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...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

**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...

Advisor JD Roles and responsibilities: 1. Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast with market knowledge and market intelligence 3. Responsible to ensure all activities are in adherence as...

The role would require to train, enable and influence branch team to sell investment products - MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell **1. **Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. **2. **Enable and influence branch teams to cross sell the investment...

About Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with SEBI having target corpus of INR 500 crores.Job Summary:We...

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...

**We’re Hiring: Sales Executive - Mutual Funds** **Job Type**: Full-Time **Experience**: 1-5 Years **Salary**: ₹20,000-₹30,000 (Commensurate with Experience) **About the Role** We 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...

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...

**Company Description** At Forbes Advisor,**our mission is to help consumers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most. We are an experienced team of industry experts dedicated to helping consumers make...