385 Financial Advisory Jobs - Page 6

You will be joining YC.DO (Y Commercials) as a Financial Advisor, a full-time on-site role located in Pune. Your primary responsibilities will include financial planning, retirement planning, investment management, and offering valuable financial advice to clients. Your role will entail analyzing financial data, evaluating risks, devising financial strategies, and assisting clients in making well-informed financial decisions. To excel in this position, you should possess a strong background in financial planning, finance, retirement planning, and investment management. Your expertise in financial advisory services, coupled with the ability to analyze financial data and assess risks effectively, will be crucial. Excellent communication and interpersonal skills are essential, along with meticulous attention to detail and the capability to work autonomously. Ideally, you should hold a bachelor's or master's degree in finance, economics, or a related field. Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous in this role. By leveraging your knowledge and experience in financial services, you will play a key role in delivering exceptional financial guidance and maximizing returns for our clients at Y Commercials Pvt. Ltd.,

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 8) Support to create simpler communication on Focused Products along with Product team 9) Give market feedback to Investments on Competition Products Positioning and Product sales in market 10) Feedback to Investments team on Distributor/ Investor queries on Funds/Products 11) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Preferred candidate profile Any graduate OR MBA ( pref )with sales experience Regards, Sandipa 7980475998

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 securities for hedge funds, private equity funds, business development corporations and fund of funds. Kroll team is looking for consultant who will be involved in providing support to our global valuation practice. The opportunity is ideal for professionals who are interested in learning global best practices, tools and techniques by working on valuation engagements for global clients. We are looking for Analyst s who will be involved in providing support to our global portfolio valuation practice. The opportunity is ideal for professionals who are interested in learning best practices, tools and techniques by working on valuation engagements for our clients. Day-to-day responsibilities: Building long-term client relationships through exceptional client service including a deep understanding of the client and their needs, exceptional responsiveness, and the delivery of the highest quality service and work product Developing deep technical strength in the valuation of alternative assets, serving as a firm resource for that expertise and sharing that knowledge through training and mentoring Managing client engagements from day-to-day interaction with the client through to staffing and managing the resources and work plan through to timely completion Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit Project management including client interviewing, engagement economics, team management, report writing, research and tracking market and industry information Model building and reviewing - DCF models, comparable company models, stock option models, financial instrument, and loan valuations Writing industry reports on emerging sectors and coverage reports on valuation of global Unicorns in the emerging sectors Essential traits: Minimum of 0-2 years of valuation-related work experience in financial services CA, Masters degree in Finance, Accounting or Economics or equivalent thereof (e. g. , CFA); or MBA from an accredited college/university Proven technical skills, proven analytical and problem-solving skills Demonstrated leadership experience including managing and developing client relationships as well as mentoring and developing staff Demonstrated verbal and written communication skills, comfortable speaking with senior management and in front of an audience 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-JS1

To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM => INR 1 million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Service and Distribution and Product team

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more experience will be considered for senior positions) (Exceptional freshers with a passion for finance and investment may also be evaluated) Gender : Male/Female Education : Graduate/Postgraduate with a background or interest in Finance, Economics, or related fields. Relocation : Open to candidates from any location, provided they are willing to relocate to the posting location if required. Key Skills : Strong communication and interpersonal skills. Pleasant and professional personality. Sound understanding of financial markets, investment instruments, and client servicing. Ability to work independently and as part of a team. Target-oriented mindset with a focus on growth and client satisfaction.

