Investment Advisor Consultant

Location:Rajajinagar, BengaluruWork Type:Full-timeExperience:1–3 yearsWe are hiringInvestment Advisorsto guide clients in real estate investments.Roles & Responsibilities:Understand client investment requirementsExplain project detailsHandle leads, follow-ups, and client meetings (calls/ Google Meet)Build long-term relationships with...

Job Title: Investment Advisory Consultant (Inside Sales) Location: Bangalore, India Department: Investment Advisory Work Days: 6 days a week with a rotational weekly off, mandatory working on Saturdays and Sundays Company Profile NoBroker: NoBroker, India's first Proptech unicorn, is revolutionizing the real estate market by eliminating brokerage fees and...

Location:Bangalore, KarnatakaRole:Investment AdvisorExperience:4+yearsEmployment Type:Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic...

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

Company DescriptionAt Ajith Investment Consultant, we help professionals and business owners replace financial anxiety with financial confidence through clear, actionable, and personalized financial planning. Our mission is to empower 10,000 families to build a Child Education Fund, ensuring their children's future is secure without the burden of loans while...

Job Title: Investment Analyst Single Family OfficeLocation: Bangalore, IndiaReporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 yearsCandidate Profile QualificationsMBA (Finance) from a reputable B-school• CFA Level 2 cleared or in progressPreferred Experience• Listed equity research (Indian public markets)• Deal evaluation...

Key Responsibilities:Proactively manage existing and new leads, ensuring consistent communication and pipeline development.Explain investment products in simple and compliant language to prospective clients and drive client acquisitionHandle basic objections and ensure timely follow-ups with prospective investors.Update CRM with accurate lead information,...

SummaryPosition SummaryNational Office – Consultant, Engagement Financial Advisor (EFA Consultant)Engagement Financial Advisors:Deloitte's Engagement Financial Advisor team is comprised of professionals specializing in project and account operations serving as a focal point for aspects of engagement, program, and account management control. Engagement...

Job Title: Beauty AdvisorJob Overview: As a Beauty Advisor at Reliance Retail Stores, you will provide personalized beauty advice and exceptional customer service to our clients. You will help customers select the right cosmetics and skincare products based on their needs and preferences, ensuring a positive shopping experience.Key ResponsibilitiesCustomer...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech 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 Indias first online non-discretionary equity advisory...