Investment Advisor

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell **1. **Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. **2. **Enable and influence branch teams to cross sell the investment...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

Urgent HiringJob Title: Equity AdvisorLocation: MumbaiDepartment: Sales & Client RelationsPosition Overview:We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their...

**We’re Hiring: Sales Executive - Mutual Funds** **Job Type**: Full-Time **Experience**: 1-5 Years **Salary**: ₹20,000-₹30,000 (Commensurate with Experience) **About the Role** We are looking for a driven **Sales Executive** with strong sales skills and a genuine passion for mutual fund products. The role involves **client calling, canvassing, and...

**(LOCATION: MUMBAI) - **Capital Stock Market NSE, BSE**: - Relationship Manager Equity Sales** **Division - Company Name: AJ Investment Services** - Deep Understanding of Clients Business Objectives and Challenges. - Creating Strategic Recommendations - Building Strong Relationship with our onboard and new clients. - Analyzing Clients Data. - You will act...

Job Description:Ideal candidate will have experience of working as an analyst in venture capital / family office / financial services consulting / professional services firm or start -ups. Excellent communication skills required with the ability to work with start -up founders and venture capital funds.Location: MumbaiRoles and responsibilities:Leading deal...

**Company Name -**Bonace Engineers Pvt. Ltd **Location -**Thane (HO) **Education -**Any Graduate / B.B.I / B.M.S - Marketing / MBA Marketing **Experience -**0-3 years **Job type -**Permanent **Job Opening -**Investment and Insurance Advisor **Department -**Boncare **Job Summary -** This role will give you the opportunity to work with us in scaling...

Roles and ResponsibilitiesProvide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.Develop and maintain strong relationships with...

**Company Description** At Forbes Advisor,**our mission is to help consumers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most. We are an experienced team of industry experts dedicated to helping consumers make...