78 Cfp Jobs

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Interested candidates can share CV to vinith.yadav@branch.sharekehan.com or Whatsapp-7338112258

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Responsibilities: * Provide investment advice to clients * Manage client portfolios * Conduct investment analysis * Implement portfolio strategies * Ensure compliance with regulatory standards Sales incentives

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery

Company Overview One Centurion Pvt Ltd (The 1% Club) The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every recommendation we provide is unbiased, transparent, and always in the clients best interest. As a Non-Individual RIA, we operate as a professional advisory firm rather than as a single adviser. This allows us to bring together a team of qualified financial planners, researchers, and compliance professionals who collectively deliver the role of a Personal CFO for our clients. At the 1% Club, our mission is simple: To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions. To deliver conflict-free advice backed by deep research, strong governance, and robust processes. To empower individuals with clarity and confidence in every financial decision they make. With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework. Job Responsibilities Manage end-to-end client relationships by adhering to the financial planning process and embodying the company&aposs core values. Conduct engaging and value-driven conversations with clients on a daily basis, focusing on understanding their needs and goals. Assist clients in achieving their financial aspirations by identifying challenges, collaborating on solutions, and implementing and monitoring strategies. Act as a mentor, advisor, and friend to clients, providing support and guidance throughout their wealth creation journey. Oversee investment portfolios and align them with clients' financial objectives through meticulous planning and execution. Serve as an advisor rather than a salesperson, prioritizing client well-being over revenue targets. Product knowledge in Mutual Funds, Stocks, FD, Bonds, Reits etc. Desired Skills & Qualifications Graduate in Commerce / Finance or related field. NISM XA and XB certifications CFA/CFP (preferred) CFP any 2 module cleared can also apply CFA level 1 and 2 can also apply Strong communication skills to effectively engage with clients and convey complex financial concepts. Experience or knowledge in investment advisory, wealth management, financial planning, and mutual funds. A passion for financial advising and a genuine desire to make a positive impact on clients' lives. Life at the 1% Club: Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01), company culture is cantered around creativity, innovation, and teamwork, and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development. And if that&aposs not enough, we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of what&aposs possible. So if you&aposre a social media savvy personal finance enthusiast looking for a cool place to work, join our team and be part of our mission to educate and empower India to take control of their finances. Don&apost miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal. Apply now to join our team! Skills: communication,investment advisory,mutual funds,investment,financial planning,finance,wealth management,financial services,cfa,cfp,nism xa,nism xb Show more Show less

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

This is a full-time on-site role for an Investment Advisor at Organo Mart in Noida. As an Investment Advisor, you will be responsible for financial planning, providing investment strategies, managing finances, and delivering exceptional customer service. Your role will involve utilizing your skills in financial planning and investment strategies to assist clients in achieving their financial goals. You should possess experience in investments and finance, along with strong customer service skills to build and maintain client relationships effectively. To excel in this role, you must have excellent analytical and decision-making abilities to make informed recommendations to clients. A bachelor's degree in Finance, Economics, or a related field is required to ensure a strong foundation in financial principles. Professional certifications such as CFA or CFP are considered advantageous and will be a plus in enhancing your credibility and expertise in the field. If you are passionate about finance, possess the necessary qualifications and skills, and thrive in a client-facing role where you can make a meaningful impact on individuals" financial well-being, this opportunity as an Investment Advisor at Organo Mart in Noida is ideal for you. Join our team and contribute to helping clients achieve their financial aspirations.,

The role of Assistant Manager, Financial Control in the Finance department at Gurgaon, India, reporting to the Manager, Finance, offers a unique opportunity to contribute to a team that has been instrumental in helping clients build better financial futures for over 50 years. The financial control team, consisting of approximately 25 qualified accountants based in various locations, is responsible for critical tasks such as month-end closing, board reporting, CFO reporting, and regulatory reporting on a global scale. In addition, the team plays a key role in providing management information, monitoring risks & controls, and ensuring compliance with financial regulations. As the Assistant Manager, Financial Control, you will have the chance to gain a comprehensive understanding of capital & liquidity reporting functions across different regions, while also ensuring compliance with regulatory requirements. Collaborating closely with the Bermuda based Shareholder Services team, you will play a crucial role in supporting capital control reporting processes efficiently and effectively. Building strong relationships with various stakeholders, you will contribute to meeting accounting and reporting requirements, as well as developing a deep understanding of capital reporting & shareholder processes. Key responsibilities of this role include: - Preparation of Bermuda Monetary Authority (BMA) Pillar 1 return in accordance with Basel rules II monthly - Collation of data for Cash & Capital templates for quarterly challenge calls with regional controllers - Maintaining Capital Change Request Tracker and facilitating final approval requests - Bi-annual preparation of Pillar 2 & Pillar 3 data based on BMA return - Preparation of ALCO deck along with commentary of changes quarter on quarter - Maintaining cash tracking of share offers and status reporting to Shareholder Services and HR - Provision of financial reporting to the financial controllers - Preparation and review of standard reporting packages for various management teams and company secretarial teams - Supporting ad hoc data and analysis requests The ideal candidate for this role should be a qualified chartered accountant with 4 to 5 years of working experience, advanced skills in Microsoft Excel and data analytics, and knowledge of CFP. Proficiency in PowerBI and Alteryx is essential. Strong analytical skills, attention to detail, excellent communication skills, and the ability to work effectively in a global team model are also desirable qualities. In return for your contributions, we offer a comprehensive benefits package, prioritizing your wellbeing and professional development. We are committed to fostering a flexible work environment that supports a healthy work-life balance. Join us in our mission to make a positive impact and build a rewarding future together. Learn more about our work culture and career opportunities at careers.fidelityinternational.com.,

