1,025 Investment Advisory jobs in India
Senior Manager, Investment Advisory
Posted today
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We are hiring– Senior Manager Wealth Management (Advisory)
About Guardian
Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
Why work at Guardian? (5 reasons)
We believe our people are our greatest assets.
We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.
The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs.
We believe a person’s time is the most valuable resource they have, since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.
We want to make the greatest difference in the quality of life for the families that have trusted us with their savings.
What is the role?
Senior Manager - Wealth Management(Advisory) : The following are the three pillars that steer senior manager's daily activities, playing a crucial role in our organizational success.
Ideal Candidate: Candidates with Master’s degree in Business Administration (Finance, or related field), CFA or CFP pursuing or NISM Investment Advisory-A & B tests, ideal candidate should have 2 years of relevant experience.
Responsibilities:
Pillar 1: Research
Track the performance of invested funds.
Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Pillar 2 : Financial Planning
Develop financial plans and deliver presentations to clients as needed.
Collaborate with team leaders to gather data.
Maintain and update client data, and revise plans annually or as needed in response to significant changes.
Pillar 3 : Client Service
Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
Conduct purchase cost analyses upon request.
Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
Daily Activities
(est time allocation )
Salary Range:
Freshers: 8 to 10 lac pa ( excluding bonus)
Relevant work experience: 10-12 lac pa ( excluding bonus)
Mode of work: Work from office (5 days a week)
Location: Jubilee Hills, Hyderabad
Bond: Two years
Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!
Interested Candidates can share their resume with
For more information, please visit our websites: , w ww.guardianholdings.in , .
You can also read about us at .
Requirements
Requirements
Financial Planning, Portfolio Analysis, In-depth knowledge of Capital Markets, Client management
Associate VP, Investment Advisory
Posted today
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Position: Associate Vice President – Executive Division
Jubliee Hills | Hyderabad | Work from Office (5 days a week)
Salary Range: ₹15–₹18 LPA (excluding bonus and incentives)
Bond: 2 years
Guardian Capital, awarded "Best Investment Advisory Firm across India" by CNBC-TV18, is seeking a driven and strategic professional to join its Executive Division in a senior leadership capacity.
About the Role:
The Associate Vice President – Executive Division will operate across four key pillars of the business:
Responsibilities:
Pillar 1: Business Growth :
- Develop and implement referrals from clients.
- Expand service offerings and increase AUM from existing clients.
- Build trust and credibility through effective communication.
Pillar 2 : Client Management :
- Cultivate and maintain strong relationships with clients.
- Conduct regular meetings with clients to understand their financial needs, goals, and preferences.
- Address client enquiries and concerns promptly
Pillar 3 : Research:
- Track the performance of invested funds.
- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Pillar 4 : Leadership :
- Manage a team of financial professionals, offering guidance and support.
- Conduct regular team meetings to communicate goals, share updates, and address challenges.
Ideal Candidate Profile:
- Master's degree in Business Administration (Finance or related field preferred)
- CA, CFA candidates are preferred
- Background in Strategy Consulting or Financial Services is highly valued
- Minimum of 2 years of work experience
- Strong leadership, analytical, and client-facing skills
At Guardian Capital, we believe in creating a high-impact environment where talent can thrive. We offer ESOPs, career progression in a growing firm, and a workplace culture that is both engaging and meaningful.
To learn more about us, please visit:
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Skills Required
Client Management, Leadership, Research, business growth
Real Estate Investment Advisory Associate
Posted 4 days ago
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Job Description
Purpose:
Fill top-of-funnel, manage follow-ups, keep CRM perfect. Convert pre-qualified HNIs into funded investors.
Responsibilities:
- Research qualified LPs/month, enrich records, trigger outreach.
- Join first calls, own all follow-ups, tailor decks and performance tables.
- Track LP preference shifts; suggest product tweaks.
KPIs:
- Qualified LPs added
- Reply %
- Follow-up SLA 48 h.
Targets:
- Weekly 20 qualified calls & demos; 40+ follow ups, monthly beat quota by 5 %. Quarterly (Asset Value ≤ INR 50 Crores ),
- Alt. Units: Weekly 20 Retail LPs, 40+ follow ups; Close ≥ 1 property ( Asset Value ≤ INR 10 Crores ),
Minimum Hire Profile:
2-5 yrs sales in Finance / Fintech / Wealth-tech; Excel, HubSpot, LinkedIn Sales-Nav; impeccable writing.
Real Estate Investment Advisory Associate
Posted today
Job Viewed
Job Description
Purpose:
Fill top-of-funnel, manage follow-ups, keep CRM perfect. Convert pre-qualified HNIs into funded investors.
Responsibilities:
- Research qualified LPs/month, enrich records, trigger outreach.
- Join first calls, own all follow-ups, tailor decks and performance tables.
- Track LP preference shifts; suggest product tweaks.
KPIs:
- Qualified LPs added
- Reply %
- Follow-up SLA 48 h.
Targets:
- Weekly 20 qualified calls & demos; 40+ follow ups, monthly beat quota by 5 %. Quarterly (Asset Value ≤ INR 50 Crores ),
- Alt. Units: Weekly 20 Retail LPs, 40+ follow ups; Close ≥ 1 property ( Asset Value ≤ INR 10 Crores ),
Minimum Hire Profile:
2-5 yrs sales in Finance / Fintech / Wealth-tech; Excel, HubSpot, LinkedIn Sales-Nav; impeccable writing.
Real Estate Investment Advisory Associate
Posted 4 days ago
Job Viewed
Job Description
Fill top-of-funnel, manage follow-ups, keep CRM perfect. Convert pre-qualified HNIs into funded investors.
Responsibilities:
Research qualified LPs/month, enrich records, trigger outreach.
