724 Financial Advisory Jobs - Page 7

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Relationship Manager - Financial Services Experience: Minimum 3 Years Qualification: Any Graduate / Postgraduate Key Responsibilities: Client Acquisition & Relationship Management Identify potential customers and generate leads for loan products and liability accounts. Build and maintain strong relationships with both new and existing clients. Understand customer financial needs and provide tailored solutions. Sales & Product Management Promote and sell financial products, including Personal Loans, Business Loans, Credit Cards, Savings Accounts, and Fixed Deposits . Ensure customer retention by managing liabilities effectively. Achieve sales targets for both loan and liability products. Mark...

Finance Graduates only (Freshers can apply - Excellent Comms) Must have exposure to Financial Products Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM Pick & Drop Cabs provided Immediate joiners or 30-day notice callnwhstaap:8448760516 Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 45000 HR Himanshu 6232535322 Required Candidate profile Excellent Communication is required

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 collectio...

Responsibilities: * Provide financial advice on investments and portfolio management( for mutual funds ) * Manage HNIs' wealth through comprehensive planning for mutual funds Employer contact - Jayant( 7982605331 ) Health insurance Life insurance Sales incentives Performance bonus Referral bonus Leave encashment

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. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing...

Role & responsibilities Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the familys objectives. Conduct due diligence on investment opportunities and provide financial analysis and risk assessments. Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets. Prepare investment summaries and presentations for family principals and advisors. Maintain detailed investment records and ensure compliance with applicable regulations and family policies. Track and report on portfolio performance, asset allocation, and market trends. Prepare d...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Assist with onboarding workflows including account setup, custodian paperwork review and CRM updates. Analyse and manage advisor workflows, compliance checklists, and operational task Prepare detailed reports Assistance in Portfolio Services Provident fund

Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance

Key Responsibilities: Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients Advise clients on financial products, securities, funds, assets, and portfolio management Analyze financial data and market trends to identify investment opportunities aligned with clients goals and risk tolerance Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters Monitor client portfolios and provide regular performance updates Ensure compliance with regulatory requirements and internal policies Desired Candidate Profile: Strong understanding of investment principles, portfolio structuring, and finan...

As a Legal Executive at Agarwal & Dhandhania (AD), you will be responsible for managing legal matters related to loan recovery, dispute resolution, and other legal proceedings. Your role will involve drafting and reviewing legal documents, providing legal advice, and representing the company in legal forums. This full-time on-site position is based in Surat, Gujarat. To excel in this role, you should have proficiency in Law, specifically the SARFAESI Act and Arbitration Act. Experience in legal document preparation and legal advice is essential. Strong analytical and problem-solving skills are required to navigate complex legal issues effectively. Excellent written and verbal communication s...

As the ideal candidate for this role, you will be responsible for developing and managing relationships with Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors, and Trusts, including charitable and retiral entities. Your primary focus will be on sourcing business from these entities to achieve the Annual AUM/Net Sales Target of the assigned Location/Regions. In addition to relationship management, you will also be involved in the hiring and team management process. This includes recruiting quality Key Account Managers and ensuring their productivity through continuous mentoring and training initiatives. You will play a crucial role in driving ...

As an RA/RIA Partnership Manager at StockGro, you will play a pivotal role in our vision of empowering Indian millennials with investment knowledge. StockGro, India's leading stock market education platform, aims to make trading and investing accessible to all users, from beginners to seasoned traders. You will be at the forefront of identifying and collaborating with the right partners in the advisory business to drive high impact and align with StockGro's mission. Your responsibilities will include: - Identifying RIA partners who resonate with StockGro's vision and audience. - Building and maintaining relationships with financial experts, including SEBI-registered Research Analysts (RA) an...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - 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...

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 750,000 customers nationwide and growing a dynamic global team of 500 people. Our missionTo fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fa...

Job Title: Vice President - Wealth Management Company: Bajaj Capital Ltd Location: Pune, jaipur & Ahmedabad Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India’s most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. Role Overview The Weal...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady ...

As a Sr. Private Wealth professional based in Mumbai, you will have the opportunity to work full-time on-site. Your core responsibility will be managing and expanding a portfolio of Ultra high-net-worth clients through the provision of comprehensive wealth management and financial advisory services. You will lead a team of Private Wealth Managers, overseeing their day-to-day activities which include developing tailored investment strategies, conducting financial analysis, and ensuring client accounts are in line with investment objectives. Collaboration with internal teams, engagement in business development initiatives, and mentoring junior team members will be key components of your role. ...

About KPMG in India KPMG entities in India are professional services firms affiliated with KPMG International Limited. Established in August 1993, KPMG in India leverages the global network of firms and possesses extensive knowledge of local laws, regulations, markets, and competition. With offices in multiple cities across India, including Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara, and Vijayawada, we offer services to national and international clients across various sectors. We aim to deliver rapid, performance-based, industry-focused, and technology-enabled services that demonstrate our understanding of global and...

As a High-Net-Worth Individual Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will be entrusted with the responsibility of nurturing relationships with high-net-worth individuals. Your role will involve offering expert financial research and advisory services, aiding in maximizing investment returns, and providing customized investment recommendations across various asset classes. To excel in this position, you should possess a strong background in Wealth Management, Financial Advisory, and Investment Services. Client Relationship Management and Communication skills are paramount as you engage with affluent clients. An understanding of Investment Banking, Insurance Brok...

KPMG entities in India are professional services firm(s) affiliated with KPMG International Limited, established in August 1993. Our professionals leverage the global network of firms, familiar with local laws, regulations, markets, and competition. With offices across various cities in India, we offer services to national and international clients across sectors. Our goal is to provide rapid, performance-based, industry-focused, and technology-enabled services that showcase our global and local industry knowledge and experience in the Indian business environment. KPMG is a global network of professional firms providing Audit, Tax, and Advisory services in 156 countries with 152,000 professi...