1054 Financial Advisory Jobs - Page 6

Sound knowledge of wealth management with a focus on supporting Relationship Managers through research, portfolio execution, and seamless client service to drive satisfaction and business growth.

Job Summary: We are looking for a Sr. Investment Advisor Commercial to guide and relations client on commercial real estate properties. The role involves analyzing market trends, advising on high-return opportunities, and building long-term client relationships. Candidates with experience in commercial real estate or investment advisory preferred. Key Responsibilities: Call on lead, Conduct site visits, property inspections, and closure the deals. Identify and advise clients on profitable commercial real estate investment opportunities Conduct market research, financial analysis, and property evaluations to support client decisions. Build and maintain strong relationships with investors, dev...

Leading Bank Hiring Investment Counselor Mumbai Interested pelase call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Job Title Investment Specialist Branch Banking Overall Job Description Strategic / Managerial Responsibilities • Driving Investment Products through Relationship Managers of Branches • Assist in investment portfolio asset allocation of customers • Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc • Ensure robustness, scalability & sustainability of investment business in channels to build AUM(Investments & Margin book- Broking ) & SIP book Core responsibilities • Responsible for achieving channels Investment Fee, S...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Counsellor - CTC up to 25Lacs fixed Age 35 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 Officers training D...

**Job Description:** As a Debt Negotiator at the Noida office, your primary role will involve assessing clients" financial situations, offering advisory support, maintaining accurate documentation, ensuring regulatory compliance, and collaborating with various teams to resolve disputes. Your ability to negotiate effectively and communicate clearly will be crucial in helping clients manage their debts and achieve financial stability. **Key Responsibilities:** - Evaluate financial documents and propose optimal resolution strategies for clients. - Guide clients on debt management practices, financial planning, and budget optimization. - Prepare, maintain, and update accurate records of communic...

Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions. Build ...

As a part of the Document Collections team at Addepar, you will play a crucial role in ensuring that all client fund documentation is collected from various sources within SLAs and uploaded into Addepar. Your primary responsibility will involve extracting documents from different sources and uploading them into Addepar. Additionally, you will be responsible for monitoring data connections to ensure any failures are promptly addressed. This role requires daily communication with various teams and stakeholders across the organization. **Key Responsibilities:** - Serve as a "player/mentor" to contribute to and supervise a successful team of Alternatives Document Collection Operations Analysts. ...

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our business! Why Join Us? At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be the most admired and respected firm in our sector, offering a participatory environment where you can collaborate, innovate, and drive real impact in the industry. What You'll Do: As a Wealth Relationship Manager, you'll be at the forefront of our growth and success, responsible for: 1. Building Strong Client Relationships: You'll be ...

Responsibilities: * Manage portfolios for HNI clients * Provide investment advice & mutual fund solutions * Oversee financial planning & risk management * Ensure compliance with regulatory standards Health insurance Sales incentives Referral bonus Retention bonus Leave encashment Mobile bill reimbursements

Job Description Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Build strong relationships with clients by understanding their goals and offering personalized financial solutions Guide individuals in making informed financial decisions for long-term financial well-being Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs Stay ahead of market trends, regulatory changes, and industr...

Job Description Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions, Guide individuals in making informed financial decisions for long-term financial well-being, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Qualifications & Skills Bachelors...

Must have team handling exp, Own self built AUM, Investment products, sales &Advisory, equity advisory, Structured products, Client acquisition, Own team, activation and cross selling, brokerage generation. Must have exp in handling advisors team. Required Candidate profile Must have team handling exp, self built AUM, Investment products, sales &Advisory, equity advisory, Structured products, Client acquisition, Own team, activation, cross selling brokerage.

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

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

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 - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Mutual Funds B2B Sales (Mumbai) Job Location: Mumbai,Maharashtra Experience Required: 3 to 8years CTC Offered: Up to 15LPA Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-info...

Role Overview: As a Senior Director for the Global office in Bangalore, you will be pivotal in driving business growth and ensuring operational efficiency. Your strategic mindset, leadership skills, and expertise in the Global business market will be crucial in expanding the client base and service offerings. Key Responsibilities: - Oversee and manage Global office operations to ensure alignment with business goals. - Develop and implement strategic growth plans for expanding presence in the Global market. - Identify and nurture new business opportunities, partnerships, and client relationships. - Lead business development initiatives, client engagements, and service delivery processes. - Pr...

Company Description Pramerica Life Insurance Limited is committed to protecting its customers and their loved ones, helping them achieve their dreams and aspirations. Operating since September 01, 2008, in India, Pramerica offers a range of insurance products through multiple distribution channels tailored to meet the diverse needs of customers. The company focuses on providing protection and quality financial advice to ensure overall financial security. Pramerica Life Insurance Limited is headquartered in Gurgaon, Haryana, and operates across India. Role Description This is a part-time on-site role for a Financial Advisor, located in Patna. The Financial Advisor will be responsible for prov...

Company Description ICICI Home Finance Company Limited (ICICI HFC) is one of the fastest growing home finance companies. We aim to make home ownership a reality by providing home loans and other key financial services such as Fixed Deposits and Loans Against Property. Our 200+ branches have friendly, helpful local experts to support you in achieving your financial goals. If you've faced challenges securing a home loan before, ICICI HFC is here to help! Role Description This is a full-time, on-site role for a Senior Relationship Manager at ICICI Home Finance Company Limited, located in Hadapsar Pune. As a Senior Relationship Manager, you will be responsible for developing and maintaining rela...

Leading Broking Firm Hiring Wealth Managers ACROSS INDIA Interested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Locations: Delhi (Connaught Place, Bhikaji ), Noida/ Gurgaon Bangalore Chennai Hyderabad Mumbai Kolkata Pune Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and C...

This position will involve assisting in the delivery of the Firm s Fund Solutions and Restructuring services based in Mumbai New Delhi. Typical assignments will include participating in fund and restructuring advisory, asset wind down support and business development initiatives. Our Fund Solutions and Restructuring professionals serve as financial advisors to fund managers, companies, financial sponsors, lenders, creditors and other interested parties in special and distressed situations across virtually every industry and every situation throughout the business life cycle. As a Senior Associate, Fund Solutions, Restructuring, you will be responsible for supporting the Fund Solutions and Re...

Business Development Manager: Financial Advisory Services for Mumbai, Delhi, Kolkata, Bengaluru, Chennai Qualification MBA Marketing or any equivalent master s in business development, preferably with exposure to financial products Experience 2 / 5 years in marketing of wholesale financial products / experience in Financial Consultancy. Expertise in selling the financial products to corporates, interacting, discussing and finalising deals with CFO, CEO and other senior officials in corporates and lenders. Fluency in written and spoken English. Research emerging markets and customer needs Work regularly on generating prospects along with nurturing the leads provided by the company A. Developi...

Looking for Enthusiastic, Well Spoken Youngsters to be a part of our energetic team at our head office in Mumbai. The Candidate must be outspoken, looking to make a career in the Banking and Financial Services Industry and hungry for growth. We are presently recruiting for a Business Development profile and are looking for candidates who can drive our Growth further. We are open to hiring Candidates across most streams with Graduation being the basic requirement. Preference will be given to candidates with 1-2 years of work experience in Sales/Business Development profiles. Freshers who feel they can excel in their work may also apply. Your Take home salary will comprise of an In Hand Fixed ...

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance