1064 Financial Advisory Jobs - Page 39

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

The role would require to train, enable and influence branch team to sell investment products – MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Excellent communication, presentation and relationship management skills. Preferred industry back ground: Wealth Management, Banking, Investment Counselling Call @ sania-8904572159/9113961458

About Finnovate Finnovate is a holistic financial planning and wealth advisory platform We are passionate about transforming the way Indians get personal finance advice Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients, Location: Mumbai / Nasik / Pune /Ahmedabad / Kutch / Bhuj Employment Type Full time / Consultant Full time Key Responsibilities Guide individuals in making informed financial decisions for longterm 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 tailo...

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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 clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch....

Job Title: Investment Advisor Qualifications: Experience: Fresher Qualification: Any Graduates Excellent communication in Tamil Location: Chennai Teynampet Shift timings: 9:30 AM to 6:30 PM Contact: Josephine HR - 9962430186

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on po...

#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

Job Title: Paraplanner US Shift Timing: 1:00 PM to 10:00 PM Location: Bangalore / Vizag / Nashik Compensation: 3,00,000 3,50,000 per annum Overview of the Role As a Paraplanner, you will assist US-based financial advisors in creating comprehensive financial plans and strategies tailored to client needs. This role requires strong analytical skills, financial acumen, and excellent communication to support high-net-worth clients (HNI/UHNI). Key Responsibilities Prepare financial analyses and detailed financial plans for HNI/UHNI clients. Assist in portfolio analysis, rebalancing, and investment reviews. Conduct investment research across Stocks, Mutual Funds, ETFs, and Bonds. Perform need-based...

Kroll provides clients with Valuation Advisory Services, Corporate Finance, Governance Risk Investigations Disputes and Cyber Risk operational support services to the firm s subsidiaries across the globe. The Global Business Solutions (GBS) - Portfolio Valuations Advisory Services teams in India operates as an extension of our global offices and works very closely with their counterparts in the US and EMEA on diverse nature of valuation engagements across industries. Kroll Portfolio Valuation practice specializes in assisting clients with the valuation of alternative investments, specifically securities and positions for which there are no "active market" quotations such as illiquid securiti...

Immediate Hiring Multiple Roles in Banking & Financial Services Across Kerala Exciting Career Opportunities in the Financial Sector! SkillActz is hiring talented professionals for a leading financial services firm across Kerala. Whether you're a fresher or an experienced professional (1-5 years) , this is an excellent opportunity to build a successful career in Banking, Stockbroking, and Investment Services . Open Positions: Financial Consultant Dealer Business Support Executive Branch Sales Executive Commodity Dealer Branch Manager Industry: Banking & Financial Services | Stockbroking | Investment Services Qualifications: Any Graduate Preferred Certifications: NCFM, NISM, AMFI Mutual Fund C...

Identifying potential clients, evaluating their suitability for the company's products or services. Building & maintaining strong relationships with existing clients, providing ongoing support, & identifying opportunities for upsells or cross-sells. Required Candidate profile * Strong Communication & Interpersonal Skills * Sales Acumen & Closing Skills. * Product Knowledge. * Customer Relationship Management (CRM) Software Proficiency * Problem-Solving & Analytical Skills.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Creation of revenue & Activation of clients through effective Advisory. Handling Queries of clients & solving it Acquiring new clients & retaining old clients by periodic meeting Required Candidate profile Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Call @ 9113961458/ 8904572159

Mega Drive for Financial Consultants / Sr. Financial Consultants /Mutual Fund Sales Locations - Delhi, Hyderabad, Gujrat ctc - 2.5 to 5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact Minakshi on 9811985863or Email on qrn.placement@gmail.com

Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) 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 a...

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Li...

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to mee...

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspiration...

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspiration...

We are seeking experienced paraplanners to support our financial planning consultants in Ireland. The role involves producing high-quality recommendation reports and providing administrative and research support to ensure excellent service for our individual clients. Key Responsibilities: Prepare and review financial recommendation reports based on fact finds provided by the advisors. Support the ongoing review and servicing needs of individual clients. Conduct research on investment, pension, ARF, and protection products aligned with Irish market standards. Keep insurance provider terms and fund data up to date. Maintain and manage report templates for client recommendations. Respond to cli...

Job description Interested candidates can mail their updated resumes to manasi.s@sbicapsec.com WhatsApp Only: 7736562628 Designation: Equity Dealer Location: Chennai. Coimbatore, Trichy Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RM...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibili...