Investment Advisor / Investment Counsellor WOW Softech

7.0 - 12.0 years

22 - 37 Lacs

bengaluru

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Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Posted 1 month ago

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Equity Strategy Analyst- Sell side Evalueserve

3.0 - 8.0 years

20 - 35 Lacs

Mumbai

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Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-theart technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. Our team of over 4,500 talented professionals operates in countries such as India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets like Colombia, the Middle East, and the rest of Asia-Paci...

Posted 3 months ago

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Portfolio Strategist / Portfolio Specialist WOW Softech

7.0 - 12.0 years

22 - 37 Lacs

Bengaluru, Mumbai (All Areas)

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Posted 3 months ago

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