Investment Advisor

**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...

**Investment Advisor & Cross Sales** **Location**:Tech Mahindra Ltd, 9th floor, Empire Tower, Reliable Tech Park, Airoli **Shift**:5 Days Working Eligibility Criteria: Graduation mandatory. NISM XA/ NISM XB / NISM VA / NISM VB Certification required Preferred background in BFSI Sales (Banking, Financial Services, and Insurance) Experience in BPO or...

Job OverviewWe are seeking an experienced professional to join our team as a Senior Investment Advisor. The successful candidate will have strong relationships with clients, advising them on investment strategies and providing exceptional service.Key Responsibilities:Building client relationships and providing personalized investment advice.Developing and...

Job DescriptionWe are seeking a Property Investment Advisor to join our team. The successful candidate will be responsible for meeting with clients to understand their property needs, providing market insights, and advising on suitable investments.The role includes liaising with developers, conducting property tours, and managing transactions from start to...

Role - Mutual Fund Advisor Location - Nariman Point,Mumbai HR connect -Nabamita-9365305958 Qualification Education - Bachelor Degree in Finance,Economics/MBA in Finance preferred Salary upto 10LPA Experience -Minimum 3-5 years of experience in wealth management, financial planning or investment advisory role (Must have experience in sales - Mutual funds...

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...

Job DescriptionAbout Indigrow Capital:Indigrow Capital is a dynamic financial distribution firm focused on helping investors grow their wealth through well-curated traditional and alternative investment opportunities. We are on a mission to bridge the gap between retail investors and innovative investment solutions.Key Responsibilities:Client Advisory &...

Equity Advisor Job Description: Position Overview: Seeking a skilled Equity Advisor to provide expert guidance on equity investments and portfolio management. Analyze market trends, evaluate opportunities, and develop personalized strategies. Advise clients, construct portfolios, and monitor performance. Strong analytical and communication skills...

We are looking to hire an experienced, customer-oriented telesales advisor to utilize outbound telephone calls to achieve sales targets. The telesales advisor's responsibilities include selling the financial services where possible, and maintaining an accurate record of all calls made. You should also be able to liaise with the appropriate departments when...

About Dourado Advisors:Dourado Advisors (www.dourado.in) helps early growth stage companies and mid-sized enterprises scale up their businesses by raising capital through VCs, Family Offices, Institutions and Strategic Investors.We advise companies looking to raise early-stage capital while acting as a bridge between the investors and entrepreneurs.Role...