Investment Advisory Associate
2 weeks ago
About Corenza
Corenza 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 Transfers.
Key Responsibilities:
• Collaborate with the Client Relationship Manager to identify client needs and provide personalized financial planning assistance.
• Assist in the management of client portfolios, comprising Mutual Funds, Portfolio Management Services (PMS), Direct Equity, and other investment products.
• Develop a strong understanding of Mutual Funds, PMS, and other investment products to provide informed guidance to clients.
• Work closely with various departments within the organization, including Research, Insurance, Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
• Engage with existing and prospective clients alongside the Client Relationship Manager to address client inquiries and provide relevant information and insights.
• Provide clients with pertinent information and updates regarding portfolio reviews, Systematic Investment Plans (SIPs), and other relevant financial discussions.
Ideal Candidate:
• Graduate with 1 to 3 years of experience in investment advisory or a related field
• Strong oral and written communication skills to effectively interact with clients and colleagues
• Proficiency in MS Excel and PowerPoint to analyze data and create presentations
• Experience in investment advisory within the financial services sector will be an added advantage
• Openness to learning and utilizing technology to enhance job performance
-
Investment Portfolio Manager
2 weeks ago
Delhi, Delhi, India Desvelado Advisory Private Limited Full timeJob 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...
-
Investment Advisory Sales
3 weeks ago
Delhi, Delhi, India TheSearchHouse Full timeKey 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...
-
Investment Advisory Sales
2 weeks ago
Delhi, Delhi, India TheSearchHouse Full timeJob Title: Investment Advisory Sales & Business Development ManagerWe are seeking an experienced Investment Advisory Sales & Business Development Manager to join our team at TheSearchHouse. As a key member of our core team, you will be responsible for acquiring clients on investment planning, goal-based financial planning, and asset allocation...
-
Tax Advisory Associate
4 weeks ago
Delhi, Delhi, India HRhelpdesk Full timeAbout HRhelpdeskWe are a HR Advisory Company that has been retained to manage end-to-end recruitment processes for BMR Legal Advocates, a boutique law firm specializing in Corporate, International Tax, Transfer Pricing, GST, Customs & Trade, and litigation services.Job SummaryThe Associate/Senior Associate will be responsible for managing client engagements...
-
Tax Advisory Associate
3 weeks ago
Delhi, Delhi, India HRhelpdesk Full timeAbout HRhelpdeskWe are a HR Advisory Company that has been retained to manage the end-to-end recruitment process for BMR Legal Advocates, a boutique law firm specializing in Corporate, International Tax, Transfer Pricing, GST, Customs & Trade, and litigation services.Job SummaryThe Associate/Senior Associate will be responsible for managing client...
-
Delhi, Delhi, India TheSearchHouse Full timeWe 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,...
-
Delhi, Delhi, India Vena Energy Full timeJob OverviewVena Energy is seeking a highly skilled Investment Associate/Senior Investment Associate to join their team in India. This role will be responsible for conducting investment due diligence and supporting business development for the Vena Energy group of companies.Responsibilities:Develop and maintain financial models to support investment and...
-
Tax Advisory Associate
3 weeks ago
Delhi, Delhi, India HRhelpdesk Full timeAbout the CompanyHRhelpdesk is a HR Advisory Company that has been retained to manage end-to-end recruitment processes for BMR Legal Advocates, a boutique law firm specializing in corporate international tax, transfer pricing, GST, customs, and trade, with expertise in litigation services, controversy management, strategic transaction advisory, and...
-
Investment Associate
2 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the Role Vena Energy is seeking an experienced Investment Associate to join our team. As an Investment Associate, you will be responsible for conducting investment due diligence and supporting business development for Vena Energy group of companies in India. Key Responsibilities Develop and Maintain Financial Models: Create and maintain accurate...
-
Investment Associate
4 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the PositionAs an Investment Associate / Senior Associate at Vena Energy, you will be responsible for conducting investment due diligence and supporting business development for the company's group of companies in India.Key ResponsibilitiesDevelop and maintain financial models to support investment and financing decisions.Prepare detailed investment...
-
Investment Associate
3 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the RoleWe are seeking an experienced Investment Associate / Senior Associate to join our team at Vena Energy. As a key member of our investment team, you will be responsible for conducting investment due diligence and supporting business development for our group of companies in India.Key ResponsibilitiesDevelop and maintain financial models to...
-
Investment Associate
3 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the Role Vena Energy is seeking a skilled Investment Associate / Senior Associate to join our team. Main Responsibilities Develop and maintain financial models to support investment decisions Prepare detailed investment documents and investment approval requests Assist in asset and portfolio valuations Liaise with external parties, including...
-
Tax Advisory Specialist
2 weeks ago
Delhi, Delhi, India HRhelpdesk Full timeAbout the CompanyHRhelpdesk is a HR Advisory Company retained to manage the end-to-end recruitment process for BMR Legal Advocates, a boutique law firm specializing in corporate, international tax, transfer pricing, GST, customs, and trade with expertise in litigation services, controversy management, strategic transaction advisory, and policy.Job SummaryThe...
-
Investment Advisor
2 weeks ago
Delhi, Delhi, India Mounee Consulting Services Full timeRole 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...
-
Economic Growth Advisory Manager
2 weeks ago
Delhi, Delhi, India KPMG India Full timeEconomic 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...
-
Investment Banking Associate
3 weeks ago
Delhi, Delhi, India Marquee Equity Full timeRole SummaryAs a Senior Associate at Marquee Equity, you will play a key role in driving our fundraising efforts. Your primary responsibility will be to identify and engage with potential investors, building relationships and pitching our services to secure new business.Key Responsibilities• Conduct research on potential investors and their companies to...
-
Strategic Portfolio Manager
3 weeks ago
Delhi, Delhi, India Desvelado Advisory Private Limited Full timeAt 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...
-
Delhi, Delhi, India Vena Energy Full timeAbout the PositionAt Vena Energy, we are seeking an experienced Investment Associate to join our team. As a key member of our investment department, you will be responsible for conducting investment due diligence and supporting business development for our group of companies in India.ResponsibilitiesDevelop and maintain financial models to support investment...
-
Tax Advisory Manager
3 weeks ago
Delhi, Delhi, India HRhelpdesk Full timeAbout HRhelpdeskWe are a HR Advisory Company that has been retained to manage the end-to-end recruitment process for BMR Legal Advocates, a boutique law firm specializing in Corporate International Tax, Transfer Pricing, GST, Customs & Trade, and litigation services.The Managing/ Principal Associate will be responsible for managing client engagements related...
-
Investment Associate
4 weeks ago
Delhi, Delhi, India Vena Energy Full timeAbout the PositionAs a key member of the Vena Energy team, you will be responsible for conducting investment due diligence and supporting business development for the company's group of companies in India.Key ResponsibilitiesDevelop and maintain financial models to support investment and financing decisions.Prepare detailed investment documents and...