Investment Advisor - Bengaluru, Karnataka

We are hiring Investment Advisors to guide clients in real estate investments. · Understand client investment requirements · Explain project details · Handle leads, follow-ups, and client meetings (calls/ Google Meet) · Build long-term relationships with investors ...

The Investment Advisor (IA) is the primary owner of advisory client relationships within UHNI Private. · Postgraduate degree from a recognized institute. · Preferred certifications: MBA (Finance), CA, CFA, CFP. · ...

As a Financial Planner at RuDo, you will be responsible for creating clear, goal-based financial plans that help clients make confident long-term decisions. · ...

As a Financial Planner at RuDo, you will be responsible for creating clear, goal-based financial plans that help clients make confident long-term decisions. · ...

We are hiring Investment Advisors to guide clients in real estate investments. · Understand client investment requirements · Explain project details · ...

As a Financial Planner at RuDo Wealth Investment Advisory Pvt Ltd you will be responsible for creating clear goal-based financial plans that help clients make confident long-term decisions. · ...

As a Financial Planner at RuDo Wealth, you will be responsible for creating clear, goal-based financial plans that help clients make confident long-term decisions. · ...

+2 years of experience in direct sales/private wealth management, MBA or equivalent degree in Finance/Business/Economics from top institute, · Key Responsibilities:Proactively manage existing and new leads · , · Qualification:MBA or an equivalent degree · ...

This hiring is approved under India Business Transformation strategy. · Providing end-to-end investment advisory services to Advisory clients with a special focus on direct equities as an asset class. · Tracking equity markets. · ...

We are looking for a motivated Investment Advisor to join our sales team. · Proactively manage existing and new leads. · Explain investment products in simple and compliant language to prospective clients. · ...

We are looking for a motivated Investment Advisor to join our sales team. · Proactively manage existing and new leads ensuring consistent communication pipeline development. · Explain investment products in simple language to prospective clients drive client acquisition. · ...

We are looking for a motivated Investment Advisor to join our sales team. The role involves client acquisition by engaging prospective investors and guiding them through the firm's investment offerings. · ...

Gathering assets for investment products and achieving targets for mapped book. · ...

This includes assisting clients with financial planning analyzing and recommending investment strategies providing tailored investment solutions managing client relationships. · ...

This is an Equity Advisor role at Motial Oswal. · ...

We are looking for a motivated Investment Advisor to join our sales team. · Proactively manage existing and new leads, ensuring consistent communication and pipeline development. · ...

We are seeking an experienced Real Estate Investment Manager to join our team at Propleader Private Limited. · ...

Manage client portfolios provide investment advice & sales collaborate with clients on financial planning & execution develop & implement investment strategies. · ...

Acquisition of Partners viz. Franchisees IFA Remisers Build rapport with these Partners help them onboard their clients across products Conduct training of Partners for all our products across Direct Equity Investment products like Mutual Funds Portfolio Management Services Alter ...

We are hiring for leading company. · Gathering assets for investment products such as mutual funds, · PMS, AIF, Corporate FD etc. and achieving Net Equalized Assets collected targets. · Create incremental SIP Book and achieve New Business development targets by reactivating/activ ...