6 Investment Guidance Jobs

Company Description At NorthBrick, we focus on building trust and delivering value through real estate. Since 2019, we have been advising homeowners, investors, and institutions across India and beyond on high-value residential and commercial transactions. Our work has been recognized with awards such as Accelerator of the Year and Legends of Excellence by Godrej Properties. Backed by RERA certification, 500+ successful transactions, and a 0% brokerage model, we are trusted for our integrity and results. We specialize in luxury homes, premium commercial spaces, and end-to-end investment guidance for NRIs & HNIs. Role Description This is a full-time on-site role for a Real Estate Specialist l...

As an Accountant, your role will involve recording all transactions accurately and reconciling accounts. You will also be responsible for preparing balance sheets, income statements, and other financial reports to provide insights into the company's financial health. Additionally, you will need to perform cost and general ledger analysis, identify financial discrepancies, and complete tax audits to ensure compliance with regulations. - Manage budgets, cash flows, and guide investments, mergers, and acquisitions - Create and implement new accounting systems to streamline financial processes - Provide valuable financial advice to the management team on strategic decision-making Qualifications ...

Role Overview: As a Relationship Manager in the company, your primary responsibility is to develop and maintain strong client relationships. You will be tasked with understanding your clients" financial goals and providing appropriate investment guidance. You will assist clients in opening and managing Demat accounts, handling transactions, and ensuring the smooth execution of trades. It is crucial to stay updated on stock market developments and effectively communicate relevant insights to clients. Furthermore, resolving client queries and ensuring high levels of client satisfaction and retention are also key aspects of your role. Key Responsibilities: - Develop and maintain strong client r...

As a Mutual Fund Advisor, you will be joining a dynamic financial advisory team. Your primary responsibility will be to provide expert investment guidance to clients. This involves assessing their financial objectives, recommending suitable mutual fund products and portfolio strategies, and monitoring market trends to advise on investment opportunities. Building and maintaining long-term client relationships through regular portfolio reviews and ensuring compliance with regulatory standards and company policies will be crucial. Additionally, you will educate clients on different types of mutual funds and prepare detailed investment proposals and reports. Staying updated with the latest devel...

Role Overview: As a Wealth Management Advisor, your main responsibility will be to provide professional wealth management services to high net worth individuals and families. You will assist clients in creating and implementing personalized investment strategies and financial plans to help them achieve their long-term financial goals. To succeed in this role, you must have a strong understanding of finance, excellent communication skills, and a commitment to delivering exceptional customer service. Key Responsibilities: - Conduct thorough consultations with clients to understand their financial situation, investment goals, and risk tolerance levels. - Analyze clients" financial needs and dev...

As a Sr Sales Executive at Brickfolio Pvt. Ltd., a full-service real estate consultancy firm based in Pune, Maharashtra, specializing in commercial and residential real estate, property management, and corporate relocation, you will play a crucial role in generating and converting leads to drive sales success. Your primary responsibilities will include building and maintaining client relationships, collaborating with the marketing team to devise effective sales strategies, and ensuring client satisfaction through efficient deal closures. Your day-to-day tasks will involve conducting property tours, negotiating deals, and following up with clients post-sales to address any concerns and mainta...