1054 Financial Advisory Jobs - Page 32

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition 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 Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products l...

Direct Responsibilities: Responsible for gathering assets for investment products such 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...

Preferably IMMEDIATE JOINERS Job Description Designation - Relationship Manager (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ens...

Job Description - Designation - Relationship Manager/ Sr Relationship Manager As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal t...

Role Overview We are looking for a passionate and detail-oriented Content Specialist to join sales team to foster Learning & Development. This role will focus on designing and delivering high-quality educational and training content for internal sales teams, mutual fund distributors, and investors. The ideal candidate should have strong subject matter expertise in wealth management, mutual fund products, and behavioral finance, with a flair for simplifying complex financial concepts into engaging learning formats. Key Responsibilities Content Creation : Develop engaging, compliant, and insightful content on mutual fund products, personal finance, and investor behavior. Create presentations, ...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management (AVP / VP / Sr VP) Experience - 13+ yrs Location - Delhi / Mumbai /Ahmedabad / Pune / Kolkata 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 of his team. Handling a team of ...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and prese...

We are looking for a skilled Relationship Manager with 2 to 7 years of experience to join our team in Mumbai. The ideal candidate will have a strong background in corporate and investment banking, with excellent client relationship management skills. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative ...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 3 to 8 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and prese...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 3-4 years of experience in Infrastructure/Project Finance. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Cross-sell other products to...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for n...

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...

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities Responsible for gathering assets for investment products such 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 reac...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities . Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and ...

The Job We are looking for smart, self-driven, high energy people with top notch communication skills, intellectual curiosity and passion for excellence. We are looking for people with a deep understanding of financial services and in-depth expertise in Capital Markets domain within Financial Services, with experience in one or more of the following areas: Domain Expertise in one or more of the following areas is a must Capital Markets: Investment Banking, Private Banking, Wealth Management, Market Infra, Retirement Services Retirement Services: Retirement Services, Defined Contribution, Defined Benefits, 401(k) plans, Recordkeeping Horizontal Consulting in Financial Services: Business Strat...

To Apply - Submit Details via form - https://forms.gle/BubdUksV52R3v8Tp8 Ey is looking for a highly skilled and experienced Project Consultant to join their team in Gurgaon. The ideal candidate will have 6-10 years of experience in customer services, with excellent communication skills and the ability to handle customers efficiently. The opportunity : Project Consultant-NAT-PAS WKFA-CNS - PC - Workforce Advisory - Gurgaon Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Skills and attributes To qualify for the role you must have worked with GCCs in tech and financial services Experience 6-10 years Role & responsibilities...

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...

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 finan...

Job description 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 Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in ...

Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs 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 Represent Finnovate at conferences, meetings, and industry events to promote financial education Qualifications & Skills Bachelors degre...

Education Bachelor degree in Business, Finance, Economics, or a related field. 7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus. Strong interest in wealth management products and client engagement strategies. Exposure to or experience with agile development methodologies is a plus. The ideal candidate will have a good understanding of wealth management, digital engagement, and end-to-end experience transformation. 7+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Wealth Management. Experience integrating advisor...

Seeking candidates who are passionate about Investing in general.Good market knowledge to successfully manage clients and ensure satisfaction.Awareness of various micro and macro-economic trends and events taking place both in India and globally. Required Candidate profile Candidate with with Experience of 5- 12+ years Preferably, should have handled similar profile in a Bank or Wealth Management firm.

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...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Hiring for Financial Advisor Skills - Finance, Share market, Insurance, Annuity Min 4 Years of Exp Salary up to 55k In hand Loc - Gurgaon/Noida Contact 7982741785 ( Kiranpreet Kaur ) Email- kpreetimaginators@gmail.com