Equity Advisor

Job Description-Placing orders on behalf of customersProviding advisory services- AUM product penetrationCross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)New Client Acquisition & retentionClient MeetingRole Requirements-Educational Qualifications: Graduate...

Company Description2A 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...

Role Overview:Responsible for personal accounting, promoter accounts, basic tax workings, TDS, reconciliations, and preparing data for tax assessments and audits.Job Profile :Maintain personal accounting and manage promoter accounts.Handle personal ITR workings and related documentation.Manage investment accounting, including tracking of equities, mutual...

Strategic Finance & Planning - Lead the development of long-term financial strategies aligned with business goals.- Partner with the CEO and leadership team to drive profitability and sustainable growth.- Support pricing, product expansion, and market entry strategies with sound financial Operations - Oversee day-to-day finance functions including...

JOB PURPOSE & SUMMARY The Manager – Ecosystem Channels & Strategic Initiatives will play a pivotal role in supporting strategic initiatives across Global Partnerships, Private Equity (PE), and Advisor Relations (AR) channels. The role requires strong analytical, coordination, and communication skills to drive reporting, enable operational...

JOB PURPOSE & SUMMARYTheManager – Ecosystem Channels & Strategic Initiativeswill play a pivotal role in supporting strategic initiatives across Global Partnerships, Private Equity (PE), and Advisor Relations (AR) channels. The role requires strong analytical, coordination, and communication skills to drive reporting, enable operational efficiencies, and...

JOB PURPOSE & SUMMARYThe Manager Ecosystem Channels & Strategic Initiatives will play a pivotal role in supporting strategic initiatives across Global Partnerships, Private Equity (PE), and Advisor Relations (AR) channels. The role requires strong analytical, coordination, and communication skills to drive reporting, enable operational efficiencies, and...

JOB DESCRIPTION Role: Intern - B2B Telesales What is the purpose of the role - Connect with potential POSP agents. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales and operations process. Create offline...

The candidate will be responsible to work with advisors and clients regarding service issues, requests, policies, procedures, and information on accounts. Communication with advisors via system to assist them with their queries, open issues and resolve high level problems in timely manner. Emphasis is on creating and delivering a unique client experience...

Senior Analyst - Transaction Advisory ServicesRequisite Qualification: Chartered Accountant / CFA + MBA / MBA (Fin) from reputed Business SchoolRequisite Experience: 2-5 years of relevant post-qualification experience in building financial models, valuation reports, pitch deck and information memorandum.About the role:The incumbent shall assist in company...