1054 Financial Advisory Jobs - Page 7

Urgently looking for Preferred RM Head across locations Responsibilities: Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requ...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Tamil Nadu & Kerala If interested Please send your cv to varadarajan.dittakavi@bajajcapital.com / +91 7845390817 JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Tamil Nadu & Kerala Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIB...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @ Chennai If interested Please send your cv to harini.sree@bajajcapital.com JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospect...

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 Leave encashment Mobile bill reimbursements Referral bonus Retention bonus Sales incentives Life insurance Travel allowance

As a Planner Advisor at Dilzer Consultants Pvt Ltd., you will play a vital role in providing financial advisory services, conducting thorough financial research, and formulating comprehensive financial plans. Your responsibilities will include: - Meeting with clients to understand their financial goals - Analyzing financial data to develop personalized strategies for wealth creation and preservation - Monitoring clients" portfolios to ensure alignment with their objectives - Regularly communicating updates and recommendations to clients - Utilizing your Financial Advisory, Wealth Management, and Financial Planning skills - Applying your experience in conducting financial research and analysi...

Role Overview: As a Senior Account Associate at ScaleX Business, located in Bengaluru, you will play a crucial role in managing client accounts and ensuring their financial success. Your main responsibilities will include: Key Responsibilities: - Managing client accounts, overseeing financial reports, and ensuring compliance with regulatory requirements. - Conducting in-depth market research to provide valuable insights to clients. - Offering financial and regulatory advisory services to assist clients in making informed decisions. - Collaborating with internal teams to develop customized solutions for clients. - Working closely with clients to understand their needs and develop strategies f...

As a Senior Business Development Executive at Treeline Corporate Services, your role involves generating new business opportunities, maintaining client relationships, and identifying potential leads. You will be responsible for lead generation, account management, and effective communication with clients to understand their needs and offer suitable solutions. Collaboration with internal teams to support business development activities is also a key aspect of your position. Key Responsibilities: - Generate new business opportunities - Develop and maintain client relationships - Identify potential leads - Lead generation - Account management - Communicate effectively with clients - Collaborate...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs 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 Office...

Job Description Head of wealth and Relationship Management (Liquide Black) Location: Bangalore Company: Liquide Industry: Fintech | Wealth Advisory | Investments About Liquide Black - Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment advisory, combining human expertise with AI driven insights. We are seeking a Head of Wealth/Relationship Management to lead and scale our wealth advisory vertical, manage senior client relationships, and build a high-performing team of Relationship Managers (RMs). Key Responsibilities Leadership & Team Management * Build, mentor, and lea...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Kolkata, Guwahati, Mumbai & Pune Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years Industr...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Roles and Responsibilities Manage equity advisory services, including portfolio management, brokerage generation, and equity settlement. Develop and maintain relationships with clients to understand their investment objectives and provide personalized advice on equity derivatives trading. Prepare reports using Excel and PowerPoint to present findings and recommendations to clients. Ensure compliance with regulatory requirements by adhering to NRI guidelines. Accurate and timely execution of orders on terminal. Revenue generation and activation of inactive clients Managing client portfolio and solving client queries. Overall achieving business targets and enhancing client relationships. NISM ...

Conduct internal audits of PMS schemes and Investment Advisory services.Review investment processes, client onboarding, KYC/AML compliance.Verify that transactions.the client mandate and SEBI guidelines. Updates on SEBI regulations, PMS guidelines.

Responsibilities: * Trail Commission Based Job Plus Incentive * No Fixed Salary * Work From Anywhere Anytime * Be your own Boss with Plango India * Ensure compliance with regulatory standards * Distribute financial products through various channels Work from home Sales incentives Performance bonus

Responsibilities: * Trail Commission Based Job Plus Incentive * No Fixed Salary * Work From Anywhere Anytime * Be your own Boss with Plango India * Ensure compliance with regulatory standards * Distribute financial products through various channels Work from home Sales incentives Performance bonus

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 4-10 years of experience in Wealth Product like PMS Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Work timings 9:30 to 6:30 working days -Mon Fri | 5 Days Work type Field / office MAIN PURPOSE OF THE JOB Should be able get in touch with NBFCs, Banks, Corporates, Private Equity Fund houses for Business development of Trusteeship products. Key Responsibilities (KRA): Client Acquisition & Relationship Management – Build and maintain client relationships, generate business. Cross-Functional Coordination – Work with internal teams for seamless service delivery. Business Development & Presentations – Pitch solutions and deliver tailored presentations. Networking & Representation – Attend industry events and expand professional contacts. Market Research & Strategy – Identify opportunities, impl...

Acquire new clients through networking, referrals, and market prospecting. Manage and grow client AUM (Assets Under Management). Provide customized, need-based financial solutions. Achieve defined sales target and business growth targets Required Candidate profile NISM V A certification Prior experience in Wealth management

Position: Investment Portfolio Counsellor Location Open Position Coimbatore, Noida, Vijayawada 1st Round - Regional Head 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: A leading financial institution is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Kolkata/Hyderabad/Chennai Required Candidate profile The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

You will be joining Soul Finspire LLP as an Equity/Mutual Fund Business Development Associate based in Ahmedabad, Gujarat, India. As part of the team, your role will involve identifying and acquiring new clients, providing expert advice on equity/mutual fund investments, assisting clients in creating and managing their investment portfolios, building and maintaining strong client relationships, staying updated with industry trends and market developments, collaborating with the team to achieve business goals, and contributing to overall business growth. Key Responsibilities: - Identifying and acquiring new clients - Providing expert advice on equity/mutual fund investments - Assisting client...

As a Merchant Banker / Key Managerial Personnel (KMP) at Indira Securities Pvt Ltd, your role involves providing financial advisory, capital raising, M&A support, and corporate structuring services while ensuring regulatory compliance. Key Responsibilities: - Capital Raising: Assist in IPOs, rights issues, and private placements. - Mergers & Acquisitions: Conduct due diligence, valuations, and deal structuring. - Underwriting: Manage securities underwriting and syndication. - Corporate Advisory: Guide clients on financial strategies, joint ventures, and compliance. - Risk & Compliance: Ensure adherence to SEBI regulations and mitigate transaction risks. - Relationship Management: Build stron...

We're Hiring: Relationship Manager/ Sr RM, Branch Manager, Business Manager Location: Hyderabad & Chennai Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years In...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Ahmedabad, Indore, Bhopal, Surat & Vadodara Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience...