1054 Financial Advisory Jobs - Page 13

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue gene...

CONSULTANT/ ASSISTANT MANAGER/ MANAGER/ ASSOCIATE DIRECTOR/ SR. ASSOCIATE DIRECTOR - FINANCIAL CONTROLLER - GURGAON AND MUMBAI Interested candidates kindly get in touch on 8447354794 or share cvs on sanjeet@teaminnovative.net Experience I IFRS, Reporting, preferably banking experience. Candidate should have Oracle Implementation experience Experience in Financial Controllership.

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

About The Role Client Relationship Management: Establish and maintain effective client relationships within the CleanTech, Infrastructure & Emerging Cleantech sector. Work for sourcing opportunities in newer sectors like Rooftop Solar, Biofuels, Water, Waste to Energy, besides traditional Cleantech & Infrastructure sectors. Understand client needs and provide personalized financial solutions. Financial Solutions Development: Devise tailored financial solutions to address clients' banking and financial advisory requirements. Continuously stay informed about industry trends and innovations to offer competitive solutions. Sales Targets Achievement: Achieve individual sales targets while focusin...

Job Description: We are seeking a dynamic and experienced Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions. The ideal candidate will offer tailored advice based on factors such as facial features, age, profession, personality, and individual expectations. Key Responsibilities: - Conduct thorough hair assessments to determine the stage of hair loss. - Educate clients on the causes and solutions for hair loss, providing personalized counseling based on their specific needs. - Understand client expectations, suggest appropriate procedures and products, and use visual aids to communicate achievable results. - Set daily consultation an...

Role & responsibilities 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 fo the mapped book. Create an incremental SIP Book Will beresponsible for achieving the New Business development target by reactivating/activating new clients. Ensure all clients are metregularlys Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are don...

As an Investment Advisor at the company, you will be responsible for providing investment advisory services to clients interested in premium commercial properties. Your role will involve guiding clients in making investments that offer stable rental yields, capital appreciation, and long-term portfolio diversification. **Key Responsibilities:** - Lead and mentor a team of advisors, with a target of up to 10 team members within 6 months - Advise HNI/UHNI clients on leased commercial assets as an alternative investment class - Manage client portfolios, focusing on capital protection and wealth growth - Drive investment pitches, financial discussions, site visits, and relationship management - ...

As a Financial Advisor at Wealth Redefine Financial Services LLP, your role will involve providing financial planning services, offering Mutual Funds advisory, calling leads on a daily basis, developing retirement plans, and giving comprehensive financial advice. You will work closely with clients to create personalized investment strategies and ensure client satisfaction through regular follow-ups and detailed financial assessments of Mutual Funds. Key Responsibilities: - Provide financial planning services - Offer Mutual Funds advisory - Call leads daily - Develop retirement plans - Give comprehensive financial advice - Craft personalized investment strategies - Ensure client satisfaction ...

Role Overview We are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency...

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

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

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

What impact will you make? Every day, your work will make an impact that matters, while you thrive in a dynamic culture of inclusion, collaboration and high performance. As the undisputed leader in professional services, Deloitte is where youll find unrivaled opportunities to succeed and realize your full potential. Deloitte is where youll find unrivaled opportunities to succeed and realize your full potential. The Team Accounting Advisory (Assurance) is about much more than just the numbers. Its about attesting to accomplishments and challenges and helping to assure strong foundations for future aspirations. Deloitte illuminates the what, how, and why of change so youre always ready to act ...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

Present Role Senior Relationship Manager Capital Markets Reporting Managing Director Key Responsibilities Take over qualified leads passed on by the business development or marketing team Conduct discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams Create compelling proposals, manage commercial negotiations, and handle all aspects of deal structuring Drive deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction Work closely with advisory and execution teams to ensure smooth handoff and onboarding Track conversion metrics, maintain CRM hygiene, and provide regular updates to leadership Nurtur...

You will be joining Tradebulls Securities (P) Limited as a Relationship Manager based in Indore. Your main responsibility will be managing and nurturing client relationships. This will involve understanding client needs, providing expert financial advice, promoting company products and services, and ensuring client satisfaction. You will need to interact regularly with clients, sales, and advisory teams. Key Responsibilities: - Manage and nurture client relationships - Understand client needs and provide expert financial advice - Promote company products and services - Ensure client satisfaction - Regular interaction with clients, sales, and advisory teams Qualifications: - Client Relationsh...

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

We are hiring a Sales & Investor Relationship Manager to drive NCD & structured debt sales, build investor networks, manage investor lifecycle, prepare reports, ensure compliance, and achieve fundraising & sales targets. Experienced in accounting Annual bonus

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Bareilly, Kanpur, Lucknow, Varanasi & Prayagraj 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-...

About the company: BDO India LLP is the India member firm of BDO International. We provide strategic, operational, accounting, tax, and regulatory advisory services to both domestic and international clients across diverse industries. With over 300 Partners & Directors and a team of more than 8500 professionals across 12 cities, we take pride in offering client-centric, knowledge-driven solutions that emphasize quality and efficiency. Our partner-led approach ensures tailored advisory, regulatory compliance, and business transformation services aligned with evolving global standards. About the Ethics & Independence Function: The Ethics & Independence (E&I) team plays a pivotal role in safegu...

Dear Candidates, IndusInd Bank is hiring for Regional Investment Head - Pioneer Banking, Mumbai location. Job title: Regional Investment Head - Pioneer Location: Mumbai Reports to: Head Investments - Affluent Banking Role Details Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration. Overall Job Description Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate. Supporting RMs in activating clients under advisory services Maintaining client portfolios, conducting periodic reviews and recommend...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

Advising HNI/ corporate clients on various Mutual Fund and other Financial products New client acquisition Following up with the existing clients on current investments and advising on portfolio Resolution of client queries related to investments Travel allowance