1064 Financial Advisory Jobs - Page 42

Responsibilities: * Provide financial advice on investments * Analyze equities & manage portfolios * Develop investment plans & strategies * Collaborate with clients' goals & risk tolerance *strong knowledge of mutual funds is mandatory Annual bonus Health insurance

Role & 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 Conduct Market and Product upd...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and private client groups (PCGs) to acquire new clients through wealth management services. Provide investment advisory solutions to HNI/PCG clients, ensuring portfolio management and financial planning. Handle client queries, resolve issues, and maintain strong communication channels to build long-term relationships. Identify opportunities for cross-selling other banking products and services to existing clients. Collaborate with internal teams to ensure seamless delivery of wealth management solutions. Desired Candidate Profile 4-6 years of experience in HNI sales or similar roles within the financial in...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Role & responsibilities Wealth Counsellor (WC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling company's product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the company's o...

We are currently looking to hire young and energetic Relationship Manager/Sr Relationship Manager for Bangalore and Mangalore location. Job Description - 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 portfo...

Preferred Candidate Profile: VRS / Retired Personnel Married Women returning to work Financial Professionals - CA / CS / Investment Banker / Mutual Fund Manger / Business Consultants Business Owners looking to expand income stream Mandatory Requirements: At least be 30 years of age. Graduation in any stream. Resident of Guwahati, Assam. Role & responsibilities Develop a flourishing network of clients. No sales targets. Perks: Mentorship program. Become a Team Lead, and earn a salary + commission on team's output. Foreign fully-paid trips throughout the year.

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner / Drector Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata ,Hyderabad 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 ...

About Organisation https://www.francorp.in Francorp has started its journey with very unique concept of bringing consulting in field of franchising. Since its inception in 1976, it occupies the position of only consulting firm focused on developing franchise program for small business owners to large corporate. Flourishing business from one to many Francorp's year on year unprecedented success record is driven from firm's credibility among entrepreneurs and corporate. Over the many years thousands brand have developed their franchise models with the expert advice of our consultants. Our consultants have determined the most costly mistakes in franchising with their in depth business knowledge...

Senior Consultant - Financial Advisory - Growth Strategy - New Gen Management Consulting firm - 4+ Years - Gurgaon (Hybrid) Are you an experienced management consultant with expertise in financial advisory? Are you ready to take the next step in your career with a leading firm in Gurgaon? If you have a knack for project management and a passion for delivering impactful solutions, we want to hear from you. Location: Gurgaon Your Future Employer: Our client is a new gen set up, prestigious management consulting firm known for delivering exceptional financial advisory services to a diverse client base. Responsibilities: 1. Leading and managing financial advisory projects, delivering high-qualit...

Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile ; ( Local candidates from Mumbai & Pune Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspe...

Role & 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 investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded l...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Field Insurance Sales Executive The role involves visiting prospective clients in person to promote and sell insurance products, building long-term customer relationships, and achieving sales targets. (Life/Health/General Insurance) Required Candidate profile Ensure proper documentation and timely submission of applications Meet monthly and quarterly sales targets If you interested, share me your Resume Riya Mishra E - hrcps9@gmail.com P - 8370014003

About the job: We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. Were looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. Location: Sikanderpur,Gurgaon | Full-time | Experience: 6 Months - 2 Years Key Responsibilities: The role involves managing a portfolio of clients, offering tailored investment advice, and promoting equity and derivative products. You will be responsible for understanding client needs, recommending suitable trading and investment strategies, and ensuring high levels of client satisfaction. Staying updated on market mo...

About Our Client The client is a Indian Bank/NBFC company with multiple offices.(one of the top names in the market) Job Description Private Wealth Manager / AVP/VP/Partner Experience - 3 yrs to 15+ yrs Locations - Delhi , Mumbai , Chennai ,Jaipur, Bangalore , Hyderabad, Kolkata, Indore, Pune, Patna Requirement - The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial ...

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...

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

Send your resume via WhatsApp to: 9076492644 / 9324739313 (No calls, please) Position: Senior Associate Corporate Advisory (Debt Syndication & CFO Services) Qualification: CA fresher - may 25 Location: Mumbai (On-site) What Youll Do Debt Syndication Prepare and review all documentation required for debt syndication. Collaborate with banks and financial institutions to secure approvals. Gather and analyze client information to structure funding solutions. Assist clients with credit rating processes to strengthen their financial position. Management Consulting & Financial Advisory Act as an external CFO to guide clients on strategic financial planning. Provide data-backed advice for major fina...

Responsibilities: Sell life insurance products Generate leads through your online & offline network for sales Build customer relationships Handle customer queries via phone/face to face Meet sales targets Work from home Travel allowance Sales incentives Job/soft skill training Flexi working Capability building program

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Experience in sales, in a calling-oriented environment (inbound), adept at building strong relationships with distributors and clients. Experience with lead generation and query resolution. Investment Banking/Finance background, from Mumbai only.

Role & responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuit...