Financial advisor mumbai jobs 21 -26 of 26 (0.002s)

Investment banking - internship

MumbaiMahaveera Capital Advisors LLP

...Assist in conducting business, financial, and secretarial due diligence for capital market transactions 2. Support drafting and review of transaction-related documents 3. Conduct industry research and track market developments and transactions 4. Monitor regulatory updates and capital market deals 5. Ensure completion of [...]

Category Banking, Insurance, Finance & Accountancy

Tech – backend & data processing - internship

MumbaiPeoplsmith

...in a fast-paced, impact-driven financial advisory firm. There is potential to be part of the founding team, which is focused on streamlining investment advisory for retail clients in India with a client-first approach. Selected intern's day-to-day responsibilites include: 1. Designing and developing workflows: [...]

Business development specialist - fresher

MumbaiMoney Honey Financial Services Private Limited

About the job:Positions Open: Financial Advisor/Investment Specialist Key Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his [...]

Category Retail

Wealth management advisor - fresher

MumbaiMoney Honey Financial Services Private Limited

About the job:Positions Open: Financial Advisor/Investment Specialist Key Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his [...]

Category Banking, Insurance, Finance & Accountancy

Financial advisor - fresher

MumbaiMoney Honey Financial Services Private Limited

About the job:Positions Open: Financial Advisor/Investment Specialist Key Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his [...]

Category Banking, Insurance, Finance & Accountancy

Business development executive

Mumbaiaxureone

...communication channels to promote financial advisory services. Understand customer needs through effective questioning. Provide accurate information about services and address customer inquiries. Maintain and update customer information in CRM software. Coordinate with clients and set up meetings for the field sales team. [...]

Job Type: Full-time
Category Retail