7,049 investment Advisory Jobs in Mahbubnagar

Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and  Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com

As a Wealth Management / Mutual Fund professional at mNivesh, you will play a crucial role in simplifying investments and guiding individuals towards smart financial decisions. Your expertise in mutual funds, investment products, and financial planning, along with valid NISM XA & XB certifications, will be instrumental in helping clients achieve their financial goals. Key Responsibilities: - Understand clients" financial goals and recommend suitable mutual fund investment options. - Develop and maintain strong client relationships to ensure long-term engagement. - Conduct regular portfolio reviews and provide updates on market trends. - Assist clients with transactions, redemptions, and SIP setups. - Work closely with the internal team to achieve business targets. - Maintain up-to-date knowledge of mutual fund products, SEBI guidelines, and compliance norms. Qualifications Required: - Graduate with NISM XA & XB Certification. Desired Candidate Profile: - NISM XA & XB certified (mandatory). - Good understanding of mutual fund concepts and financial markets. - Excellent communication and interpersonal skills. - Self-motivated and target-oriented. - Freshers and candidates with up to 3 years of experience are welcome to apply. At mNivesh, you can look forward to attractive incentives, growth opportunities, professional learning and development support, and a dynamic, collaborative work environment. If you are passionate about simplifying investments and making wealth creation accessible through expert advisory and innovative platforms, we encourage you to share your updated resume at vipul@niveshonline.com or contact 9910049264 for more details.,

As an Investment Advisor specializing in Fixed-Income (Bonds) at Finzace, your role will involve the following responsibilities: - Make outbound calls to potential investors and understand their requirements - Educate and assist investors in selecting the right fixed-income products - Convert leads into successful investments and drive sales - Manage and nurture relationships with existing investors - Ensure smooth onboarding for new investors - Provide excellent service to help investors build strong portfolios Qualifications for this role include: - Strong communication and persuasion skills - Freshers passionate about finance and sales are welcome! - Prior experience in fintech or investment sales is a plus - Knowledge of bonds and fixed-income products is preferred At Finzace, we are a fast-growing invest-tech startup focused on making fixed-income investments like bonds and FDs more secured, easier, and accessible for individuals. Join us in our mission to provide excellent service and help investors build strong portfolios. Compensation for this position includes a salary of 3-4 LPA along with performance-based incentives.,

Role Overview: As an Accounts professional at Intuit Management Consultancy in Chennai, Tamil Nadu, you will be responsible for handling the Transaction Advisory Services division. Your role will involve originating and executing mandates for Transaction Advisory and related Support Services. You will have the opportunity to interact with Senior Management and Promoter Groups of existing and potential clients in India across diverse sectors. Key Responsibilities: - Lead the existing team to deliver high-quality professional services and efficiently manage the execution of mandates for transaction advisory and support services. - Identify new opportunities to enhance business across service offerings for investment advisory, including buy-side/sell-side and fund-sourcing mandates in and outside India by interacting with clients and associates. - Prepare teasers, lead deal evaluation, financial models, projections, documentation, etc. - Lead, train, and mentor the team while attracting new talent for the division. - Assist in updating the knowledge pool and resources across the service offerings consistently. - Support the management in building and improving existing systems and processes for operational efficiencies. - Coordinate with other divisions and associates for legal, tax, and regulatory advice in structuring and closing investment transactions. - Manage Business Development for the division. Key Service Offerings: - Raising capital through PE and VC funds, Financial Institutions, Family Offices, HNIs, etc. - Advising on buy-side/sell-side/joint venture mandates for corporate and start-ups across sectors. - Assisting in the placement of private capital as financial or strategic investments for Family offices and HNIs. - Providing transaction support services like due diligence, valuation, financial projections, feasibility studies, preparing business plans, pitch books, information memorandum, etc. Qualification Required: - In-depth investment banking/transaction advisory experience in the Indian market. - 10 to 15 years of post-qualification experience in Investment Banking/Private Equity in India. - Strong academic background from a recognized institution, MBA or Masters's Degree from a leading university preferred. - Proficiency in financial projections, hands-on approach, and strong business development skills. - Excellent communication, presentation, and leadership skills with a dynamic personality. - Strong network across the financial sector and various funds in India. Additional Details: The selected candidate will benefit from the best industry standards in terms of compensation and other perks.,

As a Real Estate Investment Advisor, you will play a crucial role in assisting clients with making informed property investment decisions. Your dynamic and motivated approach, coupled with strong communication skills, will be essential in guiding clients through the property buying process and closing high-value real estate deals. - Advise clients on real estate investment opportunities based on current market trends. - Identify and cultivate potential leads through proactive calls, meetings, and follow-ups. - Conduct thorough site visits to ensure exceptional client experiences. - Foster long-term client relationships to drive repeat business. - Meet and exceed monthly and quarterly sales targets. - Collaborate effectively with the sales team and management to facilitate seamless deal closures. - Maintain accurate client data, adhere to follow-up schedules, and provide daily reporting. In order to excel in this role, you should possess: - Strong communication and negotiation skills. - Self-driven and target-oriented mindset. - Ability to comprehend client requirements and suggest suitable options. - Willingness to engage in fieldwork and site visits. - Previous experience in real estate sales is preferred but not mandatory. Freshers with exceptional communication skills are also encouraged to apply. Minimum Qualifications: - Graduation in any field. Preferred Qualifications: - Experience in Real Estate. The company offers: - Attractive Salary with High Incentives. - Monthly & Quarterly Performance Rewards. - Growth Opportunities within the organization. - Professional work culture. - Team events, outings, achievers parties, etc. This is a Full-Time position with a 6 Days Working schedule. Skills required: real estate, investment, communication, sales, client requirements, communication skills.,

Role Overview: You will be working as an Investment & Research Advisor at Invos Research, a company leading in technology innovation in the financial market space. Your primary responsibilities will include conducting market research, analyzing data, providing strategic investment advice, and developing research methodologies. Collaboration with team members to ensure the accuracy and relevance of research findings will also be a key aspect of your role. Key Responsibilities: - Conduct market research to gather relevant data - Analyze data to derive insights for strategic decision-making - Provide strategic investment advice based on research findings - Develop and implement research methodologies - Collaborate with team members to validate research findings Qualification Required: - Proficiency in Market Research and Research skills - Strong Analytical Skills and Research and Development (R&D) experience - Excellent Communication skills - Mandatory NISM IA/RA Certification - Ability to work independently and remotely - Experience in financial markets and investment advisory is a plus - A Masters degree in Finance, Economics, or a related field is preferred,

Applications are invited for the role of Mutual Funds Advisor in Delhi, Bangalore, and Ahmedabad. To be considered, candidates must hold a Graduate Degree and have 6 months to 3 years of sales experience in Mutual Funds Sales /Demat Accounts /SIP. . The CTC ranges from 3 LPA to 5 LPA. English and local language proficiency is essential. Working hours are from 9 am to 6 pm, with Sundays off. Interested applicants can email - brdassociates@workmail.com or call 8377024167. NoTe - Age limit not above 32yrs

Location: Ahmedabad Salary: Up to 5 LPA Industry: Financial Services | Mutual Funds | Wealth Management Job Description We are looking for a Relationship Manager to drive mutual fund sales, increase AUM, and strengthen client relationships. The ideal candidate should have strong communication skills and an understanding of financial products, especially SIPs and mutual funds. Key Responsibilities Direct Responsibilities Acquire new clients with benchmark investable assets. Increase the assigned SIP book through new and existing clients. Drive overall AUM growth by gathering assets from current and prospective investors. Expand the number of active clients contributing to AUM. Contributing Responsibilities Achieve branch business targets in AUM, SIP book, new client acquisition, and client upgrades. Enhance and strengthen client relationships through regular engagement. Ensure the highest level of service and support for all clients. Maintain accurate records of client interactions, investments, and pipeline development. Required Qualifications Graduation from any recognized university (MBA/Finance preferred). 14 years of experience in Financial Services, Mutual Funds, or Wealth Management. AMFI/NISM VA certification preferred. Desired Skills Strong communication and client-handling skills. Knowledge of Mutual Fund products, SIPs, and wealth management solutions. Ability to work with targets and deliver consistent results. Good relationship-building and problem-solving skills. Employment Type Full-Time | Permanent

