1054 Financial Advisory Jobs - Page 27

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR or call 9824555536 Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Mutual Funds B2B Sales (Mumbai) Job Location: Mumbai,Maharashtra Experience Required: 3 to 8years CTC Offered: Up to 15LPA Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-info...

We're Hiring: Manager Non Assurance (R & C) | Bangalore RSM is seeking a dynamic and experienced Professional to join our growing team in Bangalore . If you have 6+ years of experience in Accounting Advisory or Audit , and a passion for delivering high-quality financial insights, wed love to connect! What You’ll Do: Lead and manage Review and Compilation engagements in line with professional standards. Analyze financial data and performance metrics using advanced analytical procedures. Ensure compliance with lease accounting standards (ASC 842) and revenue recognition procedures. Oversee preparation of accurate financial statements and supporting schedules. Mentor and guide teams across mult...

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journeyA 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 unde...

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

Responsibilities: * Manage HNIs' wealth through portfolio management & investment advice * Acquire new clients with trading knowledge & MF expertise * Oversee client relationships, ensuring satisfaction & growth

A leading private bank is hiring NRI Relationship Managers at the Kolkata and Jamshedpur locations Required Candidate profile Current NRI RMs have super excellent english communication skills with a minimum 2 years of relevant experience and are most welcome

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Apoorva 9713546791 Required Candidate profile Excellent communication is required graduate is mandatory NISM VA/VB OR XA/XB OR 5 /8/10 Certificates are required

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its d...

As a CA Article Ship Trainee at our firm in Pune or Mumbai, you will have the opportunity to immerse yourself in the world of finance modeling, due diligence, and monitoring assignments. If you are passionate about stepping out of the ordinary and are eager to learn beyond textbook routines, this role is tailored for you. Our firm specializes in a wide range of sectors including Private Equity, Infrastructure, Banking, NBFC, Gold & Diamond, EPC, Real Estate, Pharma, Textile, and M&A advisory. As an article trainee, you will delve into the structured realm of financial advisory and strategic consulting, going beyond traditional auditing or taxing duties. We are looking for individuals who hav...

Responsibilities: Manage agent network & performance Report on sales trends & insights Collaborate with marketing team on campaigns Recruit, train & develop agents Achieve revenue targets through agency channel

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

Responsibilities: * Manage client portfolios using mutual funds & wealth management techniques. * Provide investment advice with focus on financial advisory services.

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 y...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

• Candidate should have exp handling HNI and UHNI Clients • Candidate should move a minimum book size of 20 cr • Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Job description Tech Mahindra is hiring for Telesales adviser at Airoli Location Designation: Sales Executive Roles & Responsibility: Sell mutual funds to customer & work as advisors Identify and assess customer's needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Key skills required: Excellent English communications skills Ability to listen and active problem-solving skills. Good interpersonal skills Required Candidate profile: Education & Experience: Any Graduate & Experienced candidates (minimum 6 months on paper) Salary: In hand 20.7k to In hand 44.2k (Salary is totally depending upon NISM certificati...

Job Title: Associate/Senior Associate - Voice Process - US Process - Retirement & Financial Advisory Location: Electronics City Phase 1, Bangalore Bangalore Employment Type: Full-Time Key Responsibilities: Handle customer queries via voice calls on financial advisory offering great customer experience Provide advisory support to US clients on investments, financial advisory & retirement plans. Ensure timely resolution of issues while maintaining high customer satisfaction. Work in US shift timings and adhere to process guidelines Required Skills: Excellent verbal communication skills in English. Great interpersonal & convincing skills Ability to manage customer interactions professionally . ...

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

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