- Postgraduate degree or post graduate diploma in finance, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science OR Post Graduate Program in the Securities Market (Investment Advisory) from NISM of a duration not less than one year OR Professional qualification by obtaining a CFA Charter from the CFA Institute.
- Active NISM Certification on financial planning or fund or asset or portfolio management or investment advisory services
- Ability to work effectively with diverse teams and stakeholders, fostering collaboration and synergy.
- Providing strategic direction and vision for the organization, aligning with its mission, goals, and objectives.
- Overseeing financial planning, budgeting, and reporting processes, monitoring financial performance, and managing resources effectively.
- Provide investment advice to clients in line with SEBI regulations.
- Responsible for all compliance matters and communications with SEBI.
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Investment Advisor
20 hours ago
Frontline Capital Services Noida, India**Location**: NOIDA- Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments Conducting in-dept ...
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Investment Advisor
2 days ago
deVere Group Gurugram, IndiadeVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. · We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience ...
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Process Trainee Financial Advisory Support
20 hours ago
Ameriprise Financial Gurugram, Haryana, India**Responsibilities** · Internal Operational activities: · - Assist financial advisors in servicing clients through operational and analytical support · - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. · ...
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Financial Planner
1 day ago
Lets Invest Wisely Gurugram, Haryana, IndiaCompany Overview: · Our fast-growing personal investment company is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies. We provide comprehensive financial planning services, including investment management, retir ...
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Venture Principal
20 hours ago
Shell Gurugram, Haryana, India**The Role**: · Support companies to fully recognize their value and help them substantially create more value and most importantly capture more value for their shareholders. · **Where you fit** · Shell Ventures (SV) is Shell's corporate venture capital arm with a global portfoli ...
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Telesales Executive
1 day ago
HBF DIRECT Gurugram, Haryana, India**Job Title: Tele Sales Executive** · **Company: AQT Direct Limited** · **Location: Gurgaon** · **About AQT Direct Limited**: · AQT Direct Limited is a dynamic private equity firm dedicated to investing in promising ventures across various industries. We specialize in identifying ...
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Transition and Process Pm/ba
20 hours ago
Fidelity International Gurgaon, India FreelanceAbout the Opportunity · **Job Type**: Fixed Term Contractor · Application Deadline: 16 January 2023 · Title: Transition and Process PM/BA · Department: General Counsel Shared Services · Location: India · Reports To: Head of GCSS · **Job Type**: Contractor - 6 months · Grade : 3 · ...
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Investment Advisor/Relationship Manager
3 days ago
Tesk Training Consultancy New Delhi, India Full timeWe are looking for the profile - Relationship Manager / Investment Advisor (Wealth) · About Company: · Brighter Mind is a SEBI Registered Investment Advisory firm (SEBI Reg No. INA It was setup with a vision of creating wealth for retail investors. The company intend this by foll ...
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Operations Research Associate
1 day ago
Gartner Gurugram, Haryana, India**Description**: · **About Gartner Digital Markets**: · - Gartner Digital Markets is a business unit within Gartner. Our mission is to empower organizations to accelerate growth by helping them embrace the right technology and services. _ · - Gartner Digital Markets is the world' ...
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Presales Expert
1 day ago
SAP Gurugram, Haryana, India**We help the world run better** · **What you'll do**: · SAP Industry Business Architect execute the industry aligned customer engagements across the target market for both Software and Cloud environments cross · - industry and customer segment. They establish the key reasons for ...
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Pricing and Ordering Support
20 hours ago
BT Group Gurugram, Haryana, IndiaPricing and Ordering Support · **Job Req ID**:29160**Posting Date**:13 Mar 2024**Function**:Commercial Services**Unit**:Business**Location**:Building No 14 Sector 24 & 25A, Gurugram, India**Salary**:Competitive**About BT** · - BT has a key role in British society, fostering chang ...
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SAP Gurgaon, India**We help the world run better** · **SUMMARY**: · About SAP Cloud Success Services: Adoption Services Centre · Energy and Naturals Industries team within SAP Adoption Services Centre helps our customers in their journey towards Intelligent Enterprise, SAP S/4HANA Digital Transfor ...
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Assurance - Gurgaon
20 hours ago
EY Gurgaon, IndiaAs a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At ...
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Landscape Architect
20 hours ago
Populous Asian Games Village, IndiaAre you looking to work as part of a cohesive and coordinated team working as one of our trusted advisors on some of India's most important future sports and entertainment projects? Are you someone who is wanting a role that will **directly contribute** to the **design** and deve ...
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Interior Designer
20 hours ago
Populous Asian Games Village, IndiaAre you looking to work as part of a cohesive and coordinated team working as one of our trusted advisors on some of India's most important future sports and entertainment projects? Are you someone who is wanting a role that will **directly contribute** to the **design** and deve ...
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Mutual Funds Reporter/writer
20 hours ago
Times Internet Noida, India**JOB DESCRIPTION**: · **Job Position · - Mutual Fund Reporter/ Writer** · **About Times Internet**: · Times Internet Limited (TIL) is a premier digital product company & a digital venture by The Times of India Group. As per ComScore, it has the largest Indian online repertoire, ...
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Equity Advisor/equity Dealer
1 day ago
Dailynivesh Innovations Pvt Ltd Gautam Budh Nagar, India1. Communicating Fno Trading Calls And Investing Ideas To Customers. · 2. Monitoring Day To Day Operations At the Branch. · 3. Maintaining Regular Relations With Clients. · 4. Individually Operate Nse / Bse Terminals. · 5. We are Looking for Derivative Advisor (Experienced in Cli ...
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Tsc - Associate - Equity Research
20 hours ago
THE SMART CUBE - A WNS COMPANY Noida, Uttar Pradesh, India**Company Description** · The Smart Cube, a WNS company, is a trusted partner for high performing intelligence that answers critical business questions. And we work with our clients to figure out how to implement the answers, faster. · Through analytics, custom research and best ...
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Research Associate
20 hours ago
Insight Alpha New Delhi, IndiaNew Delhi · - Full Time · - **About Insight Alpha**: · Insight Alpha provides clients access to a network of frontline industry experts that help them get critical information they need to be successful. We help thousands of our clients get answers to their most critical question ...
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Client Technology Audit Support Partner
20 hours ago
TMF Group Noida, India**Job no**: 565342 · **Work type**: Full time · **Location**: Noida, India, India · **Categories**: Information Technology · **Office Location**: Noida · **About TMF Group** · TMF Group helps its clients operate internationally and 'belong' wherever they are in the world. Our wor ...
Registered Investment Advisor - Gurugram, India - OneBanc
Description
Registered Investment Us:
OneBanc is a neo-bank, building the economic infrastructure for the workforce of India.
The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew.
Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all stakeholders.The core team has proven their vision and executive prowess in CoCubes - a complete assessment solution for students and institutes, which was acquired by Aon.
They are now building the squad to enable FinTech revolution of the future.Must Have's:
5 years of experience as a Principal Officer in activities relating to advice in financial products or securities or fund or asset or portfolio management