As an Investment Advisor at Purminder Kaur & Associates, your role will involve advising clients on optimal investment opportunities, risk assessment, and financial planning based on their goals. You should have hands-on experience in loans and investment products such as mutual funds, fixed deposits, insurance, and other retail banking offerings. Key Responsibilities: - Minimum 1 year of experience in a banking environment handling loans and investments - Strong communication and client relationship skills - Knowledge of current financial products and market trends Qualifications Required: - Bachelor's degree in Finance, Commerce, or related field preferred The company, Purminder Kaur & Associates, is looking for a qualified Investment Advisor with banking sector experience to join their team. If you have the required qualifications and experience, this full-time position offers a salary of 15,000-20,000/month (negotiable based on experience) with day shift and morning shift schedules. The work location is in person. If this opportunity aligns with your expertise, do not hesitate to speak with the employer at +91 9915711198.,

As an Investment Advisor, your primary responsibility will be to meet with clients and partners to discuss various investment options such as Mutual Funds, Direct Equity, and Insurance. You will need to understand the individual client needs and recommend suitable investment plans accordingly. Building and maintaining strong relationships with clients and partners in the financial services industry will be a crucial aspect of your role. Additionally, you will be required to manage and promote products in events and seminars to expand the client base. Regular reporting to the head office on client engagements and business progress is also expected. Key Responsibilities: - Meet with clients and partners to discuss investment options - Understand individual client needs and recommend suitable investment plans - Build and maintain strong relationships in the financial services industry - Manage and promote products in events and seminars - Report regularly to the head office on client engagements and business progress Qualifications Required: - Educational background in MBA Finance/Marketing or B.Com - Previous experience in client handling - Sales-oriented mindset with a passion for business development and meeting sales targets - Strong communication skills, both written and spoken - Willingness to travel extensively across PAN India for client meetings and events If you meet the desired skills and are ready to take on this challenging role, we look forward to receiving your application.,

As an Investment Specialist, you will be responsible for providing investment advisory services and managing client relations in the financial advisory industry. Your role will involve portfolio management, business development, and client engagement. **Key Responsibilities:** - Deep understanding of products like Mutual Fund, Corporate Fixed Deposit, RBI Bond, Non-Convertible Debenture (NCD), and 54EC Capital Gain Bond - Knowledge about capital market, fixed income market, commodity market, precious metals, real estate, economy, and various sectors - Regular interaction and sessions with Fund Managers - Tracking Global Market activity, Govt. Policies, Central Banks Policies, Inflation, and other factors - Client engagement activities over the phone to build sound relationships - Exchange latest updates about new products or upcoming changes in existing products - Increase wallet share from existing clients and acquire new clients - Help existing clients with service issues post-transaction - Conduct portfolio reviews for existing clients at periodic intervals - Showcase investment products to clients and align investments based on their needs and risk appetite - Drive business growth and expand the client base **Qualifications Required:** - Keen interest in building a career in the financial industry, especially in the investment domain - Strong mathematical and analytical skills - Passion for reading and staying informed about financial trends - Ability to initiate conversations with unknown individuals - Excellent communication skills, particularly over the phone - Bachelor's degree in finance, economics, accounting, or a related field - Professional certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) will be an added advantage If you are looking to embark on a career in financial advisory and possess the necessary skills and qualifications, we encourage you to connect with our HR team to explore the opportunity as an Investment Specialist at our company.,

