1054 Financial Advisory Jobs - Page 11

Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity f...

Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity f...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Surat, Baroda, Ahmedabad & Indore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Year...

Hiring: Sr Manager / Chief Manager / AVP Wealth Management Locations: Delhi (Connaught Place, Bhikaji), Noida/Gurgaon, Bangalore, Chennai, Hyderabad, Mumbai, Kolkata, Pune Budget: 15–20 LPA Key Responsibilities: Develop and provide client solutions based on individual requirements Conduct regular follow-ups with leads and share updates/news articles Expand client base through new clients and referrals, building AUM Initiate timely portfolio reviews for existing investors Upsell and cross-sell products, keeping clients updated on market trends Share research papers, scheme updates, and other relevant information with clients Conduct marketing activities in coordination with regional and produ...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Purpose: Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions. Manage client investment portfolios, provide market updates, and offer expert recommendations. Key Responsibilities: Client Acquisition & Relationship Management: Identify and acquire new institutional clients. Maintain regular contact with clients through calls and meetings. Promote multiple products/services to clients, increasing revenue and wallet share. Portfolio Management: Monitor client portfolios and provide tailored recommendations. Share updates on financial products and market trends. Revenue Generation: Drive sales by leveraging client relationships and promoti...

Company: Credflow (NBFC) Location: Noida Sec-3 Employment Type: Full-time About Credflow Credflow is a fast-growing Non-Banking Financial Company (NBFC) enabling businesses with smarter financial solutions. We bridge the gap between traditional banking and modern fintech by offering innovative credit, lending, and working capital products. With a strong focus on partnerships and trust, we empower SMEs and enterprises to unlock growth. About the Role We are looking for a Partnerships & Alliances Manager to strengthen Credflow partner ecosystem by onboarding Chartered Accountants (CAs), Company Secretaries (CSs), Bankers, and Independent Financial Advisors (IFAs) . This role is critical in bui...

Company Vision StockGro is India's leading stock market education platform with a community of over 2.5 crore market enthusiasts. StockGro equips users with trading and investing knowledge to succeed in the stock market. Whether user is a beginner or a seasoned trader, he can learn strategies from top investment managers, practice with platform currency, and study portfolios of experts & peers. By combining experiential learning with guidance from SEBl-registered experts, StockGro has become the go-to platform for trading & investing education . About StockGro Founded in January 2020 by former venture capitalist Ajay Lakhotia, we're well-funded. We are backed by some of the respected investo...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Janardan Farms and Resorts is seeking a highly strategic Executive Director to spearhead our sales, operations & real estate division and drive the success of our premium, income-generating portfolio. Required Candidate profile Educational Foundation: Minimum of a Graduate Degree in an appropriate field. Experience Track Record: Minimum of 15 years of domestic experience in a relevant field Perks and benefits Flexible independent decision making

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales & Equity Dealer Locations - Bangalore, Chennai, Trichy ctc - Sales 2.5 to 4.5 lacs, exp 1 to 5 years ctc - Equity Dealer 2.5 to 4.5 lpa, exp 1 to 5 years Required Candidate profile for Sales/Sr sales -Managing portfolio of clients and mutual fund sales for equity dealer- book orders on behalf of clients & cross selling Contact Anitha on 9869504403 or Email qrn.anitha@gmail.com

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Job description We are looking for Manager for a financial advisory MNC for Delhi. Transaction Delivery and Project Management Deliver high quality work under guidance of the respective team lead, in following areas in order to meet project requirements and at the same time, ensuring timeliness, accuracy and completeness of the deliverables: Co-ordinate with the transaction teams to support on-ground development of a project. This would include close interaction with the working level team members of the client and other stakeholders in the project like off-takers, lenders, etc. Develop understanding of the commercial and contractual implications under various contracts, specifically for Pro...

Job Description You will be joining Find My Investor as a Debt Restructuring Consultant in New Delhi. Your role will involve managing and restructuring clients" debt portfolios, negotiating debt settlements, and providing financial advice. You will work closely with Banks, NBFCs, and other stakeholders to analyze financial situations, develop debt management plans, and maintain clear communication throughout the process. Key Responsibilities - Manage and restructure clients" debt portfolios - Negotiate debt settlements with lenders - Coordinate with Banks, NBFCs, and other financial institutions - Analyze financial situations and develop debt management plans - Maintain clear communication w...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives