Equity Advisor

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...

Lead the end-to-end M&A lifecycle, including investment strategy, target sourcing, due diligence, deal structuring, and execution. Build and manage comprehensive financial models to assess investments including valuation, synergy analysis via discounted cash flow (DCF), accretion/dilution, scenario, sensitivity and ROI/IRR analysis Partner with key business...

JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in Equity Plan Management. You have found the right team.As the Equity Plan Management Vice President within JPMorgan Chase's Centre of Excellence, you will lead the India-based team in managing the daily administration of various share plans, including Purchase Plans, Stock...

Who are we? is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories, clients...

we are looking for a retail sales advisor who can help and assist clients build wealth , smart equity investment u will need to plan and make new and follow up calls to meet your targets knowing about the equity market good at selling is crucial Perks and benefitsfor more info contact Ujjawal

Role & responsibilitiesThe Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients'...

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...

Job Description: Investment AnalystRole OverviewWe are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

Job Specifications Profile HNI Desk Head Designation AVP & amp above PRIMARY JOB RESPONSIBILITIES  Acquisition of HNI & amp Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.  Recruit Train & amp Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI...