Senior Strategic Investment Advisor - All India

We are looking for an experienced Investment Advisor with strong understanding of cross-selling/upselling techniques and excellent communication skills to join our team. · Experience in equity advisory, financial advisory or related fields. · ...

As an Investment Portfolio Manager you will develop manage and optimize client investment portfolios across various asset classes such as equities fixed income mutual funds ETFs and alternatives · Develop manage and optimize client investment portfolios across asset classes · Con ...

As Wealth Management Advisor at deVere Group, provide financial planning services to clients and build client books. ...

Selling financial investment products to clients. · ...

As a Manager - Finance at the Leading Investment Advisors managing over USD 300 million AUM primarily for global institutional investors here is what you can expect Manage accounts billing audit invoices taxes salary processing banking & treasury for the Indian entity Handle comp ...

As Team Lead In Planning your role would involve overseeing financial planning projects and guiding a team of financial planners to ensure compliance with SEBI regulations. · ...

Provide financial leadership and strategic expertise to drive the growth of the organization. · ...

As an Investment Advisor your role will involve advising clients on investments in the equity and derivatives market. · You will be responsible for building strong relationships with clients and educating them about various investment opportunities. · ...

· You will play a key role in the Investment Advisory Business by designing, developing, and scaling advisory-led investment products and solutions across asset classes. Your responsibilities will include Client Management, Performance Monitoring, and Regulatory Alignment. **Key ...

As a Financial Advisor you will be responsible for presenting investment products to clients that align with their interests. Your main focus will be assisting clients in aligning their investments according to their individual needs. · ...

You will be working as a Financial Advisor assisting clients in managing their finances and investments. · Assisting clients · Suggesting suitable investment options · ...

Burman Capital Management is a SEBI registered Portfolio Management company. · New investments: Complete ownership of the analysis process both from qualitative & quantitative perspective including detailed industry analysis · ...

· As a senior professional at our company, you will play a crucial role in leading and scaling our high-impact Investment Banking platform for mid-market and high-quality SMB clients. Your responsibilities will include: - Leading end-to-end sell-side M&A and capital raise mandat ...

· As a buy-side advisor at Transacta Capital, your role will involve sourcing and executing M&A opportunities. You will be required to have extensive experience in investment banking and strong analytical skills to interpret complex data. Key Responsibilities: - Develop and exec ...

Help clients with insurance investments and financial planning while building your own advisory practice. · ...

+As a Partner Direct Tax (Financial Services), you will lead the Firm's direct tax practice for financial services clients.+ · +Leading key client relationships as a trusted advisor to senior stakeholders+ · Driving practice growth through origination, crossfunctional collaborati ...

As a part of the role you will conduct goalbased conversations with clients to understand their financial objectives then create and present comprehensive financial plans to help clients achieve their goals effectively. · ...

As a Financial Advisor, · your role will involve providing financial advice · ...

++As a Financial Advisor in this role, you will be responsible for providing financial advice and implementing financial planning recommendations for high net worth clients. · ...

You will be working as an Equity Adviser in the Stock & Financial Market industry. Your main responsibility will be to provide financial advice and recommendations to clients regarding their investments. · ...