Investment Advisor

**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...

**Job description** **Job Title**: Certified Financial Planner (CFP) **Company**: Azuke Global Investment Advisory LLP (AGIAL) **Location**: Mumbai **Experience**: Minimum 3 years in financial planning and advisory to retail clients **Education**: Graduation (minimum) with a valid CFP certification **Critical Qualities**: - Adherence to ethical...

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...

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...

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...

Company Description **Forbes Advisor **is a new initiative for consumers under the Forbes Marketplace umbrella that provides journalist - and expert-written insights, news and reviews on all things personal finance. We’re dedicated to helping turn aspirations into reality. We do this by providing consumers with the knowledge and research they need to make...

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...

**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 DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...