Investment / Financial Advisors

FSP Advisors specialize in the research and development of structured products tailored to the needs of private investors, leveraging its financial expertise. **Key Responsibilities**: - Identify potential prospects based on predefined criteria. - Develop and implement an effective prospecting plan. - Maintain and expand a network of clients. - Provide...

Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Financial Advisor, located in Delhi, India. The Financial Advisor will be responsible for providing financial planning advice to clients, assisting with investment strategies, retirement planning, and overall financial advisory. They will meet with...

Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP &...

Execute the vision of the company by providing financial planning, insurance and investment services to clients - Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan - Work with support staff to establish client records and update their files - Maintain ongoing relationships with clients, keeping...

**Financial Advisor responsibilities and duties** - Execute the vision of the company by providing financial planning, insurance and investment services to clients - Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan - Work with support staff to establish client records and update their files -...

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.Financial Advisor's required:Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able...

Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions.About Maple Capital AdvisorsMaple Capital Advisors ( is...

Company Description1CR Club is a comprehensive wealth management and financial advisory platform designed to help individuals and families plan, invest, and prosper with confidence. We offer personalized roadmaps for financial independence, execute investments seamlessly, and provide proven strategies and expert guidance for wealth growth. Our end-to-end...

TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...