Investment Advisor

Company DescriptionThe Aghron Forum is reimagining investing in India with the power of AI. We decode risks, patterns, and market sentiments to make finance simple, transparent, and accessible for every investor. Our mission is to empower individuals and organizations with smarter insights, enabling them to confidently build wealth and achieve financial...

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 DescriptionGEPL Capital Pvt Ltd, based in Mumbai, has a client base of over 50k clients with assets under management in excess of $ 800 million. We serve our customers through our 22 offices and 150+ franchisee across the country . We have a loyal support of 180+ colleague who serve our clients needsRole DescriptionThis is a full-time, on-site role...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Investment Specialists are responsible for providing expert advice, support, and guidance on best-in class investment...

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...

Job Title: Investment Advisor – Mutual Funds & Cross SalesLocation: Airoli5 Days Working | 2 Days Rotational OffUpselling and cross-selling.Graduation is mandatory.NISM - XA/XB or VA/VB.BFSI Sales (Banking, Financial Services, Insurance) Required Candidate profileNISM Certificate with any graduation mandate

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Investment Specialists are responsible for providing expert advice, support, and guidance on best-in class investment...

Job description: Analyst - IBCompany Description:Acquara is a leading global financial outsourcing organization & investment banking lead having headquartered in UAE providing a broad range of financial services, such as financial outsourcing, investment banking, Mergers & Acquisitions, investment management, and financial advisory services to a large and...

Dealing mainly with investors assisting them with solutions in long term and short term equity/derivative Investments to suit their needs. Observing the volatility of current market situations and making clients informative so that Required Candidate profileExperience: 1–4 years in equity advisory, trading, investment banking.Certifications: NISM (Equity...

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...