389 Financial Advisory Jobs - Page 15

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality. Why Join Us? Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture. If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights.

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality. Why Join Us? Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture. If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights.

We are seeking experienced paraplanners to support our financial planning consultants in Ireland. The role involves producing high-quality recommendation reports and providing administrative and research support to ensure excellent service for our individual clients. Key Responsibilities: Prepare and review financial recommendation reports based on fact finds provided by the advisors. Support the ongoing review and servicing needs of individual clients. Conduct research on investment, pension, ARF, and protection products aligned with Irish market standards. Keep insurance provider terms and fund data up to date. Maintain and manage report templates for client recommendations. Respond to client-related queries efficiently and professionally (through consultants). Work closely with the advisors, maintaining strong communication and collaboration. Assist in preparing and delivering member advice projects as needed. Develop resources on current financial planning topics for use by advisors. Requirements: Prior experience in paraplanning or financial services. Strong knowledge of financial products (life insurance, pensions, investments). Excellent written and verbal English communication skills with strong attention to detail. Proficiency with financial planning tools, report writing, and MS Office. Ability to manage tasks independently and meet deadlines. Willingness to work during UK/Irish business hours (1:30 pm to 9:30 pm IST) Role & responsibilities

Job description Interested candidates can mail their updated resumes to manasi.s@sbicapsec.com WhatsApp Only: 7736562628 Designation: Equity Dealer Location: Chennai. Coimbatore, Trichy Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10 AM to 12 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role & responsibilities • Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of clients

We are looking for a skilled Senior Consultant with 8-12 years of experience to join our team in the Public Service sub-industry, specifically in Social Services. The ideal candidate will have a strong background in strategy consulting and digital transformation projects. ### Roles and Responsibility Lead project/workstreams on strategy design, target operating model, go-to-market strategy, investment strategy, feasibility studies, and more. Conduct market research and analyze non-public information through unstructured data sources. Develop innovative solutions to complex problems using analytical and problem-solving skills. Collaborate with stakeholders to drive adoption of new technologies and manage change management initiatives. Coordinate and accomplish multiple projects, including planning, scoping requirements, assisting with data collection, and disseminating research results. Demonstrate excellent project execution skills, including management, problem-solving, and facilitation. Engage with customers to identify, build, and develop new opportunities to propel the team. Adhere to all process compliance and provide timely reporting of facts & figures. ### Job Requirements Master’s degree from a recognized university, ideally from Tier 1 and Tier 2 colleges. Strong analytical and problem-solving skills, with a focus on data-driven decision-making. Excellent communication skills, both verbal and written. Ability to work independently and take on significant responsibility. Experience working with senior leadership and managing complex, cross-functional projects. Strategic mindset with the ability to manage complex, cross-functional projects. Good business sense and logical reasoning to conceptualize research storyboards along with strong PowerPoint and Excel skills. Self-starter, proactive, comfortable working independently and taking on significant responsibility. Experienced in presenting findings clearly in reports and other deliverables to clients. Prior consulting experience from a tier 1 organization and preferably worked with MENA Clients. A strategic mindset to shape innovative, fact-based strategies & operating models. Issue-based problem-solving to decode & solve complex & unstructured business questions. Business acumen to drive actionable outcomes for clients with the latest industry trends, innovations & disruptions, metrics & value drivers. Strategy consulting experience in Operating Model Strategy, Business & Financial Model Development, digital strategy, digital transformation, process design/ process re-engineering, pricing strategy, go-to-market strategy, investment strategy, and performance management framework. Demonstrating good business sense and logical reasoning and should be able to conceptualize research storyboard along with strong PowerPoint and Excel skills. Ability to communicate effectively, both verbally and written. Self-starter, proactive, comfortable working independently and taking on significant responsibility. Experienced in presenting findings clearly in reports and other deliverables to clients. Strong strategic mindset with the ability to manage complex, cross-functional projects. Strong analytical and problem-solving skills, with a focus on data-driven decision-making.

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com

Greeting from HDFC Bank!! We have urgent opportunity of PB Teller Authorizer - RBB across Hinjewadi area Pune. Note: Candidates having 5+ years experience in Banking need to apply. Job Name - PB Teller Authorizer - Retail Branch Banking Job Title : (Job Name) PB Teller Authorizer Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Purpose Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio Job Responsibilities(JR) : Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank. Educational Qualifications

We are looking for a Wealth Manager who's done the traditional game but is now ready to break it. Someone who knows how to build real client relationships, not just portfolios. Recommend whats right, not what pays. You won’t be chasing something. Performance bonus

Min. 1 year exp. required in- (Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity) Package upto 7 LPA *Commerce graduate ONLY* US Shift Walk in only Contact@ 7289094130 / yashika.imaginator@gmail.com Required Candidate profile Excellent communication skills are mandate

CA with 10–12 yrs in Business Finance, ideally from Mobile/Retail. Expertise in budgeting, FP&A, audits, SOPs, P&L, partner management, SAP & Excel. Strong in leadership, negotiation, communication, multitasking, & delivering results under pressure.

Roles and Responsibilities -Equity Dealing plus third party product sales Desired Candidate Profile - NISM 8 is mandatory Perks and Benefits - Depends on the interview.its Open

Job Title: Investment Advisor Qualifications: Experience: Fresher Qualification: Any Graduates Excellent communication and interpersonal skills Location: Chennai Teynampet Shift timings: 9:30 AM to 6:30 PM Contact: Josephine HR - 9962430186

Interested Candidates may connect with their Interest Level to Ms.Zoya Shamsi +91-7965081728 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. JOB TITLE: Sales Wealth Counselor EXPERIENCE: Min. 06 Months of experience in Sales TOTAL CTC: INR 3.50 LPA (In Hand) Plus VARIABLE 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 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 Best of Luck!

Profile Specification: Excellent communication skills are mandate Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon *Commerce graduate ONLY* Walk in only POC-8448221967 (Tisha)

Designation - Manager/ Sr Manager- Wealth Management As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 7 Lpa- 15 lpa Location- Delhi/NCR, Gurgaon, Noida Interested Candidate can mail resume to sonam.Singh@bajajcapital.com

We are seeking a dynamic and experienced Wealth Manager to join our Wealth Growth Strategies Division. This role involves managing client portfolios, offering expert financial advice, and building strong long-term relationships. Perks and benefits Performance Bonus and Commission Pay

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal regulatory requirements when dealing with others and/or performing work activities. Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-ups. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation. Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred) Candidate should be comfortable working in night shifts. Excellent communication skills are mandate. Basic understanding of MS power point, MS Excel and MS Word. Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage. Ability to meet strict timelines per the agreed SLAs for advisor practices. Perks and benefits Hybrid Work Model (2days work from home/3 days work from office) Both side cabs Fixed Night Shifts For more details, please contact Anjali at 7669411991 or anjali@expertstaffingsolutions.in

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organizations research and advisory suggestions to the clients being generated from time to time. Submission of periodic MIS reports as per requirements of the business. Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning 4. Customer Satisfaction. We are currently looking for candidates who can join us with an existing client base.