385 Financial Advisory Jobs - Page 7

#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 #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. 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

*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.

* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *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.

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Desired Candidature Must have relevant work experience in a Wealth management/Private Banking platform. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectivesEnsure clarity of Business objectives among staff Adherence of sales process & Operational Checklist. Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Achievement of Business Targets Achievement of Income and contribution targets Achievement of Incremental Current Account & Saving Account targets Cost to Income Ratio benchmark Cross Sell Products like Demat, Credit Cards, Mutual Funds, Insurance, Investment Advisory, and Assets etc. Ensuring Portfolio Growth Ensuring Cross Sell Ratio. Program / Channel Management Managed program(Wherever Applicable) Ensuring Revenue generating roles Channel overall target achievement (Wherever Applicable) Ensuring HNW Portfolio Management and customer service (Wherever Applicable) Ensuring achievement of cross sell Ratio Complains and Customer Management Ensure all components of the branch sales model function as per design and regulatory compliance. Complaints Handling . Process adherence (Sales/Audit/RISK/Operation) BRM - SQ rating Targeted growth of existing portfolio Attrition Control as confirmed for portfolio growth Percentage of depleted accounts TAT delays Effective resolution of complaints from Next Step & Talisma. Review and resolution of offsite ATM complaints Organising customer meets to solicit feedback on service and products Mystery Shopping Ratings Ensuring Contact Ratio Ensuring Cross Sell Ratio Review of all CRM and ensuring adherence and TAT. People Management Staff Turnover Staff Motivation and morale Training - staff is exposed to skill based, product knowledge based and . Productivity of Coex/LSE on CASA/Demat/Credit Cards (A) Operational knowledge based training Staff productivity management Review and Control Review vault /Vault& Key register, Monitor Physical verification of cash (Periodic). Audit Rating No frauds / Operational Errors . Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectives Ensure clarity of Business objectives among staff Adherence of sales process. Competency Execution Excellence: Planning Continuous improvement Quality Result Business Knowledge Managing people & Relationships: Collaboration Customer delight Promoting HDFC Values Coaching Conflict Resolution Personal Effectiveness: Ownership Feedback and Active listening Clarity of expression Analytical Ability Influencing Decision Making Assignment of Work Liaison with external customers, retail marketing, audit, IT, product development group, retail operations, clearing, currency chest, ATM vendors, other functional heads on case to case basis, and RBI officials Educational Qualifications Key Skills Graduation: (Min) Certifications: AMFI Certification(Optional) IRDA Certification(Optional) NCFM Certification (Optional) Internal Certification-NR Modules-(Optional)) Strategic Vision Business Understanding Planning &Organizing Initiative Decision Making Numerical and Analytical Ability Accuracy Develop Subordinates and team Communication Response Time Sales / Marketing skills Interperonal skills Hands on approach Aggressive Listening skills Ability to work under pressure Team Player Confidence Adaptability Influencing skills Monitoring skills Implementing skills Mentoring Experience Required Minimum experience in years 3 to 10 yrs Exposure to banking preferable Major Stakeholders (intra team and other cross functional stakeholders, who would need to be interacted with for discharging duties) Customers, Admin/Infra/HR ,retail marketing, audit, IT, product development group, retail operations, clearing, currency chest, ATM vendors, other functional heads on case to case basis, and RBI officials Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank, Manohar Plaza ITPL Main Road, Survey No 7/1 Katha No 418/1, Near Kudalahalli Gate BEML Layout, Brooke Fields Main Road ITPL Road, Bangalore 560066 (Branch Code - 1472) Date : 08th Jul'25 (Tuesday) Timing - 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Job Title: Wealth Manager Investment Advisory (PMS, AIF, Equity) Location: Kolkata Experience: Minimum 1 year in wealth management/investment advisory Industry: Wealth Management / Financial Advisory / Investment Products About the Role We are looking for a client-facing Wealth Manager in Kolkata who is passionate about delivering high-quality investment advice to HNI clients. The ideal candidate has at least 1 year of experience in investment product distribution or advisory , particularly in PMS, AIFs, SIPs, and equity portfolios . If you're ready to step beyond mutual funds and offer holistic wealth solutions with access to high-end products and a transparent platform, this is the opportunity to accelerate your career with Alpha. Key Responsibilities Engage with HNI clients to understand their financial goals and risk preferences Recommend suitable investments across PMS, AIFs, Mutual Funds, SIPs, Bonds, and Equities Assist in onboarding and documentation for all investment products Conduct portfolio reviews and ensure timely communication and follow-ups Coordinate with internal teams to ensure seamless transaction execution and service delivery Stay updated on market trends, product launches, and regulatory changes Build and maintain strong, trust-based client relationships Who We're Looking For 1 to 4 years of experience in investment advisory / wealth management / broking / AMC Hands-on knowledge of PMS, AIF, SIPs, Equity (training support available for PMS/AIF sales processes) Strong communication skills in English + Bengali or Hindi Proficiency in CRM, MS Excel/Google Sheets, and email communication NISM VA/MB, MBA/CFP/CFA preferred but not mandatory Strong ethical values, client-first mindset, and career ambition in wealth management Why Join Alpha Be part of a fast-growing, client-first wealth platform Get access to open architecture, premium investment products, research & tools Learn from experienced professionals in PMS, AIF, Family Office, and asset allocation Competitive fixed + variable payout with long-term growth path Based in Kolkata with full support from central investment, research, and operations teams

