1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Qualifications: Engineering graduate or equivalent, MBA from a reputed institute
Work Experience: Overall work experience of 5-7 years. Minimum work experience of 2-3 years with a reputed corporate or family office investments or a VC firmStrong financial and business analysis skills as demonstrated by prior experience including financial modellingCapable of understanding ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
0.00 LPA TO 0.00 LPA
Description:
We have an urgent opening for the position of Investment Advisor for a Reputed CA Firm at Mumbai (Ghatkopar).
Job Description:
Please find the details for the same:
Position: Investment Advisor
Salary: As per Industry norms
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge/Experience in LIC
PMS
Experience on V.M.Pro Software
Good English Communication.
Smart and Presentable.
CFP(Certified Financial Planner)
Job ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
12.00 LPA TO 20.00 LPA
As a Buy-Side Equity Research Analyst, you will be responsible for conducting in-depth research and analysis of companies and industries to identify investment opportunities. You will work closely with portfolio managers and hedge funds to support decision-making processes and contribute to the overall investment strategy.
Key Responsibilities:• Perform detailed equity research, ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Job Description
Min. 5 years of Investment, Fund Management or Investment advisory experience with Proof.
Postgraduate in Finance / Business / Economics / MBA / PG Diploma
NISM 10A & 10B Certificate latest . If not, then the candidate should be willing to take NISM 10 A - 10B Exam ( Company will ...
1 Opening(s)
0.5 Year(s) To 3.0 Year(s)
Not Disclosed by Recruiter
Providing accurate investment advice to clients.
Accurately evaluating financial reports.
Managing clients’ investment portfolios.
Staying abreast with the latest financial news.
Providing regular updates to clients regarding the status of their investment portfolios.
Informing clients of new investment opportunities within the stock market.
Sourcing new clients through networking and cold calling.
Accordingly making changes in investment strategies ...
4 Opening(s)
1.0 Year(s) To 4.0 Year(s)
3.00 LPA TO 5.00 LPA
We are seeking an experienced Assistant Portfolio Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this role, you will be responsible for managing a diverse portfolio of properties, overseeing all ...
3 Opening(s)
3.0 Year(s) To 6.0 Year(s)
7.00 LPA TO 10.00 LPA
We are seeking an experienced Senior Sales Manager to join our prestigious real estate company. As a trusted leader in the industry, we are dedicated to delivering exceptional service and results to our clients. In this role, you will be responsible for managing a diverse portfolio of properties, overseeing all ...
3 Opening(s)
5.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 15.00 LPA
Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities.
Sales and Business DevelopmentIdentify and pursue ...