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 & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

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...

Job Title: Investment Analyst Single Family OfficeLocation: Bangalore, IndiaReporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 yearsCandidate Profile QualificationsMBA (Finance) from a reputable B-school• CFA Level 2 cleared or in progressPreferred Experience• Listed equity research (Indian public markets)• Deal evaluation...

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...

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...

ONLY CANDIDATES WITH RELEVANT I-BANKING EXPERIENCE WILL BE CONSIDEREDWe are looking to add a senior profile for our fast growing investment banking team at Veda Corporate Advisors Bangalore office. The role will to be mainly focus on lead execution of deals and supporting in business development efforts. Experience in technology, newage and consumer segments...

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 &...