As an Investment & Trading Relationship Manager at Rook Capital Consultant Private Limited, you will play a crucial role in engaging with clients, promoting financial products, and achieving sales targets. Your understanding of financial markets, stock trading, investments, and basic technical skills will be key in this role. Key Responsibilities: - Engage with clients to identify their trading and investment requirements. - Promote and pitch demat accounts, trading accounts, insurance, TTP, mutual funds, and other financial products. - Educate clients on stock market trading, investment strategies, and algo trading opportunities. - Meet and exceed sales and revenue targets. - Maintain strong client relationships for long-term connections. - Collaborate with internal teams to enhance client onboarding processes. - Stay updated on market trends, trading platforms, and financial products. Required Skills & Qualifications: - Minimum 1 year of experience in sales, trading, or financial services. - Strong knowledge of stock markets, trading & investments. - Awareness/understanding of algo trading concepts. - Technical skills in Python, Java, or similar languages (preferred). - Excellent communication, client handling, and presentation skills. - Ability to work under pressure and achieve sales targets. - Graduate/Postgraduate in Finance, Commerce, Economics, or related field (preferred). In addition to a competitive salary and attractive performance incentives, we offer growth opportunities in sales, trading, and financial markets. You will also gain exposure to cutting-edge trading technology and algo-based strategies in our dynamic, collaborative, and growth-focused work culture.,

As a seasoned Senior Investment Banker at T9L, your role will be crucial in driving the studio's capital-raising initiatives for both the studio and its portfolio companies. Your proven track record in large-scale fundraising (USD 50M+ deals), access to a global investor network, and entrepreneurial mindset will be key to leading cutting-edge transactions and fueling growth ambitions. **Key Responsibilities:** - Design and implement capital-raising strategies tailored for studio scaling, including equity, debt, hybrid instruments, and innovative financial solutions (SPACs, green bonds, etc.). - Identify, structure, and close high-value funding transactions for the studio and its ventures, leveraging global networks of institutional investors, private equity, venture capital, family offices, and strategic partners. - Organize and lead studio-specific investor roadshows, presentations, and direct outreach campaigns. Craft compelling investment memorandums and pitch decks to articulate T9L vision and market value. - Build and analyze complex financial models and scenario plans. Advise on optimal deal structures, balancing the studio's capital needs with cost, risk, and investor appetite. - Oversee fundraising process end-to-end, from due diligence, documentation, and negotiation, to regulatory filings and closing. Ensure adherence to global securities laws and post-raise governance standards. - Monitor macroeconomic trends, market conditions, and investor sentiment. Counsel T9L leadership on best timing and tactics for fundraising; anticipate challenges, and innovate solutions. - Cultivate robust relationships with current and prospective investors. Develop partnerships to support future studio fundraising rounds and strategic needs. - Mentor junior team members, fostering a culture of excellence and continuous learning. **Qualifications Required:** - 15+ years of deep investment banking experience, with extensive exposure to startup, studio, or venture capital environments. - Demonstrated success in closing complex, high-value fundraising transactions (USD 50M+) for fast-growth ventures; studio experience strongly preferred. - Elite investor network across geographies, including private equity, venture capital, corporate funds, family offices, and sovereign funds. - Strategic thinker with advanced analytical, financial modeling, and negotiation skills. - Entrepreneurial, self-driven, resilient; thriving under pressure and relentless in pursuit of targets. - Exceptional written and verbal communication; ability to influence and inspire confidence. - Commitment to professional ethics, regulatory excellence, and transparent stakeholder management. At T9L, an innovative startup studio, you will be part of a high-growth, collaborative culture that rewards drive, ambition, and impact. You will have opportunities for deep collaboration, meaningful ownership, and continuous growth and learning, along with premium compensation, equity opportunities, and flexible work options.,

Role Overview: As an Investment Adviser at our company located in Sector 5, Kolkata, you will play a crucial role in the equity market. Your responsibilities will include holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to take test), having a minimum of 1 year of experience in the field, being a motivated and analytical graduate, preferably with a CFA candidate or holder background in commerce (B.Com / related fields), and completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Key Responsibilities: - Holding a NISM - Investment Adviser - XA & XB CERTIFICATION (Certified Required / willing to take test). - Having a minimum of 1 year of experience in the field. - Being a motivated and analytical graduate, preferably with a CFA candidate or holder background in commerce (B.Com / related fields). - Completing or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). Qualifications Required: - Education: B.Com, BBA (Finance), or equivalent in commerce/finance. - CFA: Level 1/2 cleared or currently enrolled (preferred). - Certifications: Willing to pursue or currently pursuing NISM Investment Adviser Level 1 & 2 exams. - Strong interest in the Indian stock market, personal finance, and investment advisory. - Analytical mindset with a passion for equity research and long-term client relationships. - Commitment to a professional career in equity advisory and compliance-driven practice. - Strong communication skills and proficiency in Excel/PowerPoint; Power BI is a plus. (Note: Omitting any additional details of the company as it is not present in the provided job description),

