
Strategic Equity Advisor
7 days ago
Seeking an experienced and dynamic professional to lead our equity team. This role requires a deep understanding of equity processes, strong communication skills, and the ability to work effectively with clients, prospects, and internal teams.
Key Responsibilities:- Oversee all aspects of the deal process, collaborating with internal teams and external stakeholders to ensure seamless execution.
- Develop compelling pitch books for various equity transactions, ensuring content is tailored to specific audiences.
- Guide the structure and flow of presentations, making them clear, persuasive, and aligned with client goals.
- Provide strategic insights into financial projections, scenario analysis, and valuation metrics.
- Conduct in-depth industry research to identify trends, opportunities, and risks.
- Mentor junior team members, fostering a culture of excellence and learning.
- Guide the team through all stages of pitch book development from brainstorming to final execution.
- Lead discussions with prospective clients, presenting our capabilities and understanding client needs.
- Contribute to deal origination by preparing client proposals, market analyses, and engaging in idea generation.
We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
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Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India Chola Securities Full timePosition: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...
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Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India Chola Securities Full timePosition: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...
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Equity Advisor
1 week ago
Mumbai, Maharashtra, India Chola Securities Full timePosition: Equity Advisor- Partner Alliances Location: Mumbai Experience: Minimum 1-5 years in a similar role Job Summary: We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing...
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Equity Advisor
13 hours ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearVacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor
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Equity Advisor
1 week ago
Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 8,00,000 per yearJob Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...
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PCG Equity Advisor
2 weeks ago
Mumbai, Maharashtra, India 2sr Innovations Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPCG Equity AdvisorShould have experience in handling HNI, UHNI,have experience in Trading and Order Punching,should have knowledge of derivatives, options, cash, and trading.Candidate should have exp in client acquisition and client servicing Required Candidate profileQualification: Graduation Experience: 3+ Years in Equity / MF / PMS / Broking Domain...
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Strategic Advisor
6 days ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeRole Overview We are looking for a highly experienced professional to join us as Strategic Advisor to the Promoter . The role requires a deep understanding of Investment Banking and Asset Reconstruction business , and the ability to work closely with the Promoter to shape strategy, monitor deal pipelines, and provide oversight on transaction execution. This...
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Strategic Advisor
1 week ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeRole Overview We are looking for a highly experienced professional to join us as Strategic Advisor to the Promoter . The role requires a deep understanding of Investment Banking and Asset Reconstruction business , and the ability to work closely with the Promoter to shape strategy, monitor deal pipelines, and provide oversight on transaction...
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Financial Advisor Champion
6 days ago
Mumbai, Maharashtra, India beBeeCoFounder Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Chief Business OfficerWe are seeking a visionary leader to drive strategic growth and scale our unique model. This is an opportunity to be part of a movement that revolutionizes the relationship between financial advisors and institutions.Our philosophy is built on one radical belief: the advisor is the asset, and they should own a piece of the value they...
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Strategic Equity Expert
1 week ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Equity Research ExpertThe role of an Equity Analyst is a key function within our organization, aimed at driving growth through expert financial analysis and informed investment decisions.As part of this team, you will be responsible for conducting in-depth financial analysis of various equities, developing and maintaining complex financial models, and...