Investment Advisor

Greetings from **Reddito Capital Investment Advisor Pvt Ltd** We are looking for: **Designation**: Equity Advisor / Trade Advisor **Location**: Ahmedabad **Qualification**: Graduate/Post Graduate - MBA Finance **Salary**: Up to 2.4 LPA (Depends on interview and knowledge) **Experience**: 0 to 1 yr+ **Roles & Responsibilities**: - Basic Share Market knowledge...

Company DescriptionAs a proud extension of the esteemed SBI legacy, SBI Securities offers a comprehensive suite of investment products and services designed to meet diverse financial objectives. Our products span across a wide array of asset classes, including equity, derivatives, mutual funds, corporate fixed deposits, bonds, insurance, loans, and...

Job Description:About the Role:We are a diversified family office and business group with interests spanning FMCG,manufacturing, renewable energy, engineering services, construction, and hospitality. Weare seeking a highly capable Manager / Senior Manager – Strategic Investments & Projectsto work closely with our promoters in identifying, evaluating, and...

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

Role : Chief Investment OfficerLocation: Ahmedabad (On-Site)Role Overview:As the Chief Investment Officer, you will play a pivotal role in leading our investment portfolios, both listed and unlisted, under the guidance of the Investment Committee (IC) and Director. You will be responsible for the continual review of investments, managing the Family Group's...

Company DescriptionDigiFin Advisors is a specialized advisory firm established in April 2019, focused on facilitating funding solutions for startups and growing businesses. Our global team, comprising finance, management, and legal professionals, has expertise in both equity and debt fundraising. We provide worldwide services including corporate legal...

JOB DISCRIPTION: Designation: Asst. Mgr./Mgr./Sr. Manager Job Role: Wealth Manager - HNI Acquisition 2 - 5 Years Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi Key Responsibilities & Will be responsible for primarily selling Equity based investment products.- Responsible for identifying customer needs, assessing their risk appetite...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products.3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment...

Job Summary:To support investment advisory business, client service, general office management, accounting, compliance, query resolution, reporting, etc. ensuring the practice runs smoothly and compliantlyResponsibilities and Duties:Client onboarding including KYC, data gathering, documentation and registrationSetup Client Meetings, Prepare meeting notes and...

Name of the organization - Getfive Advisors Pvt Ltd.About the organization : Getfive is a SEBI registered CAT 1 fund. Along with the fund, Getfive group company is also a merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt.Ahmedabad Address: 502, Abhishree Avenue, Opp....