Investment Advisor

21 hours ago

Mumbai, India Infoway solutions LLC Full time

We are looking Investment Advisor with at least 5 to 7 years of experience in Equities, Debt, and alternative investment products, should be well versed with current market trends and product information so as to provide clients with appropriate financial advice to attract revenue andExperience of managing HNI client relationships as a part of Wealth management division of banks/boutique wealth management firm, securities firms, NBFC firms Analyse Investment options and provide investment recommend Strong in Analyzing Balance Sheet, P&L, Cash flow, Advising Super HNIs on Equity, Derivatives, currency & commodity Markets. Performing record-keeping duties Good / Fair in regulatory and Legal activities Advice in financial products or securities or fund or asset or portfolio management Cross sell the other investment products within existing clients.

Pay: ₹233,590.50 - ₹980,444.72 per year

Schedule:

- Flexible shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 7 years (required)
- Investment management: 1 year (required)
- Equity research: 1 year (required)
- Debt: 1 year (required)
- Alternative investment: 1 year (required)
- HNI Clients: 1 year (required)
- Wealth management: 1 year (required)
- Financial Statement Analysis: 1 year (required)

  • Senior Investment Advisor

    4 weeks ago

    Mumbai, India Puneet Pande Full time

    Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

  • Senior Investment Advisor

    4 weeks ago

    Mumbai, India Puneet Pande Full time

    Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

  • Senior Investment Advisor

    4 weeks ago

    Mumbai, India Puneet Pande Full time

    Role Description This is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

  • Senior Investment Advisor

    3 weeks ago

    Mumbai, India Puneet Pande Full time

    Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

  • Senior Investment Advisor

    3 weeks ago

    Mumbai, India Puneet Pande Full time

    Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

  • Investment Advisor

    2 weeks ago

    Mumbai, Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

    **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...

  • Investment Advisor

    5 days ago

    Ghansoli, Navi Mumbai, Maharashtra, India Core 360 Solutions Pvt Ltd Full time

    **Core 360 Solutions: Investment Advisor & Sales Associate for Stock Market Process** **Location: Navi Mumbai** **Salary: Up to ₹25,000 in-hand + exciting incentives** **We are hiring for a Sales Associate role in the Stock Market Process. This position involves understanding customer portfolios and pitching the company's membership plans for...

  • Investment Advisor

    6 days ago

    Ghatkopar West, Mumbai, Maharashtra, India Pretty Child Full time

    **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...

  • Acaipl Investment

    3 weeks ago

    Mumbai, India Acaipl Investment & Financial Services Private Ltd Full time

    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...

  • Investment Advisor

    4 days ago

    Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 1,20,000 - ₹ 3,60,000 per year

    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...