1054 Financial Advisory Jobs - Page 31

Dear Candidate, Greetings from Mirae Asset Sharekhan !! Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broki...

part-time work from home freshers allowed Collaborate with clients on financial goals. Provide expert advice on investments and planning Only 30 age + Work from home Annual bonus

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialize...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Hubli, Mangalore 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

Job Description (JD): Virtual Relationship Manager (VRM) Employment Type: Full-Time Compensation: Competitive salary + attractive performance-based incentives

*Develop and implement strategies to meet home loan sales targets. *Cultivate and maintain strong relationships with customers. *Responsible for managing and coordinating all sales activities within the branch related to home loan products. Required Candidate profile *Good Exposure in team handling. *Good focuses on meeting sales targets through strategic planning. *Develop leading and motivating the sales team to perform effectively. *Great service boosts growth.

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, w...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster 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 Branch Targets by g...

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportu...

Business Development Executive: o Identify and approach potential clients, Pitch CRISIL s assessment, grading, and other solutions tailored to client requirements. o Achieve monthly and quarterly sales, Conduct presentations, meetings, and product demonstrations to stakeholders. o Build and maintain long-term relationships with key decision-makers. o Ensure post-sale service delivery coordination and client satisfaction. o Track market trends, competition activity, and client feedback. o Maintain accurate records of leads, opportunities, and sales activities. o Prepare weekly and monthly sales reports for internal review. Preferred: Prior experience with credit rating agencies, financial adv...

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

Business Development Executive: o Identify and approach potential clients, Pitch CRISIL’s assessment, grading, and other solutions tailored to client requirements. o Achieve monthly and quarterly sales, Conduct presentations, meetings, and product demonstrations to stakeholders. o Build and maintain long-term relationships with key decision-makers. o Ensure post-sale service delivery coordination and client satisfaction. o Track market trends, competition activity, and client feedback. o Maintain accurate records of leads, opportunities, and sales activities. o Prepare weekly and monthly sales reports for internal review. Preferred: Prior experience with credit rating agencies, financial adv...

We Are Hiring Now: Customer Support International Voice Process Customer Support – International Voice Process Location: Bangalore Shifts: Rotational (Including US Night Shifts) Joining: Immediate Joiners Preferred Qualification: Full-time Graduates Experience: 1 - 4 Years Step into the World of Global Finance Are you ready to be the voice of a leading Investment Management & Banking support team? Join Infosys BPM and become a trusted partner to international clients in the financial services space. What You'll Do: Handle international customer queries (voice) in a timely, professional manner Assist with investment account-related concerns, product support, and transactions Work with high-va...

1. Client Acquisition & Onboarding Acquire new HNI/Retail clients by calling the prospects who attended investor meets, references from existing clients. Understand client risk profile, investment goals, and income patterns to offer appropriate product baskets. Complete client onboarding process including KYC, FATCA, CKYC, and risk profiling documentation. 2. Relationship Management Act as a single point of contact for client portfolio queries, trade executions, and service needs. Conduct periodic portfolio reviews and suggest necessary changes based on market dynamics and life events. Increase engagement by recommending new products and solutions based on changing risk appetite and goals. 3...

Dear candidates, Greetings From Symmertical !!! Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager. Role & responsibilities Client Relationship Management with Private banking, wealth Management, HNI clients: Build and maintain strong relationship Engage with clients Identify opportunities Maintain existing networks and relationship-building to acquire new clients Financial Planning Conduct in-depth financial assessments. Optimize portfolios Taxes, investments Monitor and review financial plans Preferred candidate profile Experience in financial planning and wealth management in India. Proven experience as a Relationship Manager, preferably in wealth management, priva...

Description Job Responsibilities: Liaison among stakeholders to analyze , prioritize , communicate and validate requirements for search. Create comprehensive , accurate business and functional requirements and present them clearly to the stakeholders. Develop an in - depth understanding of applications , understand the data model and its mapping to the various business processes. Keep the business requirements for the application updated over time. Role Holder Profile Experience Minimum 5 years experience in Requirement gathering, Requirement Analysis and documentation. Experience in creating functional and non-functional requirements Experience in implementing Use Cases, Use Case Modeling, ...

Description Job Responsibilities: Liaison among stakeholders to analyze , prioritize , communicate and validate requirements for search. Create comprehensive , accurate business and functional requirements and present them clearly to the stakeholders. Develop an in - depth understanding of applications , understand the data model and its mapping to the various business processes. Keep the business requirements for the application updated over time. Role Holder Profile Experience Minimum 5 years experience in Requirement gathering, Requirement Analysis and documentation. Experience in creating functional and non-functional requirements Experience in implementing Use Cases, Use Case Modeling, ...