Investment Advisor - Bengaluru

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. · ...

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. · ...

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 ...

We are looking for a motivated Investment Advisor to join our sales team. · ...

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. · ...

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, you will be responsible for creating clear, goal-based financial plans that help clients make confident long-term decisions. · ...

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. · Explain investment products in simple and compliant language to prospective clients. · ...

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. · ...

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. · ...

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

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. · ...

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 ...