Investment Advisor

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 DescriptionSBI Securities, an extension of the renowned SBI legacy, offers a broad range of investment products and services designed to cater to diverse financial goals. Our offerings include equity, derivatives, mutual funds, fixed deposits, bonds, insurance, loans, and Non-Convertible Debentures (NCDs). With our user-friendly trading platform, we...

IndiaFirst Life Insurance Co. Ltd.(Promoted by Bank of Baroda and Union Bank of India, with Carmel Point Investments India Pvt. Ltd.)Recruitment Notice – Part-Time Advisor (No Fees / Free of Cost)We are inviting applications for the role of Part-Time Insurance Advisor with IndiaFirst Life Insurance Co. Ltd. No registration fees – recruitment is...

We're Hiring: Insurance Advisor | TATA AIA Life Insurance Location: Mumbai | Full-Time / Part-TimeJoin us as an Insurance Advisor and create your own high-income insurance business backed by India's most trusted life insurance brand — TATA AIA.This is more than just a job. It's an opportunity to become your own boss, build a long-term income stream, and...

Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global...

Company Profile: As part of Equentis group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built India's first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a...

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial...

As a Head of Investment Banking on the buy side is responsible formanaging a portfolio of investments, generating profits for a firm, and leading a teamto identify and execute investment opportunities. Their role includesconducting thorough financial analysis, building complex financial models, and making strategic investment recommendationsfor their firm,...

Hi,Rushabh Mahadik here from Motilal Oswal Financial Services LtdPlease find the Job description for the same*We are looking at hiring Executive - Advisor FOCO ( Franchisee Office, Company Operated )*Business Offered - Broking & DistributionCTC - Will be as per discussionPosition - AdvisorDepartment - FOCO AdvisorKey Responsibilities:Responsible to generate...

Job Title: PE/VC & Investment AnalystLocation: Mumbai (Full-Time)Experience Required: 3-4 years (Graduate degree / Masters / MBA with relevantinternship or work experience)About the RoleWe are looking for a proactive and analytical Investment Analyst to join our family officeteam in Mumbai. This role offers a unique opportunity to work closely with the...