Investment Advisor

6 days ago

Lucknow, India HomeswarD Infrastate (OPC) Private Limited Full time

The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role:

- **Client Consultation**:

- Meet with clients to understand their financial goals, risk tolerance, and investment preferences related to real estate.
- **Market Research**:

- Conduct thorough research on real estate markets, property types, and investment trends to identify potential opportunities for clients.
- **Investment Analysis**:

- Evaluate and analyze real estate investment opportunities, including financial performance, potential returns, and associated risks.
- **Due Diligence**:

- Perform due diligence on properties, considering factors such as location, market demand, property condition, and regulatory compliance.
- **Financial Modeling**:

- Create financial models to assess the feasibility and profitability of real estate investments.
- **Portfolio Management**:

- Assist clients in developing and managing real estate investment portfolios that align with their financial objectives.
- **Risk Management**:

- Provide advice on risk mitigation strategies and potential challenges associated with specific real estate investments.
- **Investment Recommendations**:

- Present investment recommendations to clients based on research, analysis, and a deep understanding of their financial goals.
- **Client Education**:

- Educate clients on various real estate investment strategies, market dynamics, and industry trends to help them make informed decisions.
- **Financial Planning**:

- Integrate real estate investments into clients' overall financial plans, considering their broader investment portfolio and financial objectives.
- **Negotiation**:

- Assist clients in negotiating real estate transactions, including purchase agreements, lease agreements, and financing terms.
- **Compliance**:

- Ensure that all real estate transactions and investment strategies comply with relevant laws, regulations, and ethical standards.
- **Relationship Management**:

- Build and maintain strong relationships with clients, understanding their evolving financial needs and adjusting investment strategies accordingly.
- **Market and Industry Updates**:

- Stay informed about changes in real estate markets, economic conditions, and regulatory landscapes to provide up-to-date advice.
- **Communication**:

- Effectively communicate complex financial concepts and investment strategies to clients in a clear and understandable manner.

Qualifications:
Investment Advisor in a real estate company typically include a combination of education, experience, and skills:

- A bachelor's or master's degree in finance, real estate, business, or a related field.
- Proven experience in real estate investment analysis and advisory roles.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Knowledge of real estate laws, regulations, and market dynamics.

**Salary**: ₹280,000.00 - ₹401,962.19 per year

**Benefits**:

- Internet reimbursement

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Lucknow City, Uttar Pradesh (preferred)

Ability to Relocate:

- Lucknow City, Uttar Pradesh: Relocate before starting work (preferred)

Work Location: In person

  • Investment Advisor

    2 weeks ago

    Lucknow, India Awadh Landmark reality pvt ltd Full time

    Job Description: - **Smart Planning**: - Make cool strategies to help the company's real estate investments succeed and meet financial goals. - **Money Detective**: - Investigate the financial health of our real estate investments, keeping an eye on budgets, forecasts, and performance. - **Resource Juggler**: - Figure out where to put our money in...

  • Financial Advisor

    2 weeks ago

    Lucknow, India Satrix Technologies Full time

    **job summary** **Financial Advisor responsibilities and duties** The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to. - Provide...

  • Equity Advisor

    3 weeks ago

    Lucknow, India YES SECURITIES Full time

    Job Description Company Description At YES SECURITIES, we combine extensive knowledge, experience, and a keen understanding of financial markets to empower customers in making informed investment decisions. With a customer-centric approach, we aim to offer intuitive and reliable financial solutions. Our commitment is to provide expert guidance and...

  • Senior Analyst/Associate

    2 weeks ago

    Lucknow, India OKAS - DMI Alternative Investment Fund Full time

    Job Purpose:Assist in Origination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Accountabilities:Deal EvaluationPrepare market reports to identify demand and supply drivers of...

  • Senior Analyst/Associate

    2 weeks ago

    Lucknow, India OKAS - DMI Alternative Investment Fund Full time

    Job Purpose:Assist in Origination, due diligence, development, and implementation of commercially viable distressed private equity investment opportunities in the real estate and allied sectors for the achievement of returns targeted by the investors in the fund.Accountabilities:Deal EvaluationPrepare market reports to identify demand and supply drivers of...

  • Become a Financial Advisor

    5 days ago

    lucknow, India beBeeFinancialExpert Full time

    Secure Your Future as a Financial ExpertWe are seeking highly skilled individuals to join our team of financial advisors. As a Financial Advisor, you will play a crucial role in helping clients make informed decisions about their financial futures.The ideal candidate will have excellent communication skills, be able to think critically and strategically, and...

  • Life Insurance Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Generali Central life Insurance Company limited Full time ₹ 24,00,000 - ₹ 42,02,358 per year

    Key Responsibilities -Offering specialised insurance advice to clientsAssessing client needsPolicy selection Assess clients' financial portfoliosA financial advisor job description involves advising clients on investments, retirement planning, and other financial matters to help them achieve their goals. Key duties include assessing a client's financial...

  • Financial Advisor

    2 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

  • Financial Advisor

    6 days ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include discussing finances and financial goals...

  • Finance Advisor

    3 weeks ago

    Lucknow, India Aditya Birla Sun Life Insurance Full time

    1- Advising clients on their financial goals, including investment strategies, insurance needs, and retirement planning.2- Meeting with clients to understand their financial goals, risk tolerance, current financial situation (assets, debts, income), and investment knowledge. 3- Recommending suitable investment products, insurance solutions, and other...