As an Investment Banking Associate specializing in energy transition sectors, your role involves advising clients on raising private equity, structured credit, and M&A deals within the renewable energy landscape. Your responsibilities include: - Conducting end-to-end deal activities from origination to closure for transactions related to equity, M&A, and structured credit. - Engaging with various stakeholders such as clients, investors, lenders, legal firms, and consultants. - Identifying trends and potential opportunities to develop a robust business pipeline. - Performing detailed industry analyses to understand key drivers and business models for client targeting. - Creating teasers, pitch books, information memorandums, management presentations, and financial models. - Presenting deal unique selling points through PowerPoint presentations. - Collaborating with PE/VC funds, strategic investors, private credit funds, and special situations funds for deal closures. - Conducting comprehensive due diligence and supporting the execution of definitive agreements. Key Skills required for this role include: - Minimum three years of experience in fund raising, project finance, corporate finance, investment advisory, or financial advisory, preferably in energy transition sectors. - At least two years of experience in an investment banking role advising clients on private equity and M&A deals. - Educational background of MBA from Tier-1 or Tier-2 B-Schools with a finance focus, or CA, or CFA certification. - Proficiency in financial modeling and financial statement analysis. This role offers you the opportunity to be a part of impactful transactions within the evolving energy transition landscape, where you will be instrumental in guiding and training analysts and associates to excel in their roles.,

As an Investment Banking Associate specializing in energy transition sectors, you will play a crucial role in advising clients on raising private equity, structured credit, and M&A deals. Your responsibilities will include: - Engaging in front-end investment banking activities related to energy transition sectors, covering deal activities from origination to closure for transactions involving equity, M&A, and structured credit. - Collaborating with various stakeholders such as clients, investors, lenders, legal firms, and consultants. - Identifying trends and potential opportunities to build an active business pipeline. - Conducting in-depth industry analyses to understand key drivers and business models for identifying potential clients. - Creating teasers, pitch books, information memorandums, management presentations, and financial models. - Presenting deal USPs through compelling PowerPoint presentations. - Interacting with PE/VC funds, strategic investors, private credit funds/AIFs, and special situations funds to facilitate deal closures. - Assisting in comprehensive due diligence processes. - Supporting the execution of definitive agreements and deal closures. - Providing guidance and training to analysts and associates. Key Skills required for this role include: - Minimum three years of experience in fund raising, project finance, corporate finance, investment advisory, or financial advisory, preferably in energy transition sectors. - At least two years of experience in an investment banking role involving advising clients on private equity and M&A deals. - Educational background in MBA (from Tier-1 or Tier-2 B-Schools) with a focus on finance, or CA, or CFA. - Proficiency in financial modeling and financial statement analysis.,

Job Description: As a Financial Advisor/Investment Specialist at MoneyHoney, your role involves showcasing investment products such as Mutual Funds, Fixed Deposits, Bonds & Debentures to clients, both prospective and existing. You will be responsible for presenting products that align with client needs and risk appetite, ensuring dynamic asset allocation. Your primary focus will be on business growth and expanding the client base. Qualifications Required: - Wealth Management experience - Portfolio Management knowledge - Financial Analysis skills - Strong understanding of Investment Strategies - Client Onboarding expertise - Familiarity with Mutual Funds - Proficiency in Financial Planning If you are interested in this Full-time position with a General shift schedule, please send your resume, salary history, and other relevant information to hr.mum@moneyhoney.co.in to be considered for this opportunity. Thank you for considering MoneyHoney as your potential workplace. Job Description: As a Financial Advisor/Investment Specialist at MoneyHoney, your role involves showcasing investment products such as Mutual Funds, Fixed Deposits, Bonds & Debentures to clients, both prospective and existing. You will be responsible for presenting products that align with client needs and risk appetite, ensuring dynamic asset allocation. Your primary focus will be on business growth and expanding the client base. Qualifications Required: - Wealth Management experience - Portfolio Management knowledge - Financial Analysis skills - Strong understanding of Investment Strategies - Client Onboarding expertise - Familiarity with Mutual Funds - Proficiency in Financial Planning If you are interested in this Full-time position with a General shift schedule, please send your resume, salary history, and other relevant information to hr.mum@moneyhoney.co.in to be considered for this opportunity. Thank you for considering MoneyHoney as your potential workplace.

