Investment Advisor

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...

We are looking Investment Advisor with at least 5 to 7 years of experience in Equities, Debt, and alternative investment products, should be well versed with current market trends and product information so as to provide clients with appropriate financial advice to attract revenue andExperience of managing HNI client relationships as a part of Wealth...

**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...

Urgent hiring Job description for Relationship Manager - Bond Bond sales investment banking 2year experience Location - Ahmedabad/Kolkata / Mumbai/ Delhi. -Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. -Identify investment opportunities or strategies. -Identifying, calling and visiting potential clients from time to time to...

Urgent HiringJob Title: Equity AdvisorLocation: MumbaiDepartment: Sales & Client RelationsPosition Overview:We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their...

Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling products...

We're Hiring: Sales Executive – Mutual FundsJob Type: Full-TimeExperience: 1–5 YearsSalary: ₹20,000–₹30,000 (Commensurate with Experience)About the RoleWe 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 personal interaction to promote...

Company DescriptionWe are India's first coveted wealthtech multi issuer platform. A Solution to all your business needs that will transform your effort and determination into a roaring success in areas of wealth creation, client happiness and business growth.Role DescriptionEngage with clients (through partners) to understand theirfinancial goals, investment...

Leading deal sourcing - Identify, scout potential portfolio companies; - Network with founders, venture capital funds, and industry stakeholders; - Conduct primary and secondary research of sectors and emerging trends; - Being part of the due-diligence team to evaluate opportunities; - Presenting to the team an Investment Memo on the potential investment...

Sales Advisor: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone, selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market...