Hiring for Investment Advisory

**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...

Function: Investment Advisory - Hedge SolutionsDesignation: VP/ SVP (Subject to discussions)Reporting to: CEOLocation: MumbaiJob PurposeWe are seeking a dynamic and experienced professional to lead and expand its advisory business. This role involves end-to-end strategy ownership, client engagement, trade advisory, and coordination with internal teams and...

Roles and ResponsibilitiesProvide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.Develop and maintain strong relationships with...

Job Title: Investment Advisor – Mutual Funds & Cross SalesLocation: Airoli5 Days Working | 2 Days Rotational OffUpselling and cross-selling.Graduation is mandatory.NISM - XA/XB or VA/VB.BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profileNISM Certificate with any graduation mandate

Timings9 am 6pm, Monday Friday.Key Responsibilities:- Lead the execution of M&A, equity financing, and other strategic advisory services within the sector.- Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers.- Develop and execute business development strategies to expand the firm's presence...

Qualifications/Requirements : MBA / CA Experience : 2 years Strong financial modelling skills and maturity to understand critical deal terms. Experience at an investment bank or equity advisory firm with solid transaction experience across a range of transaction types Develop valuation for complex transactions across a variety of sectors. Impeccable...

As an Investment Banking Analyst at Felix Advisory, you will play a crucial role in understanding and analyzing various industries, with a core focus on Climate Tech and its associated sectors. Your responsibilities will include company assessments, financial analysis, and strategic recommendations.Job Responsibilities:1. Comprehensive Industry...

About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a Compliance Manager who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...

About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a  Compliance Manager  who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...

About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a  Compliance Manager  who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...