Investment Advisor - Mumbai

Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailing opportunities without compromising on investment objectives. · ...

Investment advisor role involves manage financial planning and investment advisory process for HNI UHNI and family office clients. · Manage the financial planning and investment advisory process for HNI UHNI and Family Office clients · Detailed performance analysis of client port ...

Investment Advisor for clients in Mumbai, Bangalore and NCR. · ...

Investment Ideation & Execution · Macro Economic analysis to support invt strategies · Fin statments analysis · Portfolio mgmt support · Develop & present invt proposals · Client advisory · Assist CIO in decision making · Excel sheet modelling · Required Candidate profile · NIS ...

+Manage client portfolios through investment planning & analysis. · Collaborate with clients on wealth management strategies · Provide financial advice & guidance · ...

Join us an Investment Specialist at Private Bank. · Provision of SME expertise on specific products and services to customers and colleagues, · Understanding of market trends, new features, regulatory requirements and potential risks, · ...

Join us as an Investment Specialist at Private Bank where we strive to provide the right solutions for our diverse clients through our international network of specialists located in vibrant financial hotspots around the world. · ...

1.Investment Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new i ...

1.Investment Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). · 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new i ...

Manage investment portfolios of top UHNI/HNI clients. · Drive AUM growth through third-party investment products · Coordinate with third-party AMC teams · Support Relationship Managers in client meetings and investment closures · ...

+We are seeking a · SEBI Registered Investment Adviser (RIA) · to provide ethical, unbiased, · and client-centric investment advisory services. · Provide investment advice aligned with clients' financial goals, · risk profiles, · and time horizons. · Offer guidance on portfolio m ...

The job involves identifying and contacting potential investors via LinkedIn calls and emails qualifying leads scheduling meetings for senior managers maintaining CRM and supporting basic onboarding. · Identify and contact potential investors via LinkedIn calls and emails · Maint ...

Job Title: Service Manager – Financial Services Reporting To: Manager About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. · ...

We are seeking a Senior Project Executive to join our team. As a key member of our organization, you will be responsible for managing projects from start to finish and ensuring timely and quality execution. · ...

We are a one-stop financial services shop widely known for quality of its advice personalized service and cutting-edge technology. · ...

The Aghron Forum is transforming the investment landscape in India by leveraging the power of Artificial Intelligence. By decoding risks, patterns, · and market sentiment we make finance simple transparent and accessible.We are seeking a SEBI Registered Investment Adviser (RIA) t ...

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. Join us an Investment Specialist at Private Bank, where ...

Assist financial advisors in preparing comprehensive financial plans and gather client data. Prepare cash flow statements, net worth statements, and develop financial planning reports. · ...

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. · ...

If you're a detail-oriented analytical professional who is passionate about research & interpreting data, you have found the right team. · ...