1054 Financial Advisory Jobs - Page 26

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Relationship Manager Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Market...

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and ab...

Role & Responsibilities Revenue Generation Achieve bank's objectives in terms of earnings, assets, liabilities, credit quality, etc., as per agreed budgets/targets across all product groups. Relationship Management Seek and acquire new client relationships by understanding financial needs and offering appropriate bank products and services. Manage client relationships end-to-end: need identification, advisory, deal structuring, and closure. Assess client banking needs and risk profiles to ensure optimal risk-reward balance for the bank. Communication & PR Execute brand communication initiatives for designated products. Communicate product positioning and differentiation in the market effecti...

HouseEazy is a fast-growing PropTech startup that is revolutionizing the real estate industry through innovative technology-driven solutions. Our mission is to streamline secondary real estate transactions by enhancing transparency and efficiency. To support our continuous growth, we are seeking a seasoned finance professional to join our dynamic team. As a strategic financial advisor, you will play a crucial role in providing valuable insights to the leadership team to facilitate informed business decisions. Collaboration with cross-functional teams will be essential to align financial strategies with overarching business goals. Upholding accuracy and compliance with industry standards and ...

The Center Insurance Manager plays a crucial role in leading a team of insurance sales professionals, driving sales strategies, and achieving business goals. You will be responsible for overseeing the sales operations, ensuring exceptional customer service, and fostering a high-performing sales culture within the center. Your role demands strong leadership and strategic thinking to meet sales targets and contribute to the organization's success. Key Responsibilities Develop and execute sales strategies to meet and exceed sales targets. Lead, mentor, and motivate the sales team to achieve individual and collective goals. Ensure efficient operation of the sales center, including staff scheduli...

The Relationship Manager in the Banca Channel at ESAF Life Insurance plays a crucial role as the primary point of contact between the company and the partnered bank. Your main responsibilities include building and managing relationships with the bank's staff and customers to promote life insurance products, meeting sales targets, providing personalized financial planning and insurance solutions, conducting training for bank staff, identifying cross-selling opportunities, handling customer queries and escalations, ensuring compliance with regulatory standards, preparing sales reports, participating in promotional events, monitoring market trends, and contributing to sales strategies and marke...

As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opp...

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

Acquire clients for Demat and Trading Accounts focused on generating Equity Revenue. Drive sales of third-party financial products such as Mutual Funds and SIPs. Achieve revenue targets through cross-selling and client engagement. Required Candidate profile Role: Relationship Manager Industry Type: Financial Services (Broking) Role Category: Retail & B2C Sales Education UG: Any Graduate Key Skills Sales Client Acquisition Perks and benefits Incentive and Performance Bonus

Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Qualifications & Skills: Strong knowledge of financial planning, investment strat...

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manag...

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

Join Asset Point Financial Services as a Financial Advisory Intern. Learn mutual funds, insurance, and client servicing. Hybrid role. Commission-based onlyearn as you perform. Ideal for finance/marketing students in Navi Mumbai. Sales incentives Flexi working Work from home Annual bonus

As a Merchant Banker at Indira Securities Pvt Ltd, you will utilize your expertise and experience to provide financial advisory, capital raising, M&A support, and corporate structuring services. Your primary focus will be ensuring regulatory compliance while delivering exceptional value to our clients. Your responsibilities will include assisting in capital raising activities such as IPOs, rights issues, and private placements. You will be involved in conducting due diligence, valuations, and deal structuring for mergers & acquisitions. Additionally, you will manage securities underwriting and syndication, provide corporate advisory services on financial strategies, joint ventures, and compl...

Job Description: As a Financial Services Advisor at our company located in Pathanamthitta, you will play a crucial role in providing comprehensive financial planning advice to our clients. Your responsibilities will include offering personalized financial plans, assisting with retirement planning, and providing expert guidance on investments. You will be expected to assess each client's unique financial situation, stay up-to-date on the latest financial regulations and products, and monitor client accounts to ensure their financial goals are met. To excel in this role, you should possess a solid knowledge of Financial Planning, Finance, and Investments. Your skills in Retirement Planning and...

We are seeking a motivated and customer-focused Sales Representative to promote and sell mutual funds, equity and insurance products. The ideal candidate will be responsible for identifying client needs, offering suitable financial solutions.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

As a Relationship Manager Mortgage Loan LAP at Aye Finance Ltd, headquartered in Gurgaon, you will play a crucial role in managing and expanding mortgage loan portfolios for small and micro enterprises across India. Your responsibilities will include conducting credit assessments, processing loan applications, and maintaining strong client relationships. Leveraging your expertise in managing mortgage loans and credit assessment, you will ensure compliance with credit policies and procedures while providing financial advice to clients. To excel in this role, you should possess excellent communication and interpersonal skills, along with a knack for client relationship management and financial...

As a dedicated Chartered Accountants team providing comprehensive financial solutions, SRAM & Co. operates in major cities of Madhya Pradesh, Maharashtra, Gujarat, and Rajasthan. Our services encompass Audit and Assurance, Tax Planning and Compliance, Financial Advisory, Business Consulting, and Corporate Governance. Being a category 1 firm with 15 Partners and a team of over 50 members, we aid businesses, individuals, and organizations in navigating the intricate financial landscape. We are seeking a full-time on-site Articled Assistant to join SRAM & Co. The Articled Assistant will play a crucial role in supporting various tasks related to audit and assurance, tax planning and compliance, ...

You will be part of a global network at Yara, collaborating to solve key challenges such as resource scarcity, food insecurity, and environmental change in a profitable and responsible manner. Yara has been working for over a century to feed the world and protect the planet, with a mission to do so in a sustainable and responsible way. They deliver solutions for sustainable agriculture and the environment, providing fertilizers and crop nutrition programs to support food production for the growing world population. Yara's industrial products and solutions aim to reduce emissions, improve air quality, and ensure safe and efficient operations. Yara, founded in Norway in 1905, has a worldwide p...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams 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. A business manager as he would be responsible for P & L...

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.