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. Lower Parel : Ashish Bhosale - 8657990136 Mirae Asset Sharekhan, 433, 4th Floor , C Block, Phoenix House, Phoenix Mills Compound, Senapati Bapat Marg, Lower Parel (W) Mumbai - 400013 Vile Parle : Poonam Gupta - 8291105441 Mirae Asset Sharekhan, 2, New Sarvodaya Chs, Gr. Floor, Sarojini Road, Near Mcdonalds, Vile Parle West, Mumbai - 400056

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than ?25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

QuickTurtle is seeking a proficient Equity Dealer cum Advisor to join our Private Client Group (PCG) Broking team. This dual-role requires a professional who can execute trades flawlessly, provide astute market advice to HNI clients, and actively contribute to client acquisition and retention. Key Responsibilities Trading / Dealing: Execute trades in Shares/Stocks/Equities on behalf of clients with a commitment to 0% dealing error . Client Advisory: Advise clients on which scripts to Buy / Sell / Hold, leveraging both the company's Research Reports and your own comprehensive market knowledge. Client Management: Maintain clients in an active category as per defined organizational norms. Proactively activate dormant clients through effective engagement strategies. Resolve client queries promptly and efficiently, ensuring high levels of satisfaction. Record Keeping & Liaison: Maintain accurate records of business activities on internal software systems. Liaison with branches to drive revenue generation and facilitate query resolution. Compliance & Risk Management: Adhere strictly to Risk Management and Settlement guidelines . Ensure full compliance as per various regulatory and organizational guidelines. Client Acquisition: Acquire high-quality PCG clients with a minimum investment potential greater than 25 Lacs , utilizing networking, database leads, market intelligence, and references from existing clients.

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 understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations.Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions. They ensure accurate record-keeping and handle any account-related administrative tasks.Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance. They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals.Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients. This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives.Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization. They should be able to explain product features, benefits, and associated risks to clients.

" About the client: PSS has been mandated to hire an Equity Relationship Manager for a full-service financial advisory firm providing investment banking, portfolio advisory, broking, and asset management solutions for corporate & HNI clients. Key Responsibilities: Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios. Must have strong client relationships built over the years. Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations. To work in sync with the Dealing team to execute the trades. Other areas to focus on - Distribution of wealth products & earn commissions Responsible for overall business and P&L for Private Client Group (can be mutually worked upon) Set & Meet revenue targets at the product level and ensure to meet targets set throughout the year. Should be proficient with knowledge of capital markets as well as third-party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures, etc.) Holding strong exposure in Wealth and Equity Markets Handle trading and maintaining relationships with new & existing clients, Advising clients on their equity portfolio for long-term investments, as well as positional trading ideas in stocks for the short/medium term tips, and market-related information Advising the clients to invest in the right investment scheme, depending upon their future needs and returns. Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Educational and professional qualifications: Candidate to be from Securities or relevant Equities background led organisation. Post graduate with minimum 8-12 yrs experience. Should possess strong networking & relationship-building skills. ",

Role-Cluster Head / Senior / Relationship Manager - Wealth Experience- 6+ Years Mode - WFO- 5.5 days Location- Mumbai / Bangalore / Ahmedabad / Chennai Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Responsibilities: Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures,Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

Dear Candidate, Greetings from Mirae Asset Sharekhan !! Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time Generate interest income Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment To handle the assigned clients in a very effective and seamless manner To improve and maintain the client activity ratio by activating clients across the segments Thanks & Regards Swapnil Nikhade - HR Interested candidate can connect on below contact 8286896629 | swapnil.nikhade@branch.sharekhan.com

part-time work from home freshers allowed Collaborate with clients on financial goals. Provide expert advice on investments and planning Only 30 age + Work from home Annual bonus

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM, NISM 8, Currency o Experience: 8+ Years in Financial Markets o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Hubli, Mangalore 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

Job Description (JD): Virtual Relationship Manager (VRM) Employment Type: Full-Time Compensation: Competitive salary + attractive performance-based incentives

*Develop and implement strategies to meet home loan sales targets. *Cultivate and maintain strong relationships with customers. *Responsible for managing and coordinating all sales activities within the branch related to home loan products. Required Candidate profile *Good Exposure in team handling. *Good focuses on meeting sales targets through strategic planning. *Develop leading and motivating the sales team to perform effectively. *Great service boosts growth.

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700

#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 #Resolve customer queries TAT #Ensure internal and regulatory compliance 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

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship