Investment Advisor

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...

Role & responsibilitiesDrive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices.Advise Wealth Managers on the latest investment products and asset-class views.Propose new product ideas to the Investment Committee.Optimize and automate investment processes, with due focus on regulatory compliance.Build and maintain...

Making sound investment strategies for investor acquisition and retention. - Lead generation for investment raising. - Ensuring investor satisfaction by building good relationship with investor. - Managing investment activities pre-closing & post closure. - Research/Reporting on area of investment. - Maintaining relationships with investors, investment...

We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.Job location-Bengaluru,Chennai,Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, has evolved into a leading comprehensive financial services provider. Offering diverse solutions such as...

Position: Investment SpecialistFunction: Investment AdvisorIndustry: Financial ServicesEducation: PG/MasterJob Summary:We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is...

Work Level: Junior LeadershipCore: Organized, NetworkingLeadership: ResponsiveIndustry Type: Financial ServicesFunction: Investment AdvisorKey Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMSEducation: PG/ MasterNote: This is a requirement for one of...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

As an Office Administrator, you will play a pivotal role in ensuring the smooth functioning of our office operations while providing exceptional support to our team and maintaining high standards of service for our clients and stakeholders. Reporting directly to the CEO, you will be responsible for managing day-to-day activities and fostering a productive...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...