Join first calls, own all follow-ups, tailor decks and performance tables.
Track LP preference shifts; suggest product tweaks.
KPIs:
Qualified LPs added
Reply %
Follow-up SLA 48 h.
Targets:
Weekly 20 qualified calls & demos; 40+ follow ups, monthly beat quota by 5 %. Quarterly (Asset Value ≤ INR 50 Crores ),
Alt. Units: Weekly 20 Retail LPs, 40+ follow ups; Close ≥ 1 property ( Asset Value ≤ INR 10 Crores ),
Minimum Hire Profile:
2-5 yrs sales in Finance / Fintech / Wealth-tech; Excel, HubSpot, LinkedIn Sales-Nav; impeccable writing.
Consultant/Senior Consultant-Investment Advisory
Posted today
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Job Description
Role accountabilities:
- Design, build, and maintain dynamic financial models to support business planning, investment analysis, and strategic decision-making.
- Analyse potential business opportunities, including mergers, acquisitions, and strategic investments, using financial modelling techniques to assess feasibility and financial impact.
- Develop forecasting models to predict revenue, costs, profitability, and cash flow trends. Conduct variance analysis to compare actual performance against projections and identify key drivers
- Conduct sensitivity and scenario analysis to evaluate risks and opportunities under different economic conditions, identifying potential financial risks and mitigation strategies.
- Collaborate with finance, strategy, and operations teams to gather accurate data, validate key assumptions, and ensure the reliability of financial models.
- Provide financial insights and recommendations to executive leadership, supporting data-driven strategic decisions and long-term planning.
- Leverage financial modelling software, automation tools, and data visualization techniques to enhance efficiency, accuracy, and accessibility of financial data
- Ensure financial models adhere to industry standards and best practices, maintaining accuracy, transparency, and regulatory compliance.
Desired Knowledge & Experience:
- Two years + business experience, ideally in a consulting environment.
- Strong financial modelling skills, including experience with valuation, scenario analysis, and sensitivity analysis.
- Proficiency in Microsoft Excel (Advanced level) and experience with financial modeling software/tools.
- Excellent analytical and problem-solving skills with attention to detail and accuracy.
- Solid understanding of financial statements, accounting principles, and corporate finance concepts.
- Strong communication and presentation skills to convey complex financial concepts to non-financial stakeholders.
- Experience in a complex, multi-stakeholder environment.
- Bachelor s/Master s degree in Commerce or Finance, preferably with a background in the Engineering or Infrastructure sectors.
Skills Required
Microsoft Excel, Financial Modeling, Data Visualization
Real Estate Investment Advisory Associate
Posted 9 days ago
Job Viewed
Job Description
Purpose:
Fill top-of-funnel, manage follow-ups, keep CRM perfect. Convert pre-qualified HNIs into funded investors.
Responsibilities:
- Research qualified LPs/month, enrich records, trigger outreach.
- Join first calls, own all follow-ups, tailor decks and performance tables.
- Track LP preference shifts; suggest product tweaks.
KPIs:
- Qualified LPs added
- Reply %
- Follow-up SLA 48 h.
Targets:
- Weekly 20 qualified calls & demos; 40+ follow ups, monthly beat quota by 5 %. Quarterly (Asset Value ≤ INR 50 Crores ),
- Alt. Units: Weekly 20 Retail LPs, 40+ follow ups; Close ≥ 1 property ( Asset Value ≤ INR 10 Crores ),
Minimum Hire Profile:
2-5 yrs sales in Finance / Fintech / Wealth-tech; Excel, HubSpot, LinkedIn Sales-Nav; impeccable writing.
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Hiring Sales Executive For Leading Investment Advisory
Posted today
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ABOUT JOB OPPORTUNITY:
We are looking for a talented Sales Wealth Counselor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a counselor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business.
KEY ROLES AND RESPONSIBILITIES
- Prospect and qualify new sales leads
- Sell the company's products by identifying and educating leads through calls with counseling with the right products and services.
- Provide potential and existing customers with exceptional support
- Track all sales activities in company CRM system and keep updating account information regularly
- Contribute to team effort by accomplishing related results as needed
- Achieve agreed upon individual and team sales targets and outcomes within schedule
PERSON SPECIFICATION KNOWLEDGE & SKILLS
- 6 months to 3 Years of BPO sales Experience is Mandatory.
- Excellent English-speaking skills
- Comfortable in online sales
- Creative thinking skills
- Patience and ability to engage customers
- Good persuasive ability
- Ability to handle rejection and stress in soliciting customers
- Working knowledge of relevant computer software
- Excellent interpersonal and problem-solving skills
Skills Required
Lead Generation, crm software, Market Research, Negotiation Skills, Sales Strategy, Client Acquisition, Financial Analysis, Presentation Skills
Financial Planning Consultant
Posted 4 days ago
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Job Description
Responsibilities
- Identify partnership opportunities
- Develop new relationships in an effort to grow business and help company expand
- Maintain existing business
- Think critically when planning to assure project success
- Bachelor's degree or equivalent experience
- 3 - 4 years' prior industry related business development experience
- Strong communication and interpersonal skills
- Proven knowledge and execution of successful development strategies
- Focused and goal-oriented
Financial Planning Analyst
Posted 4 days ago
Job Viewed
Job Description
- Develop and maintain detailed financial models for budgeting and forecasting.
- Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
- Analyze financial performance against budgets, forecasts, and prior periods.
- Identify trends, risks, and opportunities to improve financial outcomes.
- Partner with cross-functional teams (Sales, Operations, HR) to gather inputs and provide insights.
- Support month-end and year-end close processes with relevant reporting and reconciliations.
- Assist with board reporting, KPI dashboards, and scenario analysis.
- Implement process improvements to increase efficiency in financial planning and analysis.