1054 Financial Advisory Jobs - Page 19

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role Relationship Associates interact with clients to understand their fina...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala 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. En...

As a Relationship Manager at Boutique Private Wealth Advisory in Gurgaon, India, your primary responsibility will be to acquire new clients and nurture strong relationships with existing clients in the NCR and Chandigarh regions. You will be tasked with assessing the financial needs of clients and developing personalized investment strategies to help them achieve their goals. Regular portfolio reviews and updates to clients will also be part of your role. In this position, you will have the opportunity to travel frequently to Chandigarh for client meetings and business development activities, with all reasonable travel expenses being reimbursed. To excel in this role, you should hold a Bache...

As a Relationship Manager at our Boutique Private Wealth Advisory firm specializing in UHNW and HNW clients, located in Gurgaon, India, your primary responsibility will be to acquire new clients while nurturing strong relationships with existing ones in the NCR and Chandigarh regions. You will be tasked with assessing clients" financial needs and developing customized investment strategies tailored to their specific requirements. Regular portfolio reviews and client updates are essential aspects of this role, requiring frequent travel to Chandigarh for client meetings and business development, with all reasonable travel expenses reimbursed. To excel in this position, you should possess a Bac...

We are seeking a fresh, energetic, and well-spoken individual with excellent communication skills to join our financial advisory team. In this role, you will handle inbound calls from clients seeking financial guidance and expert advice. Your primary focus will be to provide accurate and unbiased financial advice in a clear and understandable manner, without the need for cold calling or sales targets. Your responsibilities will include handling inbound calls, offering financial guidance, explaining complex financial concepts, staying informed about market trends, ensuring client satisfaction, and maintaining call records. It is essential to possess excellent communication skills, be multilin...

Key Responsibilities Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly. Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons. Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team. Communicate regularly with clients to provide updates, performance reviews, and strategic advice. Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions. Maintain strong relationships with c...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Chennai,Hubli & Krishnagiri ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

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 ...

As a Mutual Fund Sales Associate at MoneyMasterz, you will be responsible for selling mutual funds, fostering client relationships, and delivering financial advisory services to assist clients in reaching their investment objectives. This full-time position, based in Noida, is ideal for an MBA fresher who possesses a strong sales acumen and a keen understanding of mutual funds and financial markets. Your role will involve engaging in daily activities centered around promoting mutual fund products, establishing and nurturing client connections, and offering personalized financial guidance to support clients in achieving their financial aspirations. Your ability to effectively communicate, neg...

As an investment and financial planning firm with over 25 years of combined experience in asset management, investment, and wealth management, Swaraj FinPro is dedicated to providing expert financial advice and personalized investment strategies to help clients achieve their financial goals. Grounded in extensive industry knowledge and a deep understanding of market dynamics, Swaraj FinPro delivers high-quality financial services to its clients. We are currently seeking a full-time, on-site Mutual Fund Sales Manager for our location in Jabalpur. The ideal candidate will be responsible for developing and executing sales strategies to promote mutual fund products, identifying potential clients...

The role of Relationship Manager in Thiruporur is a full-time on-site position that focuses on maintaining and enhancing client relationships. As a Relationship Manager, your responsibilities will include understanding client requirements, managing client portfolios, offering financial advice, and exploring new business opportunities. You will be expected to conduct regular client meetings, review portfolios, promote financial products, and ensure adherence to company policies and industry regulations. To excel in this role, you should possess strong interpersonal and communication skills. Previous experience in client relationship management and financial advisory is essential. Additionally...

As a Team Leader in the Credit Advisory Department, you will be responsible for leading and motivating a team of Credit Analysts and Relationship Managers to provide debt advisory services to corporate and business clients. Your role will involve taking ownership of the Profit & Loss, devising execution plans, nurturing client relationships, monitoring performance, and fostering team development to ensure excellent service delivery and operational efficiency. You will engage with corporate clients, including MSMEs and Mid Corporates, to offer expert advice on a variety of banking and financial products available across multiple Banks, NBFCs, and AIFs. It is crucial to possess a strong financ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Whitefield 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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster (Upcoming Branch) Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall B...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar 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....

We are looking for a highly skilled and experienced Sr. Relationship Manager to join our team in Jaipur, responsible for managing client relationships and driving business growth. The ideal candidate will have 2 to 7 years of experience in sales, relationship management, or a related field. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new clients. Develop and implement effective marketing plans to promote products and services. Collaborate with internal teams to deliver accurate and compliant investment solutions to clients. Stay up-t...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

Urgent Hiring for CSA Fresher & Experience both can apply.( Experience in BPO or BFSI or Financial services) Graduation mandatory NISM 5/8/10(V/VIII/X) certification is required Salary : 2 LPA - 5 LPA HR Arti 9522754537 Required Candidate profile Excellent verbal and written communication Fresher & Experience both can apply( Experience in BPO or BFSI or Financial serves) Graduation mandatory NISM 5/8/10 (XA/XB/VIII/VA/VB) Series is required

Dear Candidate, we are having opening from Leading AMC Role: Relationship Manager - Customer engagement Channel Location: Mumbai Min 3 years into HNI clients handling, Mutual funds sales is required Interested candiates kindly share resume to Aanchal in whatsapp - 9917283370 Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor...

Responsibilities: * Collaborate with clients on investment strategies * Provide financial advice and planning solutions * Ensure compliance with regulatory standards * Monitor market trends and risks * Manage client portfolios

Role Summary We are seeking an experienced bookkeeping leader who can manage accounting operations for multiple small U.S.-based businesses and provide strategic financial support . This role blends hands-on bookkeeping oversight with client communication and strategic financial support similar to a fractional CFO or controller. You will lead a team of analysts and senior analysts, ensure high-quality deliverables, and work directly with clients to help them understand their numbers and make better business decisions. Key Requirements 5+ years of U.S. bookkeeping/accounting experience, with at least 2 years in a supervisory or client-facing role. Strong working knowledge of QuickBooks (Onlin...

As a Merchant Banker/KMP at Indira Securities Pvt Ltd, located in Indore, Ahmedabad, or Mumbai, you will be responsible for providing financial advisory services, capital raising, M&A support, and corporate structuring while ensuring regulatory compliance. With a minimum of 5 years of relevant experience in merchant banking, you will play a crucial role in various key responsibilities such as assisting in IPOs, rights issues, and private placements for capital raising. Additionally, you will conduct due diligence, valuations, and deal structuring for mergers & acquisitions. You will be managing securities underwriting and syndication, guiding clients on financial strategies, joint ventures, ...