Senior Investment Advisor

2 days ago

Noida, Uttar Pradesh, India 2A Company Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Company Description

2A Company is a Real Estate Investment Firm that offers comprehensive services in raising private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. Our firm focuses on meeting the evolving needs of clients by providing all real estate services under one roof, with a commitment to timely delivery. We primarily deal with industrial buildings and plots, IT & corporate office buildings & plots, and operate in government-approved industrial parks throughout the NCR region. Clients are assured of 14%-20% guaranteed returns per annum with a transparent and client-centric approach. Our operations span cities such as Delhi, Noida, Greater Noida, Yamuna, Bhiwadi, Goa, Alwar, and NH-9/24.

Role Description

This is a full-time on-site role located in Noida for a Senior Investment Advisor. The Senior Investment Advisor will be responsible for providing investment advisory services, developing and implementing investment strategies, conducting financial planning, and managing client portfolios. Daily tasks include meeting clients to discuss their investment needs, providing personalized investment advice, and maintaining excellent customer service. Additionally, the advisor will keep up-to-date with market trends and ensure compliance with relevant regulations.

Qualifications

  • Proficiency in Financial Planning and Finance
  • Expertise in Investments and Investment Strategies
  • Strong Customer Service skills
  • Excellent analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Relevant experience in real estate investment is a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

  • Senior solar advisor

    2 weeks ago

    Noida, Uttar Pradesh, India MYSUN Full time

    Job Descriptionwarking as senior solar advisor in Mysun

  • Senior Academic Advisor

    3 days ago

    Noida, Uttar Pradesh, India Learningshala Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description: Senior Academic Advisor (EdTech Sales)Company: [Learningshala]Location: [Noida Sector 4, Near by 16 Metro Station ]Department: Sales & Business DevelopmentExperience: 1-3 years in EdTech or B2C salesAbout the Role:We are looking for a dynamic and result-drivenSenior Academic Advisorto join our growing EdTech sales team. The ideal candidate...

  • Financial Advisor

    2 days ago

    Noida, Uttar Pradesh, India NLB Services Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Key ResponsibilitiesAssist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of...

  • Senior Financial Analyst

    3 days ago

    Noida, Uttar Pradesh, India EPIC Investment Partners Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    EPIC Investment PartnersAbout Us EPIC Investment Partners ("EPIC") is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory. EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the...

  • Senior Financial Analyst

    4 weeks ago

    Noida, Uttar Pradesh, India EPIC Investment Partners Full time

    Senior Financial Analyst (India) – Job DescriptionEPIC Investment Partners ("EPIC") is looking for an enthusiastic and motivated Analyst to join its India team within its private equity and corporate finance business lines. EPIC is a privately-owned, fast growing investment firm with aggregate assets under management of c.£1 billion.EPIC invests in...

  • Legal Investments and M&A

    7 days ago

    Noida, Uttar Pradesh, India Paytm Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.About...

  • Senior Financial Analyst

    4 weeks ago

    Noida, Uttar Pradesh, India EPIC Investment Partners Full time

    Senior Financial Analyst (India) – Job Description EPIC Investment Partners ("EPIC") is looking for an enthusiastic and motivated Analyst to join its India team within its private equity and corporate finance business lines. EPIC is a privately-owned, fast growing investment firm with aggregate assets under management of c.£1 billion. EPIC invests in...

  • Investment Interns

    2 days ago

    Noida, Uttar Pradesh, India Kairne Capital IFSC Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionKairne Capital IFSC is an independent advisory firm dedicated to helping individual investors achieve better returns through high-quality fixed income opportunities. We provide a wide array of curated secure income products, facilitating wealth creation beyond traditional assets like stocks and mutual funds. With a strong global investor...

  • Senior Process Associate

    4 weeks ago

    Noida, Uttar Pradesh, India EPIC Investment Partners Full time

    EPIC Investment Partners About Us EPIC Investment Partners ("EPIC") is a global financial services platform with 250 people across four integrated divisions Capital, Markets, Administration and Advisory.EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity.Business building is at the...

  • Manager - Finance

    4 weeks ago

    Noida, Uttar Pradesh, India EPIC Investment Partners Full time

    Role Profile: Manager - FinanceFinancial control of the management company• Deliver the budgeting, forecasting, and planning process across the group.• Preparation, review, and submission of annual and interim statutory financial statements under IFRS and FRS 102.• Driving process and control enhancement to ensure efficiency and scalability.•...