Investment Advisor Jobs in Sāngli
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Search Results - Investment Advisor Jobs in Sāngli
Angel and GenieSāngli
About the Company
We are looking for a motivated Investment Advisor to join our sales team. The role involves client acquisition by engaging prospective investors, understanding their financial needs, and guiding them through the firm's investment...
Everguard Life Ventures Pvt. Ltd.Sāngli
are looking for a high-energy 𝐂𝐥𝐢𝐞𝐧𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐏𝐚𝐫𝐭𝐧𝐞𝐫 to own the end-to-end client journey.
𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐲𝐨𝐮𝐫 "𝐋𝐞𝐯𝐞𝐥 𝐔𝐩" 𝐫𝐨𝐥𝐞:
• 𝐙𝐞𝐫𝐨 𝐒𝐚𝐥𝐞𝐬 𝐓𝐚𝐫𝐠𝐞𝐭𝐬: No cold-calling and no traditional sales...
Tata AIA LifeSāngli
financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25...
reevana groupSāngli
toward the right investment solutions. This is not a typical telecalling role — you will be a trusted financial advisor who educates clients on mutual funds, trading, and wealth management strategies.
Key Responsibilities
Connect with potential...
Everguard Life Ventures Pvt. Ltd.Sāngli
Our team members often feel "years ahead" within months due to our high-intensity mentorship and direct access to leadership.
• : Success in this role leads directly into the Relationship Manager and Client Advisory track.
• :
• : From seamless...
reevana groupSāngli
toward the right investment solutions. This is not a typical telecalling role — you will be a trusted financial advisor who educates clients on mutual funds, trading, and wealth management strategies.
Key ResponsibilitiesConnect with potential...
FinChikitsakSāngli
Management
• Knowledge of Financial Planning, Investment Advisory, and Mutual Funds
• Excellent Communication, Interpersonal, and Negotiation skills
• Strong Analytical and Research skills to assess market trends and client requirements
• Proficiency...
reevana groupSāngli
the right investment solutions. This is not a typical telecalling role - you will be a trusted financial advisor who educates clients on mutual funds, trading, and wealth management strategies.
Key Responsibilities
• Connect with potential and existing...
H H Chimthanawala & Co., Chartered AccountantsSāngli
and selective capital markets advisory, and investment analysis.
The partners bring complementary experience across internal audits and controls effectively leading to support for promoter and CFO decision-making alongside capital raising and FDD support...
OmniActive Health TechnologiesSāngli
options to advise CFO on most effective options available in the market
• Provide strategic financial advice on raising funds for CAPEX intensive growth drivers to ensure funds are available at the right time and rate for investments
• Consolidate relevant...
H H Chimthanawala & Co., Chartered AccountantsSāngli
and selective capital markets advisory, and investment analysis.
The partners bring complementary experience across internal audits and controls effectively leading to support for promoter and CFO decision-making alongside capital raising and FDD support...
Beep AppSāngli
Supporting FEMA, FDI, RBI filings and compliance requirements
• Coordinating with investors, legal advisors, CS, and consultants
• Handling PF, ESIC, PT, TDS, GST and other statutory compliances
• Assisting in payroll processing and compliance reporting...
H H Chimthanawala & Co., Chartered AccountantsSāngli
and selective capital markets advisory, and investment analysis.The partners bring complementary experience across internal audits and controls effectively leading to support for promoter and CFO decision-making alongside capital raising and FDD support...
Fact PersonnelSāngli
and institutional investor participation
This is a strategic finance leadership role, not a compliance-driven position. The CFO will act as a capital architect, growth strategist, and trusted advisor to the Board
Board Expectations
The incoming CFO will
1. ..
Bhuta Shah & Co LLP | Chartered AccountantsSāngli
Monitor covenant compliance and post-funding reporting requirements
• Support valuation discussions and investment structuring
• Coordinate with legal, compliance, and external advisors during transactions
• Track market trends and funding opportunities...
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