Investment Advice Jobs in India

Position Overview:We are looking for an experienced Senior Mutual Fund Distributor who has indepth knowledge of the mutual fund industry experience in managing client portfolios and the ambition to eventually start their own broking firm. The ideal candidate will play a crucial role i More...

Key Responsibilities 1. Client Engagement & Relationship Management: Conduct regular meetings with clients (investors developers and stakeholders) to discuss investment strategies portfolio updates and performance. Build and maintain strong relationships with clients ensuring contin More...

Job Posting: Investment Counselor We are hiring for a reputed financial services company seeking a highly skilled Investment Counselor to join their dynamic team based in Delhi. This role is critical for conducting detailed portfolio reviews acquiring new clients and supporting b More...

Job Title: Investment AnalystLocation: MumbaiExperience: 6 months 3 yearsCompensation: 912 LPAContract Duration: 612 MonthsQualification: CA / MBAJob Description:We are hiring for an Investment Analyst position at a private equity firm based in Mumbai. This role involves being an More...

The Relationship ManagerWealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards o More...

Responsibilities:Planify is hiring investment banking (Sell Side) to cater to highnetworth individualsby offering Pre IPO Startup investment advice and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding private More...

We are hiring for a boutique investment banking firm headquartered in Mumbai with five regional offices across India. It is focused on the Real Estate Vertical. It is growing the business for SME/MIDMARKET space (nonreal estate all sectors). It provides the following services on t More...

Client Overview: Our client is a leading financial services firm specializing in providing investment advisory and wealth management solutions. They focus on delivering customized financial strategies to meet the unique needs and goals of their clients. With an emphasis on transparenc More...

Company: Cognisol is a distinguished ISO 9001:2015 certified company committed to excellence and innovation. With a focus on delivering cuttingedge services we pride ourselves on being at the forefront of industry trends and technological advancements. Our commitment to quality manage More...

BA/PM needed to work on all aspects of project delivery engaging a complex stakeholder groups across multiple global regions / product lines to execute global change programs in the Investment Banking domain. This includes business analysis requirements gathering and documentation dri More...

Key Areas of Responsibilities Sourcing processing and aggregating tick data order data and execution data from various sources (Bloomberg Reuters OneTick internal databases vendors etc.) managing large datasets (currently organized as flat files and data objects) data processing and More...

JD Banking & Financial Services Domain Knowledge: Familiar with BFS business and line of businesses such as Retail Banking Investment Banking Wealth Management ..etc. Familiarity with any COTS/SaaS products such as Temenos FIS…etc. Experience with More...

OverviewAs a Wealth Manager you will play a crucial role in providing comprehensive financial advice investment expertise and wealth management services to highnetworth individuals and families. You will be responsible for building and maintaining client relationships understanding th More...

As a Wealth Manager you will be responsible for managing and growing highvalue client portfolios providing personalized financial advice and helping clients achieve their longterm financial goals. We are looking for someone who is passionate about wealth management has a deep understa More...

This is a fulltime onsite role for a Relationship Manager at TR Capital. The Relationship Manager will be responsible for managing and cultivating client relationships understanding and addressing their financial needs providing expert advice on investment opportunities and facilitati More...

Role Senior Relationship Manager Wealth ( Coimbatore)Experience 10 YearsMode WFO 5.5 daysLocation CoimbatoreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financ More...

As a Relationship Manager you will play a pivotal role in understanding our clients&39; business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact responsible for building strong client relationships analyzing data and fosteri More...

Job Title: HR ManagerLocation: Ahmedabad (No relocation)Reports To: Operations HeadJob Summary:We are seeking an experienced and motivated HR Manager to oversee human resources operations ensuring alignment with business goals. Responsibilities include recruitment HR policies employee More...

Position Overview: As a Relationship Manager you will play a pivotal role in understanding our clients&39; business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact responsible for building strong client relationships yzing d More...

Senior Relationship Manager Wealth (Maharashtra)Experience: 10 YearsMode: WFO 5.5 daysLocation: Mumbai and PuneJob Purpose:The Senior Relationship Manager Wealth is responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with More...