Investment Advisor Jobs in Mumbai
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Search Results - Investment Advisor Jobs in Mumbai
Hireginie Talent Cloud Pvt Ltd-Mumbai
knowledge of Indian Equities/Capital Markets.
• Ability to market these reports to Institutional clients.
Responsibilities :
• Acquire and advise small and mid-sized PMS, AIF, Family Offices, and large HNIs.
• Build and nurture strong client...
updazz.com -
The Financialist-Mumbai
their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the client's risk profile, goals, and milestones. Financial advisors assess a client’s financial needs, including retirement, saving for college...
Seven52 Recruiters-Mumbai
and investment preferences.2. Provide personalized investment advice and asset allocation strategies based on clients' risk tolerance, financial objectives, and market conditions.3. Drive new business development by identifying and acquiring new clients through...
Larson Maddox-Mumbai
Our client, a leading alternative investment firm with a strong presence in the APAC region, is in search of a Vice President of Compliance to oversee compliance matters for onshore India and work closely with SEBI. This role will be based in Mumbai...
EISEN CONSULTANCIES LIMITED-Mumbai
Position: Angle Investor /Fundraising /Investor Relation Specialist
Company: Eisen Consultancies Ltd.
Website:
Company Overview
Eisen Consultancies Ltd. is a corporate advisory firm specializing in fundraising, M&A, and joint ventures. We enable...
Seven52 Recruiters-Mumbai
and investment preferences.
2. Provide personalized investment advice and asset allocation strategies based on clients' risk tolerance, financial objectives, and market conditions.
3. Drive new business development by identifying and acquiring new clients...
Artha Group-Mumbai
in Mumbai’s bustling financial district, our mission is to drive innovation and long-term growth through our investments in transformative startups. Our diversified portfolio includes over 120 companies, including OYO Rooms, Purplle, IconBuild, Tala, Karza...
equentis-Mumbai
development activities.
4. Prior experience of working in a wealth management firms, Private banking,
PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI
client management .
5. Minimum Entry level Portfolio amount would be Rs 1 crore...
Findoc-Mumbai
certifications: Investor Advisor and Research Analyst modules, and Portfolio Manager module.Preferred Experience (from): Candidates with a background from Motilal Oswal, AXIS Mutual Fund, DSP Mutual Fund, ASK Investment Management Company will be given...
EISEN CONSULTANCIES LIMITED-Mumbai
Position: Angle Investor /Fundraising /Investor Relation Specialist
Company: Eisen Consultancies Ltd.
Website: www.eisenconsultancies.in
Company Overview
Eisen Consultancies Ltd. is a corporate advisory firm specializing in fundraising, M&A...
Money Honey Financial Services Pvt.-Mumbai
We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist. Our core product offering is mutual fund, FD, Bonds, Debenture, etc. To meet our expansion goal, we...
freshersworld.com -
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 Description
This is a full-time on-site role as AVP/Team Lead/Sr...
ICICIDirect-Mumbai
Job Responsibilities:
To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. [Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management]
To manage...
KGK Group-Mumbai
Planning and Budgeting: Develop and implement financial plans based on clients’ goals and objectives.
• Create budgets and spending plans to optimize financial resources.
• Income Management: Monitor income sources, including investments, rental income...
Abakkus Asset Manager Private Limited-Mumbai
Management Services, Advisory Services for Domestic and Global Investors.
In just 6 years of incorporation Abakkus has established itself in the Indian equity horizon both in terms of performance and growth in assets.
Location: Mumbai
Qualification: Post...
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