Full time

    Job Summary">The Technical Expert Advisor will be responsible for documenting technical solutions and articulating the value of NTT Data's offerings during customer presentations and negotiations.The ideal candidate will have excellent communication and leadership skills, with the ability to lead smaller, less complex managed services engagements.

  • Financial Wealth Advisor

    1 day ago

    Bengaluru, Karnataka, India Dezerv Full time

    About the Opportunity:">We are seeking a Financial Wealth Advisor to join our team at Dezerv. As a key member of our business team, you will engage with high-net-worth clients, providing expert guidance on portfolio management and investment strategies.">Your Key Responsibilities:">">You will evaluate customer requirements and asset distribution, actively...

  • Investment Solutions Expert

    5 days ago

    Bengaluru, Karnataka, India Dezerv Full time

    Job Description:We are seeking dynamic professionals to join our business team at Dezerv, a house of investing solutions for high net worth and affluent Indians. As a key member of our team, you will engage with discerning clients possessing a net worth of 50 lakhs and above to help them understand our Portfolio Management Service in Mutual Funds. You will...

  • Asset Class Expert

    6 days ago

    Bengaluru, Karnataka, India Arena Investors I Quaestor Advisors Full time

    Asset Class ExpertArena Investors I Quaestor Advisors is expanding its team of experts in structured products. We are seeking an experienced Asset Class Expert to join our investment team, focusing on Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS), and Collateralized Loan Obligations (CLOs). This role requires a deep understanding of these...

  • Investment Compliance

    2 weeks ago

    Bengaluru, Karnataka, India State Street Full time

    Who we are looking for Looking for compliance professional who understand and can provide end-to-end support to investment company Mutual Fund clients their Compliance teams by sharing primarily meaningful insights about the funds ability to comply with i SEC Securities and Exchange Commission requirements and ii investment guidelines stated in...

  • Investment Team Analyst

    7 days ago

    Bengaluru, Karnataka, India Arena Investors I Quaestor Advisors Full time

    Job Summary:We are looking for an experienced Senior Analyst to join our Client Service and Marketing team at Arena Investors I Quaestor Advisors. As the lead analyst, you will be responsible for overseeing our analyst team in Bangalore, focusing on production and analysis for recurring and bespoke marketing and client materials.You will work closely with...

  • Investment Product Specialist

    4 days ago

    Bengaluru, Karnataka, India Navi Full time

    Job Summary:The Mutual Fund Sales Representative will be responsible for promoting and selling Navi's mutual fund products to individual and institutional clients.This role requires a deep understanding of financial markets, investment products, and strong sales skills.The ideal candidate will build and manage relationships with financial advisors,...

  • Senior Vice President of Investments India

    5 days ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    State Street Global AdvisorsAt State Street Global Advisors, we believe in the importance of investing in human capital. Our investments team in Bangalore plays a crucial role in helping our clients achieve their investment objectives, and we are seeking an experienced leader to join our team.">About the RoleThe Senior Vice President of Investments India...

  • Investment Compliance

    4 weeks ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    Job DescriptionWho we are looking for:Looking for compliance professional who understand and can provide end-to-end support to investment company (Mutual Fund) clients & their Compliance teams by sharing, primarily, meaningful insights about the funds ability to comply with (i) SEC (Securities and Exchange Commission) requirements and (ii) investment...

Investment Expert Advisor

1 week ago

Bengaluru, Karnataka, India Dezerv Full time
The Role at Dezerv

We are seeking highly skilled professionals to join our business team as Financial Partners. In this capacity, you will engage with discerning clients possessing a net worth of 50 lakhs and above, guiding them towards understanding Dezerv's Portfolio Management Service in Mutual Funds. Your main objective will be to facilitate informed investment decisions and convert these high-intent clients into Dezerv's portfolio products.