Investment Advisor - Bengaluru - Angel and Genie

This role involves working as an Investment Advisor for a full-time position based in Bengaluru. The job requires analyzing and developing financial plans for clients. · Analyzing and developing tailored financial plans for clients. · ...

We are looking for a dynamic Investment Advisor with 1–3 years of experience who understands capital markets, · client servicing, and portfolio strategy. The role involves advising clients, · tracking market developments, and executing investment strategies aligned · with long-te ...

We are looking for a dynamic Investment Advisor with 1–3 years of experience who understands capital markets, client servicing, and portfolio strategy. · The role involves advising clients, tracking market developments, and executing investment strategies aligned with long-term w ...

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. · ...

+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 · ...

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. · ...

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 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. · +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 cli ...

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

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. · ...

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 ...

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

The Equity Dealer/Trade Advisor will execute client trades across cash and derivatives segments while providing real-time market insights · Responsibilities include order execution accuracy, managing client queries, coordinating with relationship managers, monitoring risk exposur ...

This is a full-time hybrid role for a Team Lead in Planning based in Bengaluru South with some flexibility for remote work. The Team Lead will oversee financial planning projects guide and coordinate a team of financial planners and ensure compliance with SEBI regulations. · Crea ...

This full-time hybrid · role for a Team Lead in Planning oversees financial planning projects and guides · a team of financial planners ensuring compliance with SEBI regulations. · Create customized investment plans · Conduct financial analysis and develop strategies · Maintain ...

Description · ASSET MANAGEMENT · Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for ...

We are seeking a professional who is eager to leverage their skills and experience to contribute to the operations agenda while advancing their career at Goldman Sachs. · The Value Accelerator (VA) is a pivotal component of the Asset Management Division's investment strategy. In ...

We are looking for a qualified Investment Advisor to join our team. The ideal candidate should hold a valid NISM Investment Advisor Certificate and have hands-on experience in the cash market equity and F & O segments. · ...