Investment Advisor

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

Responsibilities of the advisor include: Deliver expert investment advice to prospective clients and drive capital-raising. Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. Strategically build...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

Leads of HNI clients(mainly NRI's) will be given, have to call clients, explain about financial planning in Mutual Funds if they are interested then have to meet clients for execution It's not a field job, there will be only 3-4 meetings in a week **Department** All Departments **Open Positions** 3 **Skills Required**: mutual fund;mutual...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company. Role: • Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...