724 Financial Advisory Jobs - Page 5

GradRight is an ed-fin-tech startup focused on global higher education. Using data science, technology and strategic partnerships across the industry, we are enabling students to find the Right University at the Right Cost. We are on a mission to aid a million students to find their best fit universities and financial offerings by 2025. Our flagship product - FundRight is the world's first student loan bidding platform. GradRight won the HSBC Fintech Innovation Challenge supported by the Ministry of Electronics & IT & was among the top 7 global finalists in The PIEoneer awards hosted by The PIE News, UK. In a short span of 10 months, we have received $350 million dollars in loan requests and...

Requirements: Qualifications: Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-w...

As a valuable member of LSI Group, a category-1 Merchant Banker known for its extensive range of financial advisory, engineering, resolution, and valuation services across India, your role will be instrumental in identifying, developing, and securing mandates for the product portfolio in Delhi and the surrounding areas to enhance market share. Your key responsibilities will include acquiring mandates for financial products such as Techno Economic Viability Report (TEV), Lender's Independent Engineer Report (LIE), Valuation (for all 3 Asset classes), and ASM from both PSU and Private Banks, as well as corporates. You will collaborate with the respective Vertical head to finalize commercial te...

Role Description This is a full-time on-site role for a Relationship Manager at Mumbai. The Relationship Manager will be responsible for building and maintaining relationships with financial advisors, understanding their needs, and providing them with tailored solutions to enhance their sales and branding strategies. Job Responsibilities: Contact potential or existing Clients to inform them about the services. Answer questions about services of the company. Ask questions to understand customer requirements and close sales. Direct prospects to the field sales team when needed. Enter and update customer information in the database. Take and process orders in an accurate manner. Handle grievanc...

We are looking for an experienced candidates in NRI client handling. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600 Education: Minimum Graduation with NISM-5 (Preferred) Experience: 1+ Yrs Roles and Responsibilities: • Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads. • Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the nee...

We are looking for an experienced candidates in Wealth Management and Banking Industry. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Education : Minimum Graduation with NISM-5 (preferred) Experience : 1+ yrs. PRODUCTS Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on ...

You will be joining as a Regional Manager for HNI Wealth Products, where you will play a crucial role in acquiring, managing, and retaining High Net Worth (HNI) clients primarily for wealth management services. Your responsibilities will include building strong relationships, providing financial advisory services, and ensuring exceptional service standards. To excel in this role, you must have experience in selling both mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, as well as managing investment portfolios across various asset classes. Your key responsibilities will revolve around client acquisition and management. You will be tasked with acquiring, managi...

Hiring, Leading Company AMC/Broking company Job Description: Investment Relationship Manager Sub Department :- Business Development Relationship Manage Position Purpose:- To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Responsibilities Direct Responsibilities:- Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities:- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & u...

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Mangalore & South Goa Provident fund Health insurance Annual bonus Sales incentives Travel allowance

As a Relationship Manager at Edelweiss Life Insurance, you will play a crucial role in developing and maintaining client relationships in the life insurance sector. Your responsibilities will include promoting and selling life insurance products, providing exceptional customer service, and achieving sales targets. You will be expected to develop and maintain strong client relationships, promote and sell life insurance products to individuals and businesses, and assess clients" insurance needs to present suitable options. Additionally, you will provide excellent customer service, address inquiries and concerns, and strive to meet and exceed sales targets and performance goals. Your role will ...

Are you ready to shape the future of private banking? As a Product Design Lead, youll drive innovation and excellence in digital product design, creating impactful experiences that strengthen client-advisor relationships. Join us to make a difference in the financial world. Job Summary As a Product Design Lead within our Global Private Bank Design Team, you will lead and inspire talented designers to create exceptional digital products and services. You will use your hands-on design skills, ensuring a user-centric approach that delivers simple, engaging, and innovative experiences. You will partner and collaborate with cross-functional teams in a fast-paced environment to bring new ideas to ...

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...

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 25Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officer...

Job description Job Title: Vice President - Wealth Management Company: Bajaj Capital Ltd Location: Chennai, Bangalore & Hyderabad Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of Indias most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. R...

Responsibilities The main responsibility consists of achieving Business targets set, which includes-broking , servicing to existing/ new acquired client One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: • To achieve revenue target through broking & cross selling products • Generate interest income. • Understanding of clients profile & suggesting Portfolio/Asset allocation. • Brokerage revenue/ Asset gathering/ interest income as per target set • Effective & seamless client handling • To improve & maintain client activity ratio by activating clients across segments.

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

About your future team: Oxane's expanding Portfolio Management Group (PMG) delivers specialized, platform enabled portfolio management services to global institutional investors. We support diverse private credit + asset classes, including corporate, consumer, and financial products, across various investment structures like Private/Public ABS, Whole Loans, Warehouse Facilities, Credit Facilities etc. Working in close collaboration with our Platform Solutions Group, PMG provides comprehensive solutions to Top tier Banks, Asset Owners, and Asset Managers. Through these engagements, our team gains deep expertise in transaction structures, investment monitoring, surveillance, and analysis. Wha...

Key Responsibilities Assist advisors in servicing clients including preparing basic financial plans, conducting investment research, and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up. Prepare and ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications, and coordinating rollovers. Prepare for and coordinate marketing events...

We are hiring for our esteemed client, a leading U.S.-based financial planning company. If you are passionate about financial advisory and client servicing, heres your chance to build a rewarding career! Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Freshers: Eligible if they have excellent spoken English & financial knowledge Skills Required: Excellent verbal communication (mandatory) Strong unde...

The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets Responsibilities Client Relationship Management Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients risk tolerance, financial objectives, and current market conditions Conduct re...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuit...

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 fina...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala 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. En...