Investment Advisor

1 week ago


Pune, India Datrax Services Pvt Ltd Full time

We have urgent vacancy for wealth advisor for pune location

Desire profile:
Call on 8652045718

**Salary**: Up to ₹25,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Pune, Pune - 411014, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- do you have telesales experience?

**Speak with the employer**
+91 8652045718



  • Pune, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

    **Property Investment Advisor** We are seeking an experienced Property Investment Advisor to join our team. This full-time role involves interacting with clients to understand their property needs, providing expert advice on investment opportunities, and facilitating property transactions.The ideal candidate will possess a valid real estate license,...


  • Pune, Maharashtra, India The Alchemists Ark Pvt. Ltd. Full time

    About MoneyWorks4ME: We are a fiduciary Research and Investment Advisory with a clear commitment: Clients First. Always. We partner clients to invest successfully in equity to create wealth and reach their goals. With a proven Process backed by research, a transparent Platform that enables ease in working with clients, and dedicated advisors we are poised...

  • Financial Advisor

    1 week ago


    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....


  • Pune, Maharashtra, India beBeeFinancialAnalyst Full time ₹ 45 - ₹ 65

    Senior Associate Job Description", "The role involves:","Providing support to clients in private equity and debt instrument valuations.","Developing results-driven strategies, including financial spreading, investment modeling, critical industry or market analyses, competitive benchmarking, and opportunity assessments through in-depth primary and secondary...

  • Financial Advisor

    1 week ago


    Pune, Maharashtra, India Triumph Advisors LLP Full time

    We are hiring a person who is good at communication, leading a team and who knows about investment, equity, etc. **Company Background**: Triumph Advisors LLP is an investment firm. We offer our clients Consulting Services, Investment Services and also offer our clients some additional services like help them opening a Demat Account and insurance services....

  • Wealth Advisor

    1 week ago


    Pune, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 17,50,000

    Financial Acquisition SpecialistA highly motivated Financial Acquisition Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) is sought after to build a qualified pipeline of investors for the Real Estate Fund.Main ResponsibilitiesGenerate leads through calls, emails, networking, and referrals.Identify and reach...

  • Financial Advisor

    1 day ago


    Pune, Maharashtra, India PrimeWealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About UsPrimeWealth is a boutique wealth management firm, exclusively serving global Indian families and NRIs with portfolios starting at ₹1 crore and above. We operate on a family-doctor style model, offering deeply personalized financial advice across investments, taxation, retirement, succession, and cross-border planning. Our philosophy is rooted in...

  • Equity Advisor

    2 weeks ago


    Pune, India Morpheus Human Consulting Full time

    Reference Code: - 456-17 - Job Title: **Equity Advisor - Financial/ Broking Services - Pune** - Category: - Broking - Job Description: - Focusing on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled our client to...


  • Pune, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

    Driving Business Growth as an Expert AdvisorWe are seeking a highly motivated and experienced professional to join our sales & advisory team. The ideal candidate will act as a trusted consultant to high-net-worth individuals (HNIs) and investors, providing end-to-end advisory on real estate investments.Key Responsibilities:Identify and engage with HNI...


  • Pune, Maharashtra, India beBeeEquityAdvisor Full time ₹ 10,00,000 - ₹ 20,00,000

    Job Opportunity:We are seeking an experienced Equity Advisor to play a pivotal role in managing and growing partnerships with franchisees, DIGI partners, and remisier networks.The ideal candidate will possess expertise in the broking industry, with a solid understanding of equity and derivative segments, mutual funds, PMS, and other investment products.You...