Investment Advisor

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

**Job Title: Investment Coach** **Location: HSR Layout, Bangalore** **Experience - 0 to 4 years ( finance and Investements )** **Qualifications** **-Education: Graduate or Postgraduate in Finance, Business Administration, Economics, or Commerce.** **-Work Experience: 6 months to 3 years in telesales, preferably in the financial services domain....

Making sound investment strategies for investor acquisition and retention. - Lead generation for investment raising. - Ensuring investor satisfaction by building good relationship with investor. - Managing investment activities pre-closing & post closure. - Research/Reporting on area of investment. - Maintaining relationships with investors, investment...

WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and...

Investment Executive - Investment Pitching We, SHEEGR Seafood & Logistics 600 crore air cargo logistic project that will collect seafood from the nearest harbour and ensure speedy delivery of seafood for every person to enjoy the fresh taste. **Responsibilities** Pitching Investment concept and advisory services to prospective investors and expand...

Job Title: Investment Analyst Single Family OfficeLocation: Bangalore, IndiaReporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 yearsCandidate Profile QualificationsMBA (Finance) from a reputable B-school• CFA Level 2 cleared or in progressPreferred Experience• Listed equity research (Indian public markets)• Deal evaluation...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...

ONLY CANDIDATES WITH RELEVANT I-BANKING EXPERIENCE WILL BE CONSIDEREDWe are looking to add a senior profile for our fast growing investment banking team at Veda Corporate Advisors Bangalore office. The role will to be mainly focus on lead execution of deals and supporting in business development efforts. Experience in technology, newage and consumer segments...