
Senior Investment Advisor
5 hours ago
Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans, monitoring the performance of portfolios, and providing ongoing customer service and support. The advisor will also stay updated with the latest market trends and regulatory requirements to provide accurate and timely advice to clients.QualificationsProficiency in Financial Planning and FinanceExperience in Investments and Investment StrategiesStrong Customer Service skillsExcellent written and verbal communication skillsAbility to work effectively in a teamProfessional certifications such as CFA, CFP or similar are a plusBachelor's degree in Finance, Business, or a related field
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Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
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Senior Investment Advisor
1 day ago
mumbai, India Puneet Pande Full timeRole DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
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Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
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Senior Investment Advisor
1 day ago
Mumbai, India Puneet Pande Full timeRole Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...
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Investment Advisor
2 weeks ago
Mumbai, Maharashtra, India The Aghron Forum Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...
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Investment Advisor
7 days ago
Mumbai, India The Aghron Forum Full timeCompany Description The Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...
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Investment Advisor
15 hours ago
Mumbai, India Talent Corner HR Services Pvt. Ltd. Full timeEducate clients regarding the range of applicable investment options available to them Determine the risk tolerance of clients Develop personally tailored investment solutions for clients Follow through on the investment actions approved by clients Maintain proper documentation of investment actions taken on behalf of clients Maintain an up-to-date...
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Senior Investment Analyst
3 weeks ago
Mumbai, Maharashtra, India Magadh Capital Full timeCompany DescriptionMagadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai.Role DescriptionThis is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...
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Senior Investment Analyst
3 weeks ago
Mumbai, Maharashtra, India Magadh Capital Full timeCompany Description Magadh Capital Advisors LLP is a boutique asset management firm( PMS/AIF) based in Mumbai. Role Description This is a full-time on-site role for a Senior Investment Analyst at Magadh Capital in Mumbai. The Senior Investment Analyst will be responsible for analyzing investment opportunities, conducting equity research, preparing financial...
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Investment Advisor
1 week ago
Ghansoli, Navi Mumbai, Maharashtra, India Core 360 Solutions Pvt Ltd Full time**Core 360 Solutions: Investment Advisor & Sales Associate for Stock Market Process** **Location: Navi Mumbai** **Salary: Up to ₹25,000 in-hand + exciting incentives** **We are hiring for a Sales Associate role in the Stock Market Process. This position involves understanding customer portfolios and pitching the company's membership plans for...