Current jobs related to Investment Advisor - Baroli Faridabad Haryana - Vihangam Associate and Company
-
Investment analyst/ wealth advisor
2 weeks ago
Faridabad, India Hireginie Full timeHiring: Advisors / Investment Analysts – Wealth ManagementWe are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. The firm follows a research-led advisory model and works closely with affluent clients, supported by strong governance and compliance standards.This...
-
Investment Analyst/ Wealth Advisor
3 days ago
haryana, India Hireginie Full timeHiring: Advisors / Investment Analysts – Wealth ManagementWe are hiring Advisors / Investment Analysts for a technology-enabled financial services firm operating in the wealth and investment advisory space. The firm follows a research-led advisory model and works closely with affluent clients, supported by strong governance and compliance standards.This...
-
Investment Advisor
3 weeks ago
haryana, India Hireginie Full timeAdvisors / Investment Analysts Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title:...
-
CFP & Relationship Manager / Investment Advisor
2 weeks ago
Faridabad, India Hireginie Full timeLocation: GurgaonExperience: 2–6 YearsEducation: Graduate; CFP / CFA / CA preferredRole SummaryWe are seeking an experienced Investment Advisor / Relationship Manager to act as a trusted financial partner for HNI clients. The role involves delivering holistic financial planning, managing client portfolios, and building long-term client relationships in a...
-
Faridabad, India Hireginie Full timeCFP & Sr. Relationship Manager / Investment Advisor Our Client: Is a leading fintech platform transforming the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online...
-
CFP & Relationship Manager / Investment Advisor
2 weeks ago
haryana, India Hireginie Full timeLocation: Gurgaon Experience: 2–6 Years Education: Graduate; CFP / CFA / CA preferred Role Summary We are seeking an experienced Investment Advisor / Relationship Manager to act as a trusted financial partner for HNI clients. The role involves delivering holistic financial planning, managing client portfolios, and building long-term client relationships in...
-
Investment Advisor
1 week ago
Gurugram, Haryana, India Realty Canvas Full timeWe are hiring for a Investment Advisor position at Realty Canvas, a leading real estate company. We are seeking a dynamic and motivated sales person, to join our team. **Job Description**: - Lead Generation & Sales: Identify potential clients, generate leads, and convert them into sales opportunities. - Client Assistance: Guide clients through property...
-
Gurgaon Rural, Haryana, India Hireginie Full timeOur Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title: CFP & Sr....
-
Retail Advisor Executive Foco
1 week ago
Faridabad, India Netcare Securities Pvt Ltd Full time**JOB DESCRIPTION** **COMPANY** - Netcare Securities Pvt Ltd - Location: Faridabad - Business: Broking & Distribution - Designation: Retail Advisor Executive FOCO (Franchisee Office, Company Operated) - Call Process-Outbound / Inbound Calls - Department-FOCO Advisor - Experience - 0- 3 year's - Qualification - Graduation /UG in any stream - Shift - Morning...
-
Investment Banking Associate
1 week ago
Gurugram, Haryana, India TSHG ADVISORS Full timeTSHG Advisors is a Real Estate Investment Banking Firm. The firm works with PE and RE funds within commercial real estate, K-12, Student Housing and Residential RE. - Opportunity to work directly with Principals at Real Estate Funds during deals - Exposure of Live Deals at an early stage in career - Proficiency in MS Excel and in making presentation decks -...
Investment Advisor
2 weeks ago
Vihangam Associate and Company is seeking a motivated and client-focused Investment and Insurance Advisor to join our dynamic team in Faridabad (full-time position). As a vital part of our company, you will help individuals and businesses find the best insurance solutions to secure their future and peace of mind.
Key Responsibilities:
- Develop new business opportunities through networking, referrals, and lead generation.
- Advise clients on suitable insurance products based on their individual needs—covering life, future, health, and general insurance.
- Build strong, lasting relationships with clients, providing exceptional service and policy support.
- Execute the end-to-end process of investment options and policy sales, renewals, and claim facilitation.
- Stay updated on industry trends and compliance requirements.
Desired Skills & Qualifications:
- Graduate in any stream.
- Excellent communication, negotiation, and interpersonal skills.
- Self-driven with a strong passion for helping others.
- Prior experience in investment and insurance or sales will be an advantage.
**Job Types**: Full-time, Permanent, Fresher
Pay: From ₹15,000.00 per month
**Benefits**:
- Cell phone reimbursement
- Flexible schedule
- Work from home
Work Location: In person