Business Development Executive: o Identify and approach potential clients, Pitch CRISIL s assessment, grading, and other solutions tailored to client requirements. o Achieve monthly and quarterly sales, Conduct presentations, meetings, and product demonstrations to stakeholders. o Build and maintain long-term relationships with key decision-makers. o Ensure post-sale service delivery coordination and client satisfaction. o Track market trends, competition activity, and client feedback. o Maintain accurate records of leads, opportunities, and sales activities. o Prepare weekly and monthly sales reports for internal review. Preferred: Prior experience with credit rating agencies, financial advisory, or consulting firms Ability to travel frequently for client meetings 2-5 years of experience, preferably in financial services, ratings, or consulting Please note: This is a third party payroll opportunity.

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Business Development Executive: o Identify and approach potential clients, Pitch CRISIL’s assessment, grading, and other solutions tailored to client requirements. o Achieve monthly and quarterly sales, Conduct presentations, meetings, and product demonstrations to stakeholders. o Build and maintain long-term relationships with key decision-makers. o Ensure post-sale service delivery coordination and client satisfaction. o Track market trends, competition activity, and client feedback. o Maintain accurate records of leads, opportunities, and sales activities. o Prepare weekly and monthly sales reports for internal review. Preferred: Prior experience with credit rating agencies, financial advisory, or consulting firms Ability to travel frequently for client meetings 2–5 years of experience, preferably in financial services, ratings, or consulting Please note: This is a third party payroll opportunity.

We Are Hiring Now: Customer Support International Voice Process Customer Support – International Voice Process Location: Bangalore Shifts: Rotational (Including US Night Shifts) Joining: Immediate Joiners Preferred Qualification: Full-time Graduates Experience: 1 - 4 Years Step into the World of Global Finance Are you ready to be the voice of a leading Investment Management & Banking support team? Join Infosys BPM and become a trusted partner to international clients in the financial services space. What You'll Do: Handle international customer queries (voice) in a timely, professional manner Assist with investment account-related concerns, product support, and transactions Work with high-value clients in Investment Banking / Wealth Management Record, escalate, and resolve issues using CRM/ticketing tools Collaborate with global teams in a 24x7 high-performance environment Escalate complex issues following defined protocols Maintain professionalism while dealing with high-value international clients Preferred Candidate Profile: Immediate joiners or candidates with short notice periods Prior experience in voice-based customer service, especially in BFSI domain Understanding of investment-related terminology and client servicing etiquette What You Bring: Fluent English Communication Skills (International Standards) Knowledge or interest in Investment Banking, Portfolio & Wealth Management 1 - 4 years of voice process/customer support experience preferred Strong problem-solving and customer-first mindset Flexibility for night shifts & willingness to work from office Why Choose Infosys BPM? Work with global financial clients Work with a global leader in BPM services Learn from the best in FinTech customer support Competitive salary, incentives & shift allowances Career development & learning opportunities Fast-track hiring for IMMEDIATE JOINERS Ready to Apply? Send your updated resume to: pc.sriram@infosys.com Subject Line: “Application for International Voice – Investment Support” Kindly Include the Following Details in Your Email: Full Name: Email ID & Mobile Number: Graduation Details (Degree, Year, University): Date of Birth: Post-Graduation (If applicable): Total Work Experience (in years): Relevant Experience (Customer Support): Current/Previous Company: Current CTC: Expected CTC: Notice Period: Current Location: Comfortable with Night Shift? (Yes/No): Join a team that’s redefining customer excellence in the financial world. Your career in global finance starts here! Warm Regards, Talent Acquisition Team Infosys BPM Ltd. Human Resources | INFY HR www.infosysbpm.com Bangalore | Global Locations Transforming Talent | Empowering Careers