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Excellent knowledge of Ms– Office, Good Communication Skills in English Delivering an excellent standard of Client Service Assisting the Business/Team as & when required, with administrative task

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: Build and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.

Job Requirements Job Description: Partner - First Private at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, IDFC FIRST Bank is a great place to build a successful career. Job Title: Partner - First Private Job Type: Full-Time Job Category: Others Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Chennai, Tamil Nadu, India Additional Parameters Minimum 5 years of experience in wealth management or private banking Strong knowledge of financial products and services Excellent communication and interpersonal skills Ability to build and maintain relationships with high net worth individuals Proven track record of meeting sales targets and achieving business goals Knowledge of local market and competition Bachelor&aposs degree in Finance, Business Administration, or related field Relevant certifications (e.g. CFP, CWM) will be an added advantage Job Summary We are seeking a highly motivated and experienced individual to join our team as a Partner - First Private at IDFC FIRST Bank. As a Partner, you will be responsible for managing and growing our private banking business in Chennai, Tamil Nadu. You will work closely with the Wealth Management and Sales teams to identify and acquire high net worth clients and provide them with customized financial solutions. Key Responsibilities Develop and implement strategies to attract and retain high net worth clients Build and maintain relationships with existing and potential clients Understand clients' financial needs and provide them with personalized solutions Cross-sell various financial products and services offered by the bank Meet sales targets and achieve business goals Stay updated with market trends and competition to identify new business opportunities Collaborate with internal teams to ensure seamless delivery of services to clients Maintain accurate records of client interactions and transactions Comply with all regulatory and compliance guidelines Qualifications Minimum 5 years of experience in wealth management or private banking Bachelor&aposs degree in Finance, Business Administration, or related field Relevant certifications (e.g. CFP, CWM) will be an added advantage Strong knowledge of financial products and services Excellent communication and interpersonal skills Ability to build and maintain relationships with high net worth individuals Proven track record of meeting sales targets and achieving business goals Knowledge of local market and competition If you are a self-driven and result-oriented individual with a passion for wealth management and private banking, we would love to hear from you. Join us at IDFC FIRST Bank and take your career to new heights. Show more Show less

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

As a Vice President in the Executive Division at Guardian Capital, you will play a pivotal role in driving the success of our organization through various key responsibilities. We are an Elite Wealth and Asset Management firm recognized as the best investment advisory firm in India. At Guardian, we offer a wide range of services tailored to meet the unique needs of our clients, including Wealth Management, Financial Planning, and Taxation services. Joining our team means becoming part of a company that values integrity, passion, and a commitment to excellence. We are in a phase of growth, providing ample opportunities for individuals who are driven to succeed. Additionally, we offer ESOPs to our employees, recognizing their contributions to our shared success. We believe that our employees are our most valuable assets and strive to create a work environment that is both enjoyable and fulfilling. We are dedicated to making a positive impact on the lives of the families who trust us with their financial well-being. The ideal candidate for the Vice President position holds a Master's degree in Business Administration with a focus on Finance or a related field. Candidates with experience in Strategy Consulting or a minimum of 3 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B certifications, are preferred. As the Vice President in the Executive Division, your responsibilities will revolve around four key pillars that drive our daily activities: 1. Business Growth: Develop and execute strategies to generate referrals from clients, expand service offerings, and increase AUM from existing clients. Establish trust and credibility through effective communication. 2. Client Management: Foster strong relationships with clients, conduct regular meetings to understand their financial needs and preferences, and address inquiries promptly. 3. Research: Monitor the performance of invested funds, participate in fund manager calls to align internal research with market opinions, and understand the investment framework. 4. Leadership: Lead a team of financial professionals, provide guidance and support, and conduct regular meetings to communicate goals, share updates, and address challenges. In addition to your core responsibilities, you will be expected to allocate your time efficiently and effectively to meet the demands of the role. The salary range for this position is 12 - 18 lac per annum (excluding bonuses and incentives), with a work mode of office-based (5 days a week) in Jubilee Hills, Hyderabad. A commitment of 2 years is required. If you are a motivated individual seeking a rewarding career in the financial services industry and are passionate about helping clients achieve their financial goals, we invite you to join Guardian Capital. Interested candidates can share their resumes with hr@gcia.in. For more information about our firm, please visit our websites: www.gcia.in, www.guardianholdings.in, and http://www.guardianassetmanagement.in/. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,