1054 Financial Advisory Jobs - Page 21

Key responsibilities include: 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 ...

As a Sr. Private Wealth professional based in Mumbai, you will have the opportunity to work full-time on-site. Your core responsibility will be managing and expanding a portfolio of Ultra high-net-worth clients through the provision of comprehensive wealth management and financial advisory services. You will lead a team of Private Wealth Managers, overseeing their day-to-day activities which include developing tailored investment strategies, conducting financial analysis, and ensuring client accounts are in line with investment objectives. Collaboration with internal teams, engagement in business development initiatives, and mentoring junior team members will be key components of your role. ...

About KPMG in India KPMG entities in India are professional services firms affiliated with KPMG International Limited. Established in August 1993, KPMG in India leverages the global network of firms and possesses extensive knowledge of local laws, regulations, markets, and competition. With offices in multiple cities across India, including Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada, we offer services to national and international clients across various sectors. We aim to deliver rapid, performance-based, industry-focused, and technology-enabled services that demonstrate our understanding of global and...

As a High-Net-Worth Individual Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will be entrusted with the responsibility of nurturing relationships with high-net-worth individuals. Your role will involve offering expert financial research and advisory services, aiding in maximizing investment returns, and providing customized investment recommendations across various asset classes. To excel in this position, you should possess a strong background in Wealth Management, Financial Advisory, and Investment Services. Client Relationship Management and Communication skills are paramount as you engage with affluent clients. An understanding of Investment Banking, Insurance Brok...

KPMG entities in India are professional services firm(s) affiliated with KPMG International Limited, established in August 1993. Our professionals leverage the global network of firms, familiar with local laws, regulations, markets, and competition. With offices across various cities in India, we offer services to national and international clients across sectors. Our goal is to provide rapid, performance-based, industry-focused, and technology-enabled services that showcase our global and local industry knowledge and experience in the Indian business environment. KPMG is a global network of professional firms providing Audit, Tax, and Advisory services in 156 countries with 152,000 professi...

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

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

Job Description: Cluster Manager Cluster Manager-Retail Sales Position: Cluster Manager Reporting to: Retail Head No of Direct Reports : 3 - 5 Ctc- 8 Lpa to 12 Lpa Indirect Reports: NA No of Indirect Reports: NA Location- Chennai, Mumbai, Pune, Delhi, Coimbatore, Jaipur, Chandigarh, Jharkhand, Bihar Key Purpose of the Job : Cluster manager in Securities could refer to a managerial position responsible for overseeing a cluster of branches within the organization. This role may involve managing a team of Key account managers, setting sales targets, monitoring performance, implementing strategies to achieve business goals, ensuring compliance with regulatory requirements, and providing support ...

Designation- Centralized Dealing - Equity Advisory Ctc - 5.00 Lpa Budget Experience- 1 yrs + Qualification - Post Graduate/Graduate / NISM / NCFM as applicable Location -Bhopal/Indore/Noida/Delhi/Mumbai Experience Minimum 1 Year as advisor NISM8 Certificate Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of cl...

Responsibilities: * Manage HNIs & NRI clients' portfolios * Provide financial advice & wealth management solutions * Develop investment strategies for high net worth individuals

Soul Finspire LLP is a leading provider of comprehensive wealth management services, dedicated to helping high-net-worth individuals and families achieve their financial goals. We pride ourselves on delivering personalized, strategic financial advice through a client-focused approach. We are currently looking for a dynamic and results-driven Equity/Mutual Fund Business Development Associate to join our team in Ahmedabad, Gujarat, India. In this role, you will be instrumental in expanding our client base, developing strategic partnerships, and driving revenue growth. Your responsibilities will include identifying and acquiring new clients, providing expert advice on equity/mutual fund investm...

The role of an HNI Desk Head involves leading a team of HNI Relationship Managers/Advisors or HNI Relationship Managers and Advisors with a focus on acquiring high-value relationships within the HNI & Ultra HNI Clients in the EQUITY sector. This includes managing Large Trader Clients and Big Ticket size Client Acquisition & service. The key responsibilities also include managing relationships with HNI clients, retaining and enhancing advisory relationships, generating revenue from new clients, and executing cross-sell efforts in alignment with the organization's focus. The ideal candidate should have a minimum of 6 years of experience in the broking industries and a proven track record of ma...

As a Financial Advisor, you will be responsible for providing specialized advice to clients on managing their finances effectively and securely. You will work closely with individuals and businesses to assist them in making budgetary, savings, and investment decisions. Your role will involve acting as an intermediary between financial product/service providers and customers to ensure the best financial outcomes. To excel in this role, you must possess a strong understanding of Mutual Funds, Investment Advisory, Client Relationship Management, Portfolio Management, Wealth Management Services, and Financial Advisory. Additionally, you should have excellent communication and interpersonal skill...

Leading Broking Firm Hiring Wealth Managers ACROSS INDIA Interested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Locations: Delhi (Connaught Place, Bhikaji ), Noida/ Gurgaon Bangalore Chennai Hyderabad Mumbai Kolkata Pune Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and C...

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investin...

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Fund...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in B2B selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Responsibilities Expert Consultation: Preparation of higher complexity SR&ED tax incentive claims and assist with review of claims as required. Maintaining regular contact with assigned clients communicating directly with client personnel in operations, finance, accounting, payroll, and engineering and their accountants to gather relevant information to prepare project costing and complete tax return input. Client Partnership: Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle. Meet with clients in-person and virtually to establish engagement plans, assist with evaluation of eligible activ...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Wealth Manager PMS/Mutual Funds clients Big book size Client Acquisition Bring new high-net-worth Clients 3-5 years of experience in wealth management Salary: 10 lpa - 20 lpa Share resumes: +91 90165 20923 finance knowledge + client handling + sales

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. HR Himanshu 6232535322 Salary- 2,0000 - 32000 Required Candidate profile Graduate is mandatory NISM Certificate

Finance Graduates only Must have exposure to Financial Products Min 1 year exp required Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM WhatsApp: 8929448461 Harjas ( harjasimaginators@gmail.com ) Walk In drive - 26th Aug [Tuesday] Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Position - Wealth - Manager /Sr Manager / AVP Experience - 2 to 20 yrs Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , Raipur The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...