385 Financial Advisory Jobs - Page 5

Looking for a CFP- Freelancer who not only has technical expertise in personal finance but can translate that knowledge into simple, engaging content for a wide audience. This role is part finance expert , part content creator , and part educator .

The role of Financial Advisor in Allahabad is a full-time on-site position that involves providing financial planning and advice to clients. Your primary responsibility will be to assist clients in achieving their financial objectives by assessing their financial situations, creating personalized financial plans, and offering guidance on investments, retirement planning, and other financial services. To excel in this role, you should have experience in Financial Planning and Finance, possess skills in Investments and Financial Advisory, and be capable of delivering Retirement Planning services. Strong analytical and problem-solving abilities are essential, along with excellent communication and interpersonal skills. Holding relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) would be advantageous. Furthermore, you should be comfortable working both independently and collaboratively within a team environment. A Bachelor's degree in Finance, Economics, Business, or a related field is required to be considered for this position.,

Approach prospecting new clients & advice Financial Products & Services based on client needs conducting market analysis ensuring compliance with regulations. Building relationship & advising clients on investment wealth management insurance etc Required Candidate profile Financial Sales Experience Good Experience in Investment, Insurance, Wealth management etc Handling HNI clients Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role & responsibilities 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 clients. 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 collection. • Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile • Strong communication & written skills Fluency in local language is an added advantage. • Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) With At least 2 years in Selling financial products and services

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Kadam colors is looking for E-commerce Dispatch Coordinator to join our dynamic team and embark on a rewarding career journey Scheduling and Dispatching:Create daily schedules for drivers, technicians, or service personnel Assign tasks, routes, and work orders to appropriate personnel based on availability and priorities Resource Allocation:Optimize the allocation of vehicles, equipment, and personnel to meet customer demands and operational efficiency Ensure that the right resources are deployed for each task Routing and Navigation:Plan and optimize delivery routes to minimize travel time, fuel consumption, and maximize on-time deliveries Utilize route optimization software and GPS technology Communication:Maintain constant communication with drivers, field staff, and service teams Relay real-time information, instructions, and updates to ensure smooth operations Customer Service:Handle customer inquiries, requests, and complaints related to deliveries or services Provide customers with accurate information about delivery times and updates Documentation and Record-Keeping:Maintain records of dispatched orders, deliveries, and service appointments Verify and record completed tasks and service reports Emergency Response:Develop contingency plans and procedures for handling unforeseen events, such as accidents, breakdowns, or delivery delays Coordinate emergency responses to address unexpected situations Quality Assurance:Ensure that deliveries and services meet quality and safety standards Implement quality control measures to minimize errors and issues

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

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 collection. • Ensure 2-3 client meetings are done per day within your territory.

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

Our client is a prominent Investment Banking firm with a global presence, offering a wide array of products and services including Structured Finance, Corporate Finance, Leverage Buyouts, Private Equity, M&A, and Financial Advisory. The ideal candidate for this role should have a minimum of 15 years of experience, with at least 10 years in Investment Banking or a similar domain within Banks, Financial Institutions, or Fund Houses. As the incumbent, you will be responsible for leading the Vertical, Investor Relations, and Business Development. This position will expose you to a diverse range of deals such as structured finance, project finance, M&A, equity fundraise, and capital markets deals across various sectors. You will be involved in the complete deal lifecycle of live deals both in the Indian and international markets. Additionally, this role will prepare you to independently handle deal execution in the future. The Investor Relationships Vertical will also provide opportunities to work on the sell side. This position is based in Mumbai, Pune, Delhi, Chennai, or Hyderabad.,

