Investment Advisor Jobs in Mumbai
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Search Results - Investment Advisor Jobs in Mumbai
Talent Sutra-Mumbai
Role Overview:As a registered investment advisor with our client, you will be advising clients on how to build aglobal investment portfolio and craft personalized financial plans for Indian families aimingto fund their children's overseas education...
Evalueserve India-Mumbai
or equity capital markets (1-6 years)
• with a reputed Investment Banking firms. Prior advisory or PE syndication experience will be an added plus
• Proficiency in Bloomberg Terminal and Microsoft suite of tools including Excel, PowerPoint
• Ability to multi...
Hireginie-Mumbai
of ₹50L+). The role involves leveraging advanced digital tools to deliver tailored investment solutions and drive sales growth in the wealth management segment.
Key Responsibilities: Conduct pre-scheduled video meetings with high-net-worth inbound clients...
EISEN CONSULTANCIES LIMITED-Mumbai
Execution Support: Assist in the execution of investment transactions, including coordination with legal, compliance, and external advisors.
• This position involves interacting with Promoters, CFO, CEO level clients and requires tremendous emotional...
TheRecAI-Mumbai
to assess their suitability for investment offerings.Facilitate interactions between prospects and Registered Investment Advisors (RIAs), ensuring high-quality client engagement.2. Educational Outreach:Explain unique investment strategies and compare them...
Axis Capital Ltd.-Mumbai
Experience:
The candidate must have 10-15 years of relevant experience in Investment Banking - Coverage / Advisory.
The sectors ideally covered could be -
• Consumer, Consumer Tech, Retail, Manufacturing
• Healthcare and Pharma
• Enterprise Tech...
SMIFS LIMITED-Mumbai
Advisory, Investment Banking, and Distribution. With a strong presence across India, our core expertise lies in Research & Advisory Services for Institutional & Ultra HNI Clients.Role DescriptionThis is a full-time on-site role as AVP/Team Lead/Sr.
Wealth...
deVere Group-Mumbai
for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. Using a consultative process, you will be wholly...
PGP Glass Pvt. Ltd.-Mumbai
Transition
• Prepare the groundwork for potential IPO readiness, including managing relationships with advisors and understanding listing requirements.
• When the company decides to go public, lead and manage all investor relations activities related...
Nuvama Group-Mumbai
in relation to Broking and Depository Participant, Investor Grievance. Added knowledge/awareness regarding regulatory requirements w.r.t Investment Adviser, Research Analyst, Distribution activities, Portfolio Management, etc.
will be preferred.
Communication...
Marsh McLennan-Mumbai
and advisory services for institutional investors across various asset classes.
As a member of the team, you will have the opportunity to work on projects spanning:
• Portfolio data analytics for client reporting
• Portfolio design and construction
• Values...
PCR Financial Aggregation-Mumbai
Who is Private Client Resources (PCR)?
PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient...
Morgan Stanley-Mumbai
to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.5...
foundit.in -
deVere Group-Mumbai
for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.
Using a consultative process, you will be wholly...
Mango Advisors-Mumbai
Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and four regional offices across India. It is focused on Real Estate Vertical. It is growing the business for SME/MIDMARKET space (non-real estate – all sectors...
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