Investment Advisor

7 days ago

Mumbai Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

**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 success.

**Location**: Mumbai

**Key Responsibilities**:
**Client Assessment**:

- Conduct comprehensive assessments of clients' financial situations, including their investment goals, risk tolerance, time horizon, and liquidity needs.

**Investment Planning**:

- Develop customized investment plans and asset allocation strategies aligned with clients' objectives, incorporating a diverse range of investment vehicles such as stocks, bonds, mutual funds, ETFs, and alternative investments.

**Portfolio Management**:

- Oversee the implementation and ongoing management of clients' investment portfolios, making strategic adjustments as needed to optimize performance and mitigate risks.

**Market Analysis**:

- Monitor global financial markets, economic indicators, and geopolitical events to identify investment opportunities and risks, providing timely insights and recommendations to clients.

**Financial Research**:

- Conduct in-depth analysis of investment products, asset classes, and market trends to support informed decision-making and enhance portfolio returns.

**Risk Management**:

- Assess and manage investment risks by diversifying portfolios, employing hedging strategies, and incorporating risk management techniques tailored to clients' risk profiles and objectives.

**Client Communication**:

- Communicate regularly with clients to provide updates on portfolio performance, discuss investment strategy adjustments, and address any questions or concerns they may have.

**Regulatory Compliance**:

- Bachelor's degree in Finance, Economics, Business Administration, or related field (preferred).
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
- Proven experience in investment advisory or wealth management, with a track record of success in managing client portfolios.
- Deep understanding of financial markets, investment products, asset allocation strategies, and portfolio construction techniques.
- Excellent interpersonal skills, with the ability to communicate complex financial concepts clearly and effectively to clients.
- Strong analytical skills, attention to detail, and proficiency in financial modeling and analysis.
- Commitment to continuous learning and professional development in the field of investment management and financial planning.

**Salary**: ₹400,000.00 - ₹1,200,000.00 per year

**Experience**:

- Investment Advisory: 8 years (required)
- Wealth Management: 8 years (required)
- Financial Market: 8 years (required)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

  • Investment Advisor

    4 days ago

    Mumbai, Maharashtra, India The Aghron Forum Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

  • Equity Advisor-females Recommended

    7 days ago

    Charni Road, Mumbai, Maharashtra, India JillMill Investment Full time

    An **Equity Advisor** provides expert financial guidance to clients regarding equity investments, helping them make informed decisions on stocks, securities, and portfolio management. They analyze market trends, assess risks, and develop tailored investment strategies to maximize returns and achieve clients' financial goals. **Key Responsibilities**: -...

  • Hiring for Investment Advisory

    2 weeks ago

    Mumbai, India Skillventory Full time

    **Hiring For Investment Advisory : Investment Advisor : Mumbai**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** Job Role: - 1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Officeclients - 2. Detailed performance analysis of client portfolios, and...

  • Finance Advisor

    2 days ago

    Mumbai, Maharashtra, India Event Beep Full time

    Freshers will also work with some finance knowledge Financial Advisor / Investment Specialist: Responsibilities: A financial advisor, also called a personal financial advisor, works with individuals and businesses to guide them in making budgetary, savings and investment decisions. A financial adviser provides specialist advice to clients on managing their...

  • Investment Advisor

    2 weeks ago

    Mumbai District, Maharashtra, India Serving Skill Full time

    Advisor JD Roles and responsibilities: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence...

  • Investment Advisor

    5 days ago

    Mumbai, Maharashtra, India BWISE SOLUTIONS PRIVATE LIMITED Full time

    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...

  • Senior Investment Advisor

    2 weeks ago

    Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

    Financial Services SpecialistThis role entails providing bespoke investment and financial planning solutions to clients, encompassing an in-depth analysis of their financial requirements, development of tailored investment strategies, and ongoing portfolio management to ensure alignment with long-term objectives.Main Responsibilities:Client Engagement and...

  • Equity Advisor

    1 week ago

    Mumbai, Maharashtra, India ONEWAY Full time

    Equity Advisor Designation - Sr Executive advisor Experience - 1-6 years Education - NISM Company Name - GEPL CAPITAL PRIVATE LIMITEDA bout Company - Winner of the "Maharashtra Best Employer Brand Award-2018".The Company has a nationwide network of over 100 offices, serving over 30,000clientsacross India.GEPL is a member of the BSE, NSE, MCX, NCDEX,...

  • Acaipl Investment

    1 week ago

    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    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...

  • Sales Advisor

    1 week ago

    Mira Road, Mumbai, Maharashtra, India Alleluia Investment Full time

    **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...