Investment Advisory Sales

Company DescriptionSKG is an independent Financial Services group with over a decade of experience in advisory services, catering to a diverse client base that includes Retail Investors, HNIs, NRIs, Corporates, Institutions, and SMEs. We offer solutions in Investment Advisory, Wealth Management, Portfolio Management Services (PMS), Capital Markets, and...

Company Description SKG is an independent Financial Services group with over a decade of experience in advisory services, catering to a diverse client base that includes Retail Investors, HNIs, NRIs, Corporates, Institutions, and SMEs. We offer solutions in Investment Advisory, Wealth Management, Portfolio Management Services (PMS), Capital Markets, and...

**X-B4 Investment Banking Division**: X-B4 Investment Banking vertical follows a sector focused investment banking practice that was set-up in 2021. The team has worked on range of transactions ranging from Minority to Control deals. It is recognized in industry to provide its clients with objective expert advice on a full array of services including private...

**Phoenix Business Advisory** At **Phoenix Business Advisory**, we specialize in business migration, helping entrepreneurs, companies, and investors relocate and expand their businesses to the United States and Australia. With years of expertise, we have earned a reputation as one of the most trusted names in business immigration, recognized by **Forbes**...

We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.Key Responsibilities:Generate revenue through client portfolio advisory in equity,...

**Key Responsibility Areas (KRA’s)** - Support Senior Management in Interacting with existing and prospective clients and associates to enhance business across service offerings for investment advisory including buy-side /sell side and fund sourcing mandates across sectors in and outside India. - Executing mandates for Transaction Advisory and support...

Wealth Management ProfessionalKey ResponsibilitiesBuilt and maintained high-value relationships with key stakeholders at corporate offices.Conducted exclusive interaction sessions and activities for HNI/UHNI corporate employees.Made on-site visits to corporate offices to provide personalized investment advice and deliver product presentations.Achieved client...

Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

Role OverviewWe are seeking a dynamic and result-driven AIF Sales Manager to lead the distribution and sales of Alternative Investment Funds (AIFs) to High Net-Worth Individuals, Ultra-HNIs, Family Offices, and Institutional Clients.The ideal candidate will have a strong background in financial product sales, an established network in the HNI segment, and a...

Hello , Post: - Sales department Experience: - 6 Month CTC: - Best in Industry Qualification: - Graduate Thanks Regard MS Meera HR Executive - Experience- 0 - 6 Years- Salary- 80 Thousand To 3 Lac P.A.- Industry- Financial Services / Banking, Investments / Insurance / Stock Market / Loan- Qualification- Other Bachelor Degree- Key Skills- Sales skill...