1. Client Acquisition & Onboarding Acquire new HNI/Retail clients by calling the prospects who attended investor meets, references from existing clients. Understand client risk profile, investment goals, and income patterns to offer appropriate product baskets. Complete client onboarding process including KYC, FATCA, CKYC, and risk profiling documentation. 2. Relationship Management Act as a single point of contact for client portfolio queries, trade executions, and service needs. Conduct periodic portfolio reviews and suggest necessary changes based on market dynamics and life events. Increase engagement by recommending new products and solutions based on changing risk appetite and goals. 3. Investment Advisory (Non-Discretionary) Advise clients on direct equities, mutual funds (SIPs, lump sum), ETFs, bonds, fixed income products, PMS, AIFs, and insurance as per suitability. Explain rationale behind each product recommendation using market data, fund fact sheets, and research notes. Monitor portfolios using risk-return frameworks and rebalance when necessary. 4. Revenue & Business Development Meet revenue targets across brokerage, distribution, and fee-based income. Track client lifecycle stages and maximize wallet share through goal-based planning. 5. Market Research & Knowledge Update Stay updated with macro trends, equity research, regulatory changes (SEBI/AMFI/IRDAI). Read research reports, market updates, and product notes to be prepared for client discussions. Share weekly/monthly insights and newsletters with clients to maintain top-of-mind recall. 6. Compliance & Documentation Ensure all transactions and advisory activities are compliant with SEBI and internal policies. Maintain call reports, transaction records, and advisory rationales for audit trails. Promptly resolve client grievances within TAT and escalate when needed.

Dear candidates, Greetings From Symmertical !!! Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager. Role & responsibilities Client Relationship Management with Private banking, wealth Management, HNI clients: Build and maintain strong relationship Engage with clients Identify opportunities Maintain existing networks and relationship-building to acquire new clients Financial Planning Conduct in-depth financial assessments. Optimize portfolios Taxes, investments Monitor and review financial plans Preferred candidate profile Experience in financial planning and wealth management in India. Proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Please share your updated CV with below-mentioned details:- Highest Educational Qualification (Years of completion): Current Company/Designation: Work Experience (Total): Current Location: Current CTC: Expected CTC: Notice Period: Reason for change: Interview Availability: Please share mentioned above details on monika@symmetricalglobal.com Contact Person: Monika Sain

Description Job Responsibilities: Liaison among stakeholders to analyze , prioritize , communicate and validate requirements for search. Create comprehensive , accurate business and functional requirements and present them clearly to the stakeholders. Develop an in - depth understanding of applications , understand the data model and its mapping to the various business processes. Keep the business requirements for the application updated over time. Role Holder Profile Experience Minimum 5 years experience in Requirement gathering, Requirement Analysis and documentation. Experience in creating functional and non-functional requirements Experience in implementing Use Cases, Use Case Modeling, and other UML artifacts Domain knowledge on Investment Banking/Wealth Management would be a an added advantage. Competencies Ability to working in a team-oriented, collaborative environment demonstrating strong teamwork and interpersonal skills Ability to handle and prioritize multiple tasks in a fast-paced team environment without losing attention to details. Data analysis, data verification, and problem-solving abilities Technical / Functional Skills Strong understanding of project life cycle methodology and procedures Demonstrated experience in using industry standard toolsets to deliver various initiatives Familiar with the Agile Methodology Education B Tech / MCA / PG in Computer Science About Us: Envestnet is a leading independent provider of technology enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid sized financial advisory firms and larger financial institutions. Envestnets technology is focused on addressing financial advisors front, middle, and back office needs while leveraging our platform to grow their businesses and expand client relationships. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Description Job Responsibilities: Liaison among stakeholders to analyze , prioritize , communicate and validate requirements for search. Create comprehensive , accurate business and functional requirements and present them clearly to the stakeholders. Develop an in - depth understanding of applications , understand the data model and its mapping to the various business processes. Keep the business requirements for the application updated over time. Role Holder Profile Experience Minimum 5 years experience in Requirement gathering, Requirement Analysis and documentation. Experience in creating functional and non-functional requirements Experience in implementing Use Cases, Use Case Modeling, and other UML artifacts Domain knowledge on Investment Banking/Wealth Management would be a an added advantage. Competencies Ability to working in a team-oriented, collaborative environment demonstrating strong teamwork and interpersonal skills Ability to handle and prioritize multiple tasks in a fast-paced team environment without losing attention to details. Data analysis, data verification, and problem-solving abilities Technical / Functional Skills Strong understanding of project life cycle methodology and procedures Demonstrated experience in using industry standard toolsets to deliver various initiatives Familiar with the Agile Methodology Education B Tech / MCA / PG in Computer Science About Us: Envestnet is a leading independent provider of technology enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid sized financial advisory firms and larger financial institutions. Envestnets technology is focused on addressing financial advisors front, middle, and back office needs while leveraging our platform to grow their businesses and expand client relationships. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Pleasing and positive attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Share me resume on - charvi.a@ipsgroup.co.in.

