34 Investment Advice Jobs

As a Wealth Manager / Asset Desk Manager at our company, your primary role will involve managing the investments relationship of our clients and being responsible for the overall growth of the Investment business. Your key responsibilities will include: - Providing investment advice and solutions to customers - Educating and clarifying customer queries on our standard products To qualify for this position, you should have a minimum of 4-15 years of experience and hold a Graduate/PG degree in MBA Marketing or an equivalent field. In addition to the responsibilities mentioned above, you will also be entitled to the following benefits: - Cell phone reimbursement - Health insurance - Provident F...

As a Relationship Manager at Mehak Wealth Management Private Limited, your role will involve: - Building and maintaining strong relationships with HNI & retail clients. - Providing tailored investment advice across mutual funds, insurance, equities, and other financial products. - Achieving monthly/quarterly targets for sales and client engagement. - Conducting periodic reviews and portfolio assessments. - Staying updated on financial markets and new investment offerings. To qualify for this position, you should have: - A Graduate/Post-Graduate degree in Finance/Business or related fields. - Minimum 2-5 years of experience in wealth management or financial services. - Strong communication & ...

As an experienced Account Manager, your role will involve keeping all accounts related documents up-to-date and ensuring compliance with statutory requirements. Your key responsibilities will include: - Managing the entire accounts team in the absence of the Finance Manager - Overseeing daily banking procedures, including bank reconciliation and managing the organization's current account and overdraft - Handling monthly budget management, cash flow, budgeting, and forecasting for organizational growth - Identifying opportunities for cost reduction and managing inventory effectively - Providing financial insights and analysis to drive business performance - Monitoring metrics, KPI tracking, ...

As a Financial Advisor, your role involves acquiring new clients and increasing engagement with existing clients by providing complete financial planning solutions tailored to their risk and reward appetite. Your primary focus will be on achieving revenue targets for the branch. Your key responsibilities will include: - Cross-selling various financial products such as Mutual funds to new customers and deepening relationships with existing clients. - Developing strategies to expand the client base by offering investment advice. - Building and maintaining long-term relationships with both existing and new clients to increase the Asset under Management for the company. - Managing client portfol...

As a Broking Executive, your primary role will involve managing and maintaining relationships with existing clients. Understanding client needs and providing suitable investment advice will be crucial to your success. You will be responsible for executing buy/sell orders in equities, derivatives, and other financial instruments. Additionally, managing and servicing a portfolio of clients while building strong relationships with them will be a key aspect of your job. Your key responsibilities will include providing real-time market updates and investment recommendations to clients. Regularly monitoring client portfolios and suggesting changes based on market trends will also be part of your d...

As an Equity Analyst at our organization, you will play a crucial role in providing financial guidance on equity investment opportunities. Your primary responsibilities will include gathering and assessing securities data, analyzing company financial reports, assisting with initial public offerings (IPO), providing expert advice on securities, monitoring market trends, and staying updated with industry news. Key Responsibilities: - Gather and assess securities data such as industry-related stocks and bonds. - Analyze company financial reports to evaluate the market performance of existing securities. - Assist in company IPOs, determining stock value, capitalization, and target price. - Offer...

As a Senior Dealer at Aditya Birla Money Limited, your role will be to execute equity and derivatives trades, manage portfolios, provide investment advice, and ensure compliance with regulatory guidelines. Your responsibilities will include: - Executing equity and derivatives trades - Managing investment portfolios - Providing investment advice - Ensuring compliance with regulatory guidelines To excel in this role, you should possess the following qualifications: - Strong knowledge of equity and derivatives trading - Experience in managing investment portfolios - Excellent analytical and decision-making skills - SEBI certification for stock broking - Good communication and interpersonal skil...

As an ideal candidate for this role, you will be responsible for: - Acquiring new HNI and Ultra-HNI clients and nurturing strong relationships - Generating revenue by cross-selling mutual fund products and meeting sales targets - Providing investment advice and effectively managing client portfolios - Ensuring client satisfaction by promptly addressing queries - Staying informed about market trends and conducting analysis to identify investment opportunities - Engaging in business development activities to broaden the client base,

Description The Program Manager-Affluent will be a key member of our Affluent-Service team, working closely with Service teams to manage customer escalations. This role is critical in ensuring customer issues are resolved efficiently, especially when they require attention beyond standard support channels.. The successful candidate will have the opportunity to make a significant impact on the bank's affluent customer segment and contribute to its overall success. Responsibilities Handle high-priority or complex customer complaints that frontline teams cannot resolve. Offer tailored financial solutions, including investment advice, wealth management, and banking services, to meet customer nee...

As a Mutual Fund Sales and Marketing professional at Saumit House, your role involves promoting and selling mutual funds, developing marketing strategies, building client relationships, analyzing market trends, providing investment advice, and effectively communicating with clients to capture the mutual fund sales market. Key Responsibilities: - Promote and sell mutual funds to potential clients - Develop and implement effective marketing strategies - Build and maintain strong relationships with clients - Analyze market trends to identify opportunities - Provide investment advice to clients - Communicate effectively with clients to understand their needs Qualifications Required: - Minimum 4 ...

**Job Description** As a Financial Advisor at Pramerica Life Insurance Limited, your role will involve providing personalized financial planning, retirement planning, and investment advice to clients. Your daily tasks will include assessing clients" financial needs, developing tailored financial strategies, and guiding clients in making informed decisions to secure their financial future while ensuring compliance with industry standards and regulations. **Key Responsibilities** - Assessing clients" financial needs - Developing personalized financial strategies - Providing guidance on investment decisions - Ensuring compliance with industry regulations **Qualifications** - Strong Financial Pl...

Company Description At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team. Our goal is to foster a transformational culture where employees and employers can have value-driven conversations and work together towards shared success. We prioritize building strong relationships and delivering quality service without the need for a sales pitch, setting a benchmark in the industry. Roles & Responsibility: Wealth Relationship Manager (RM) job typically involves managing client relationships, providing investment advice, and assisting clients with wealth management needs. They also play a role in building and maintaining a team of financial adv...

As an Equity Dealer / Senior Equity Dealer at our stock broking team, your role involves executing equity trades for clients, providing investment advice, and managing client portfolios. You will work in a dynamic and fast-paced environment to contribute to the success of our brokerage firm. **Key Responsibilities:** - Execute equity trades on behalf of clients, ensuring timely and accurate order execution. - Provide investment advice and recommendations based on thorough market analysis. - Build and maintain strong client relationships, understanding their investment goals and risk tolerance. - Manage client portfolios by monitoring performance, rebalancing assets, and recommending changes....

As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construct...

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

As a candidate for the position at OneBanc, you will play a crucial role in driving the FinTech revolution of the future. Your responsibilities will include: - Providing strategic direction and vision for the organization, ensuring alignment with its mission, goals, and objectives. - Overseeing financial planning, budgeting, and reporting processes to monitor financial performance and manage resources effectively. - Offering investment advice to clients in accordance with SEBI regulations. - Handling all compliance matters and communications with SEBI. To qualify for this role, you should have: - 5+ years of experience as a Principal Officer in activities related to advice on financial produ...

As a Private Banker/Senior Private Banker with the Global Private Clients division of a rapidly growing Indian financial firm, your role involves building and nurturing strong relationships with high-net-worth clients, understanding their financial goals, and investment preferences. You will drive the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Additionally, you will offer expert investment advice, financial planning services, and collaborate with internal teams to deliver comprehensive financial solutions. Keeping abreast of market trends and economic developments to guide investment strategies and provide timely a...

Greetings! Moneypalm Wealth Private Limited! About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional ser...

Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommen...

As an individual in this role, your main responsibility will be to acquire new clients and enhance engagement with existing clients by offering comprehensive financial planning solutions tailored to their risk tolerance and financial goals. You will be expected to work towards achieving the revenue targets set for the branch. Your key responsibilities will include: - Cross-selling a range of financial products, such as Mutual funds, to both new and existing clients to deepen relationships and increase revenue streams. - Developing strategies to expand the client base by providing sound investment advice to clients. - Cultivating long-term relationships with both new and existing clients to g...

Role Overview: As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Key Responsibilities: - Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and ma...

You are an experienced Wealth Head with a strong background in the stock broking industry, responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Your main responsibilities include developing and maintaining relationships with clients, providing personalized investment advice, managing clients" investment portfolios, conducting market research, staying updated with market trends, generating new business, collaborating with other departments, and meeting or exceeding sales targets and KPIs. To excel in this role, you should have 10+ years of experience as a Wealth Manager in the stock broking ind...

As a professional in this role, your primary responsibilities will include building and nurturing strong relationships with both existing clients and potential prospects. You will be expected to offer personalized advice to clients based on their investment objectives, risk preferences, and time horizons. This will involve providing tailored recommendations on mutual funds and portfolio strategies, covering areas such as retirement planning, wealth accumulation, and other financial instruments. In addition, you will be responsible for monitoring the performance of client portfolios, conducting regular reviews, and suggesting rebalancing actions in line with prevailing market conditions. Your...

As a Relationship Manager at Mehak Wealth Management Pvt. Ltd., you will play a crucial role in building and maintaining strong relationships with both HNI and retail clients. Your responsibilities will include providing customized investment advice across various financial products such as mutual funds, insurance, equities, and more. Achieving monthly/quarterly sales targets, conducting portfolio assessments, and staying updated on financial markets will be key aspects of your role. To excel in this position, you should hold a Graduate/Post-Graduate degree in Finance/Business or a related field, possess a minimum of 2-5 years of experience in wealth management or financial services, and dem...

You will be working as a full-time on-site Senior Dealer for Aditya Birla Money Limited located in Kottayam. Your primary responsibilities will include executing equity and derivatives trades, managing investment portfolios, offering investment advice, and ensuring adherence to regulatory requirements. To excel in this role, you should possess a strong understanding of equity and derivatives trading, along with prior experience in managing investment portfolios. Excellent analytical and decision-making abilities are essential for making informed investment decisions. Additionally, holding SEBI certification for stock broking is a prerequisite for this position. Effective communication and in...