Investment Advisory Sales

Key Responsibilities: As a highly skilled Investment Advisory Sales & Business Development Professional, you will be responsible for acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies. You will also prepare reports and presentations for investor awareness and client engagement. Additionally, you will...

About CorenzaCorenza is a distinguished investment advisory firm with a strong foundation of over 20 years and 2000+ Cr in assets under management. Backed by a team of 50+ professionals, the firm provides a wide array of services, including Financial and Investment Planning, Cross-Border Taxation, Financial Transitions, Retirement Planning, and Asset...

Job Title: Portfolio ManagerAbout the Role:Desvelado Advisory Private Limited is seeking a skilled Portfolio Manager to assess clients' risk tolerance and develop investment portfolios that maximize their financial gains. The ideal candidate will have a strong understanding of investment strategies and risk management, and will be able to craft investment...

We are seeking an Investment Advisory Consultant who can effectively manage Assets Under Management (AUM) for our clients. The ideal candidate should have a strong background in finance and sales, with experience in wealth management and portfolio management.Key Responsibilities:Acquiring clients through investment planning, goal-based financial planning,...

About HDFC Securities:HDFC Securities is a leading financial services company that offers a wide range of investment products and services to its clients.Key Responsibilities:Provide expert investment advice to high net worth individuals, family offices, and corporates, helping them achieve their financial goals.Build and maintain strong relationships with...

Economic Growth Advisory Manager Role Overview KPMG India is seeking an experienced professional to join our Economic Growth Advisory team as a Manager. The ideal candidate will have a strong background in economics and data analysis, with a proven track record of driving strategic initiatives and collaborating with government and private sector...

Key ResponsibilitiesAs a trusted financial consultant, you will serve high net worth individuals, family offices, and corporates, acquiring new client relationships and building personal assets under administration (AUA) to achieve targets.Client-Centric ApproachDevelop a comprehensive strategy that considers all aspects of the client's finances and...

At Desvelado Advisory Private Limited, we are seeking a highly skilled Portfolio Manager to join our team.As a Portfolio Manager, you will play a key role in assessing our clients' risk tolerance and conducting in-depth market research to develop tailored investment portfolios that maximize their financial gains.Key Responsibilities:• Craft investment...

At Keiretsu Advisory, we seek a seasoned Valuation Specialist to lead our financial valuations and equity compensation analysis. This critical role requires a deep understanding of multiple valuation methods, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and Precedent Transaction Analysis (PTA).The ideal candidate should...

Key ResponsibilitiesAs a key member of our team, you will be responsible forMarket Analysis: Understanding the markets and providing technical and fundamental stock market reports to HNI/UHNI clients.Advisory Calls: Advising clients on various trading and stock ideas based on market analysis.Sales and Business Development: Generating direct brokerage...

Key Responsibilities:Provide expert advice on investment opportunities to high net worth individuals and ultra high net worth individuals.Stay up-to-date with market trends and provide technical and fundamental stock market reports to clients.Generate revenue for the brokerage firm by advising clients on various trading and stock ideas.Improve market share...

About KPMG IndiaKPMG in India is a leading professional services firm that provides a wide range of services to private enterprises, state governments, PSUs, central government institutions, and international donor organizations. Our food and agribusiness consulting practice is one of the leading practices in the country, offering services that encompass the...

Main Responsibilities:As a key member of our team, you will be responsible for managing and performing ESG and EHS due diligence for acquisitions, divestitures, mergers, joint ventures, capital raising, and project finance, including Equator Principle reviews and property sales and leases.You will also conduct E&S due diligence for project finance and...

The OpportunityWe are seeking a passionate and experienced Advisory Systems Engineer to join our team at Nutanix. As a trusted advisor to our customers, you will play a pivotal role in helping them transform their business through the adoption of our solutions portfolio.About the RoleAs an Advisory Systems Engineer, you will be responsible for architecting...

Role Overview:We are seeking a skilled Investment Advisor/ Relationship Manager to join our team at Mounee Consulting Services. The ideal candidate will be responsible for new client acquisition, relationship building, and deepening existing relationships to improve investor networks for equity advisory services.Key Responsibilities:Identify and acquire...

Tax Leadership Role at Mercurius Advisory ServicesMercurius Advisory Services seeks a highly skilled Tax Leadership professional to oversee all tax-related decisions and activities in the organization. This key role is responsible for ensuring tax compliance and staying up-to-date on new tax laws.Key ResponsibilitiesPerform Tax Research: Conduct thorough...

About the RoleWe are seeking an experienced professional to join our Economic Growth Advisory team as a Manager. The successful candidate will have a strong background in economics, data analysis, and trade promotion, with a proven track record of driving strategic initiatives and collaborating with government clients.Key ResponsibilitiesDevelop and...

**Job Summary**HDFC Sales Private Limited is seeking a skilled and experienced Sales Officer – Home Loan to join our team. As a Sales Officer, you will be responsible for monitoring HL data, cross-selling insurance, fixed deposits, and other products to home loan customers.The ideal candidate will have excellent communication skills, be open to travel, and...

Job Overview: We are seeking a highly motivated Sales Officer to join our team at HDFC Sales Private Limited. As a Sales Officer, you will play a crucial role in identifying and acquiring new business opportunities, building strong relationships with customers, and driving sales growth. Key Responsibilities: Monitor and cross-sell HDFC Life and...

Job Title: Sales Officer - Home Loan SpecialistRoles and Responsibilities:To monitor closely the home loan data and cross-sell insurance, fixed deposits, and other products as introduced by HDFC Sales to home loan customers.To source open market business and achieve assigned targets.To be aware of the products offered by the company and understand...