Investment Advisor Jobs in Pune
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Search Results - Investment Advisor Jobs in Pune
Tata AIA Life-Pune-
for providing financial guidance and advice to clients on investment and insurance opportunities. The Life Insurance Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided.
On conversion, average...
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RevenUmf.com - Sukhmal Mutual Fund Distributors Pvt Ltd-Pune-
distribution business
• First-client onboarding support and guided selling assistance
• Integrated CRM for managing clients, follow-ups, and pipeline
• Tools to create, track, and showcase custom investment baskets
• Risk profiling and goal-based advisory...
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Prosperentia Investment Advisors LLP-Pune-
Company Description
Prosperentia Investment Advisors LLP is a trusted provider of comprehensive wealth management solutions dedicated to helping clients achieve their financial goals. The firm specializes in tailoring investment strategies...
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Moneyfrog Financial Services Pvt. Ltd.-Pune-
involves developing and maintaining strong client relationships, providing financial advisory services, creating customized investment plans, and managing client portfolios. Responsibilities also include identifying new business opportunities, cross-selling...
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STS-Pune-
and client advisory services.
This is a high-impact position requiring strong financial expertise, analytical capability, and the ability to communicate insights effectively to clients and senior stakeholders.
Key Responsibilities
Financial & Investment...
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Moneyfrog Financial Services Pvt. Ltd.-Pune-
involves developing and maintaining strong client relationships, providing financial advisory services, creating customized investment plans, and managing client portfolios. Responsibilities also include identifying new business opportunities, cross-selling...
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Covenant HR-Pune-
to safety, and strong investment in employee growth and development.
Job Title - Power Platform Architect
Location - Remote (Offshore – LATAM, India, or Philippines) with partial overlap in US working hours
Role Type - Contract (6 months, part-time ~20...
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FNZ-Pune-
Role Description:
At FNZ, our purpose is to make wealth management more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Architecture Office, we work to protect the platforms that support investment...
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H H Chimthanawala & Co., Chartered Accountants-Pune-
process controls, transaction support and selective capital markets advisory, and investment analysis.
Location: Turbhe, Navi Mumbai, Maharashtra (On-site)
Job Type: Full-time Articleship
Eligibility Criteria:
• CA Inter – Both Groups Cleared (IPCC...
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Outris-Pune-
India/UK BFSI and fintech ecosystems.
• Develop relationships with risk, compliance, and fraud leaders - acting as a trusted advisor.
• Partner with Product/Tech to translate client pain points into feature needs and influence roadmap.
• Represent Outris...
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iPivot-Pune-
Head of Salesforce Engineering
Location: Kharadi, Pune
Experience: 15+ years overall | 10+ years Salesforce ecosystem
Domain: US-based / Global Investment Banking & Financial Services
Role Summary
We are seeking an experienced Head...
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Legal Experts AI-Pune-
review, zoning and land use analysis, environmental assessments, and lease abstracting.
• Structure and document real estate finance transactions, including mortgage loans, construction loans, mezzanine financing, and refinancing deals.
• Advise on land...
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H H Chimthanawala & Co., Chartered Accountants-Pune-jmmst.com-
process controls, transaction support and selective capital markets advisory, and investment analysis.Location:Turbhe, Navi Mumbai, Maharashtra (On-site)Job Type:Full-time ArticleshipEligibility Criteria: CA Inter – Both Groups Cleared (IPCC/Intermediate...
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Top Global Investment Bank-Pune-jmmst.com-
AVP – Employee Relations Case Management Specialist Location - Gurgaon & Pune Shifts - UK ShiftsWe are hiring for anAVP – Employee Relations (ER) Case Management Specialistwith aTop Global Investment Bank . This role focuses on managing complex...
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Agilysis-Pune-jmmst.com-
Agilysis is a U.S. based IT consulting firm providing advisory assistance, managed services, and staffing support exclusively in Workday. With our Workday Sales Referral Partner status, we can bring a steady flow of Workday projects into our...
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