As an Investment Advisor at Rio Capital Investment Advisor, you will play a pivotal role within the dynamic team, driving sales and revenue growth in the investment and stock market sector. Your responsibilities will include engaging with potential clients, understanding their investment needs, and advocating for our services to establish enduring relationships. - Identify and prospect potential clients interested in investment and wealth management services. - Conduct presentations and product demonstrations to highlight the value proposition of Rio Capital's offerings. - Build strong relationships with clients by understanding their financial goals and investment preferences to provide personalized advice and effective solutions. - Meet and surpass sales targets by effectively selling investment advisory services. - Collaborate with the sales team to devise strategies for business expansion. - Stay abreast of market trends, competitor activities, and industry developments to position Rio Capital's services competitively. - Respond promptly and professionally to client inquiries, address their concerns, and ensure their satisfaction. - Maintain accurate records of sales activities and client interactions, along with generating regular reports on sales performance for management review. Qualifications for this role include: - Graduate degree in a relevant field. - Proven sales experience, preferably in the financial services or investment industry. - Preferably NISM XA-XB (Investment Advisor) certification. Key skills required for this position: - Strong sales and negotiation abilities. - Excellent verbal and written communication skills. - Capacity to build and maintain strong client relationships. - Understanding of investment products and market dynamics. - Goal-oriented mindset focused on achieving and exceeding sales targets. This is a full-time, permanent position at Rio Capital Investment Advisor. Join our dynamic sales team in the investment and stock market sector and contribute to the company's growth by effectively promoting our services and establishing enduring client relationships. Embrace a challenging yet rewarding career in the exciting field of financial sales.,

As a candidate for the position at OneBanc, you will play a crucial role in driving the FinTech revolution of the future. Your responsibilities will include: - Providing strategic direction and vision for the organization, ensuring alignment with its mission, goals, and objectives. - Overseeing financial planning, budgeting, and reporting processes to monitor financial performance and manage resources effectively. - Offering investment advice to clients in accordance with SEBI regulations. - Handling all compliance matters and communications with SEBI. To qualify for this role, you should have: - 5+ years of experience as a Principal Officer in activities related to advice on financial products, securities, funds, assets, or portfolio management. - Post-graduate degree or post-graduate diploma in finance, accountancy, business management, commerce, economics, capital markets, banking, insurance, or actuarial science OR Post Graduate Program in the Securities Market (Investment Advisory) from NISM with a duration of at least one year OR Professional qualification by obtaining a CFA Charter from the CFA Institute. - Active NISM Certification in financial planning, fund management, asset management, portfolio management, or investment advisory services. - Ability to effectively collaborate with diverse teams and stakeholders to drive synergy.,

As an Investment Advisor at Wishfin, you will play a crucial role in providing service to clients" changing investment needs by selling the best investment products over the phone. You will work closely with customers to understand and fulfill their long-term investment requirements. Handling customer inquiries efficiently and ensuring speedy resolutions will be part of your responsibilities. Meeting the sales targets set by the company will be crucial for your role. **Key Responsibilities:** - Sell the best investment products to clients over the phone - Understand and meet customers" long-term investment needs - Provide quick and efficient resolution to customer inquiries - Achieve sales targets mandated by the company **Qualifications Required:** - Proficiency in sales techniques - Knowledge of mutual funds and portfolio management - Experience in Customer Relationship Management (CRM) About the Company: Wishfin is India's premier fin-tech company and the largest digital marketplace for loans in India, responsible for over $600 million in annual disbursal. Recently, Wishfin has launched the Insurance Marketplace and is seeking bright and passionate candidates to join the Sales team.,