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 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Preferably IMMEDIATE JOINERS Job Description Designation - Relationship Manager (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 2 LPA - 7 LPA Other Perks : Attractive Incentives + Contest Rewards + Foreign Trips Location - Coimbatore, Madurai and other locations across Tamil Nadu Please share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

Job Description - Designation - Relationship Manager/ Sr Relationship Manager As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 3 lpa to 6.5 lpa Location- Coimbatore, Madurai, Trichy, Karur, Tirunelveli, & Salem Please share your resume on - r.sharumathi@bajajcapital.com

Role Overview We are looking for a passionate and detail-oriented Content Specialist to join sales team to foster Learning & Development. This role will focus on designing and delivering high-quality educational and training content for internal sales teams, mutual fund distributors, and investors. The ideal candidate should have strong subject matter expertise in wealth management, mutual fund products, and behavioral finance, with a flair for simplifying complex financial concepts into engaging learning formats. Key Responsibilities Content Creation : Develop engaging, compliant, and insightful content on mutual fund products, personal finance, and investor behavior. Create presentations, articles, learning modules, newsletters, and video scripts tailored to different stakeholder audiences (internal teams, MFDs, banks, investors). Collaborate with the product, marketing, and compliance teams for accurate and timely dissemination. Training Support : Assist in designing and conducting training programs for internal teams and external partners. Support the delivery of training via in-person sessions, webinars, and digital formats. Curate investor education material aligned with regulatory guidelines and market trends. Thought Leadership & Research : Stay updated on trends in mutual funds, financial planning, behavioral finance, and investor communication. Contribute to DSP s investor education initiatives (e.g., DSP Netra, newsletters, podcasts, social content). L&D (HR) Collaboration : Work with the Learning & Development team to build impactful training journeys and upskilling programs. Evaluate learning effectiveness and gather feedback for continuous improvement. Required Skills & Qualifications 5-7 years of experience in content development and/or training in asset management or financial services. Strong grasp of mutual fund products, personal finance, and investor behavior principles. Excellent written and verbal communication skills. CFP certification (preferred). Prior experience in an AMC or financial advisory environment is desirable. Ability to work collaboratively across functions and manage multiple projects simultaneously. Creative thinker with attention to detail and a passion for simplifying finance for broader audiences.

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management (AVP / VP / Sr VP) Experience - 13+ yrs Location - Delhi / Mumbai /Ahmedabad / Pune / Kolkata Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L of his team. Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high Maintaining profitability targets by ensuring good IRR and cross sell Identifying streams for revenue growth & developing business plans to build consumer preference Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Job Strong knowledge of banking and financial services, including broking and investment banking. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and achieve sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience in cross-selling products and services, with a focus on customer satisfaction. Ability to work independently and as part of a team, with a strong sense of initiative and self-motivation. Additional Info The role is based at Videocon Towers, MM*, Delhi.

We are looking for a skilled Relationship Manager with 2 to 7 years of experience to join our team in Mumbai. The ideal candidate will have a strong background in corporate and investment banking, with excellent client relationship management skills. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Job Minimum 2 years of experience in sales or relationship management, preferably in the banking or financial services industry. Strong knowledge of corporate and investment banking products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in cross-selling other products is an added advantage. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, providing expert advice and solutions to its clients. We are committed to delivering high-quality service and building long-term relationships with our customers.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 3 to 8 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Maintain effective client relationships to originate business and service client needs in corporate and investment banking. Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Job Minimum 3 years of experience in sales, preferably in the banking or financial services industry. Strong knowledge of corporate and investment banking, including financial products and services. Excellent communication and interpersonal skills, with the ability to build strong client relationships. Ability to work in a fast-paced environment and achieve individual targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience in cross-selling other products and services is an added advantage. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, providing expert advice and solutions to its clients. We are committed to delivering high-quality service and building long-term relationships with our customers.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 3-4 years of experience in Infrastructure/Project Finance. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Cross-sell other products to existing clients. Job CA/MBA with 3-4 years of experience in Infrastructure/Project Finance role. Possess good knowledge about clients and products, along with updates on the sector. Demonstrate superior communication skills, both oral and written. Exhibit good interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.