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879

You will be joining our client HumGrow.com as a Relationship Manager, where you will play a crucial role in developing and maintaining client relationships within the life insurance sector. Your primary responsibilities will include promoting and selling life insurance products to individuals and businesses, ensuring exceptional customer service, and achieving sales targets. Your key responsibilities will involve developing and maintaining strong client relationships, assessing clients" insurance needs, promoting and selling life insurance products, providing excellent customer service, and addressing inquiries and concerns. You will also be expected to stay updated on industry trends, collaborate with internal teams, prepare reports on sales and client interactions, negotiate sales deals, handle policy renewals and claims efficiently, participate in networking events, and contribute to the development of marketing strategies. To excel in this role, you must possess a Bachelor's degree in Business, Finance, Marketing, or a related field, along with proven sales experience in the insurance industry. Additionally, you should have a strong knowledge of life insurance products and regulations, excellent communication and interpersonal skills, the ability to analyze clients" financial situations, and a track record of meeting and exceeding sales targets. Professional certifications such as LOMA, CII, or equivalent will be advantageous. Your role will require you to work independently and as part of a team, demonstrating strong negotiation and problem-solving skills, being highly organized and detail-oriented, and adapting to a fast-paced environment. Proficiency in CRM software and MS Office suite, understanding of market research techniques, and knowledge of customer relationship management practices are essential. You should also hold a valid insurance agent license in the respective jurisdiction. This position is available in multiple locations across India, including but not limited to Goa, Delhi NCR, Mysuru, Kolkata, Gurugram, Mumbai City, Pune District, Chennai District, Hyderabad District, and more. Key Skills required for this role include report preparation, knowledge of life insurance products, market research techniques, negotiation, financial analysis, adaptability, referral network building, communication, underwriting, client relationship management, sales, regulatory compliance, and marketing strategies, among others. If you meet the qualifications and are ready to take on this exciting opportunity as a Relationship Manager with HumGrow.com, we encourage you to apply and contribute towards building a strong referral network and successful client relationships.,

About KPMG in India KPMG entities in India are professional services firm(s) affiliated with KPMG International Limited. Established in India in August 1993, KPMG professionals leverage the global network of firms, possessing in-depth knowledge of local laws, regulations, markets, and competition. With offices across India in cities like Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Jaipur, Hyderabad, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada, KPMG entities offer services to national and international clients across various sectors. The focus is on delivering rapid, performance-based, industry-specific, and technology-driven services that demonstrate a deep understanding of global and local industries and the Indian business landscape. KPMG Advisory professionals provide valuable advice and assistance to help companies, intermediaries, and public sector bodies mitigate risk, enhance performance, and create value. By offering a wide range of Risk Advisory and Financial Advisory Services, KPMG firms assist clients in addressing immediate needs and developing long-term strategies. KPMG's Forensic Services, established in 1995, are dedicated to combating white-collar crime. The team helps clients prevent, detect, and mitigate the risks of fraud, misconduct, and non-compliance. Recognized as market leaders with a dominant market share and a reputation for offering holistic solutions, the professionals at KPMG assist clients in identifying potential fraud risks, detecting fraud early, minimizing losses, and responding effectively. KPMG's CDD Practice focuses on helping organizations manage third-party risks by conducting thorough research to uncover information about counterparties and associated material issues using various public domain sources such as regulatory publications, news outlets, and media sources. Role & Responsibilities - Conduct research using online sources including commercial registries, corporate databases, legal databases, and media sources - Utilize specialist research tools for online due diligence reports and databases like Factiva and Lexis-Nexis - Demonstrate deep technical knowledge and the ability to assimilate new information - Summarize obtained information into concise and accurate reports - Monitor progress, keep key stakeholders informed, and ensure timely delivery of high-quality work - Successfully complete client engagement deliverables in accordance with project plans, adhering to predefined methodologies for preparing due diligence reports and researching specific targets - Stay updated on industry developments Advisory - Forensic Counterparty Due Diligence The Individual The ideal candidate for this role should possess the following qualities: - Strong written and verbal communication skills for effective cross-functional interaction - Excellent analytical and problem-solving abilities - Attention to detail and adaptability to dynamic environments with shifting priorities and deadlines - Discretion and ability to maintain confidentiality - Drive and commitment to deliver high-quality service - Teamwork skills and basic IT system understanding - Ability to work under pressure, meet stringent deadlines, and adapt to tough client conditions - Integrity, values, principles, and strong work ethic Qualification - Graduate in Commerce, Economics, or Arts (B.A, B.Com, Economics) - Knowledge of at least one foreign language preferred (e.g., German, Spanish, Italian, French, Portuguese, Arabic, Chinese, Japanese) Selection Process The selection process includes: - HR discussion - Technical interaction with the line Manager - Final round with the Director/Partner of the practice (including a Case Study administered by Hiring Manager) People Benefits KPMG in India offers the following benefits to its employees: - A strong learning culture - Quarterly rewards and recognition program "Encore" - Comprehensive medical insurance coverage for staff and family - General and accidental coverage for staff Equal Employment Opportunity Information Qualifications: Graduation,

You will be joining Reliance General Insurance Com Limited. as a full-time Financial Advisor. In this role, you will be tasked with delivering financial planning, retirement planning, investment advice, and comprehensive financial advisory services to clients. Your primary location will be in Jamshedpur, with the opportunity for remote work as well. To excel in this position, you should possess skills in financial planning and finance, along with expertise in retirement planning and investments. A strong foundation in financial advisory is crucial, supported by excellent analytical and problem-solving capabilities. Effective communication and interpersonal skills are essential for client interactions. Having relevant certifications such as CFP or CFA would be advantageous. A Bachelor's degree in Finance, Economics, or a related field is required to be considered for this role. If you are looking to contribute to the financial well-being of individuals and help them secure their future and investments, this role at Reliance General Insurance Com Limited. could be the perfect fit for you.,

Job Title: Senior Investment Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Senior Investment Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Daily Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors. Required Skillset: Proven experience in handling investor relations. Strong interpersonal skills and the ability to build rapport with diverse stakeholders. Excellent communication and negotiation skills.

In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest technology, allow us to give our clients clarity not just answers in all areas of business. We embrace diverse backgrounds and global perspectives, and we cultivate diversity by respecting, including, and valuing one another. As part of One team, One Kroll , you ll contribute to a supportive and collaborative work environment that empowers you to excel. Our Fixed Asset Advisory Services (FAAS) practice provides valuation of tangible assets for insurance, financial reporting and taxation purposes, fixed asset tagging, inventory and reconciliation. Our Global FAAS team in India operates as an extension of our global offices and works very closely with their counterparts on diverse nature of valuation engagements across industries. At Kroll, your work will help deliver clarity to our clients most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll . Day-to day responsibilities : Working with all the team members to understand client requirements in detail and initiate preliminary data gathering and analysis Gather data and information pertinent to the engagement Investigating and developing analyses to estimate the value for tangible assets (buildings and machinery & equipment) for insurance reinstatement, financial reporting, taxation purposes, etc. with a focus on the Australian market Delivering accurate, supportable and unbiased valuation conclusions Reporting and presenting analyses and conclusions including written reports Working with management to build and maintain client relationships Working individually and/or on multi-person project teams Working is predominantly desk-based execution and analysis for the position Assisting with performing valuation analysis on a wide range of public and private entities within various industries using accepted and relevant approaches Essential Traits : Bachelor s or Master s degree in Engineering (Civil/ Mechanical/ Electrical/ Chemical, etc. preferred but not essential) or/ and relevant Post-Graduation from an accredited college or university 1 to 3 years of relevant work experience is preferred. Ability to prioritize and work on multiple tasks and manage rapidly changing assignments in a team environment Ability to demonstrate high level of attention to detail and self-review Basic knowledge of building construction types, process plants and common Machinery & Equipment good to have Proficient MS Excel, Word and PowerPoint abilities Experience in data and analytical tools such as Microsoft PowerBI, etc. is an added advantage Ability to quickly adapt and learn new data and analytical tools to assist with the valuation analysis Excellent analytical, organization and project management skills Ability and willingness to handle additional hours as needed to comply with client requests Proficiency in spoken and written English Ability to manage confidential, sensitive information. About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers. kroll. com Kroll is committed to equal opportunity and diversity, and recruits people based on merit. #LI-DNI

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an Accounts and Finance Company but a Financial Planning Organisation and this is a Direct Placement with the Company. Please do read Desired Candidate Profile before applying. Required Candidate profile GREAT EASTERN is a Fee based Financial Planner and is looking for fresh Commerce/Eco/BBA DU graduates with high academic record for immediate joining. You should be interested in kick starting a career in Financial Markets and Investment Banking for their back end office operations at Gurgaon. As Portfolio Managers for all asset classes, the role of a Financial Analyst is to undergo an exhaustive training and learn to do Portfolio Analysis and Construction, Portfolio Management, Asset Rebalancing. An above average academic record, analytical and curious mind along with com-skills would be an added plus. We are not a BPO/KPO , work 9-6 PM, 5 days a week and are close to IFFCO Chowk Metro Station ( we do not offer cab facility ). This is not a Sales job and there are no Sales Targets neither any kind of voice calling but pure research and portfolio management. Calling our office will disqualify you immediately and you are requested to apply online. You will find it easier to apply from a desktop and not a mobile phone. Perks and Benefits INR 3,75,000 P.A. ( CTC) , Performance Linked Incentives, PF, Gratuity, Group Life, Group Medical, Group Personal Accident and rest of perks as standard and HR Policy. The same follows after 1 Month Training Stipend of Rs 10000 flat.

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share Information with Clients. 3. Should be comfortable working in Shifts.

ob Description for Area Manager - Investment Products Individual financial Advisor - IFA SUMMARY: - Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - • Empanelment of IFAs based on Eligibility criteria designed by the company. • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s • Providing continuous support to the IFAs on day on day • Drive IFA Engagement process • Timely Resolution of IFA’s queries • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore 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 services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office