49 Investment Advisor Jobs

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 6) Ensure all clients are met on a regular basis. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are done per day within your territory.

Equity sales to clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through Advisory products, Investment products, IPO, ETF etc. Acquire & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients. Advising clients...

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 clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

Role Overview: You will be a full-time Investment Specialist based in Lucknow at Workassist. Your primary responsibilities will include analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients in the wealth management industry. Key Responsibilities: - Analyze investments and provide recommendations based on financial expertise - Develop and implement effective investment strategies tailored to client needs - Manage investment portfolios to maximize returns and minimize risks Qualifications Required: - Possess strong analytical skills and a deep understanding of finance - Previous experience in Investments, Investment Strategies, an...

As an Investment Specialist at Workassist in Lucknow, your role will involve analyzing investments, developing and executing investment strategies, and managing investment portfolios for clients. You will be responsible for: - Utilizing analytical skills and finance expertise to make informed investment decisions - Demonstrating experience in Investments, Investment Strategies, and Investment Management - Applying strong problem-solving abilities to address investment challenges - Communicating effectively and building strong interpersonal relationships with clients To excel in this role, you should have a Bachelor's degree in Finance, Economics, Business, or a related field. Workassist is a...

Greetings, We are Hiring for Multiple Vacancies at Shree Mutual Fund Services Pvt Ltd, 1. Designation - Relationship Manager (RM)- Direct Sales Responsibilities > Generate leads and meet client regarding Wealth Management products >Preferably experienced in Direct Marketing field and experienced in MF and Insurance Salary upto -10 Lac Per Annum based on last CTC 2. Designation - Associate Manager (AM)- Telecaller Responsibilities > Make outbound calls and sale related to Investment product and other > Complete calling profile - Fresher and if Experienced in any sales team )Preferably relevant domain or experienced in Telecalling or fresher Salary upto - 4 Lac Per Annum based on last CTC 3 .D...

Role Overview: As an integral part of the team, your role will focus on working in the execution, reporting, and compliance domain. You will play a crucial role in ensuring that team members and clients are aligned on the objectives and processes related to execution, reporting, and compliance. Your dedication to maintaining a high work ethic will not only contribute to the firm's reputation but also influence how clients perceive the firm's integrity in its dealings. Key Responsibilities: - Understand SEBI requirements for Investment Advisor and Mutual Fund Distributor compliance and assist in the implementation of necessary systems and documentation. - Ensure data accuracy and provide supp...

Banyan Tree Advisors is a SEBI-registered Portfolio Management Service (PMS) firm established in 2004, with offices in Bengaluru and Mumbai. As of September 2025, we manage over 6,000 crores AUM for more than 2,000 clients. We follow a value investing philosophy, focusing on investing clients funds in equities of listed companies to achieve sustainable long-term wealth creation. Our consistent and superior performance stems from a disciplined and research-driven investment approach. We are in the process of establishing a new Alternative Investment Fund (AIF) entity - Banyan Tree Advisors Investment Management LLP - headquartered in Mumbai, with a branch office at GIFT City. Role: Principal ...

Dear Candidate, Greetings!! Kindly find the Job Description for the Member Oversight (Inspection) Role and Responsibilities: Audit & Enforcement Experience: Conduct audits/inspections of SEBI-registered intermediaries and handle regulatory compliance or enforcement actions within the securities market, including Exchange or Depository compliance. . Manage SEBI Circulars & Compliance: Ensure organizational compliance with SEBI circulars and manage compliance functions for SEBI-registered intermediaries (e.g., stockbrokers, Investment Advisors, Research Analysts). Compliance Monitoring: Evaluate adherence of market participants to stock exchange rules, SEBI regulations, and securities laws. Re...

Seeking a detail-oriented Portfolio Analyst to support investment decision-making. Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals. Required Candidate profile CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicing Strong analytical skills, goal-based planning knowledge

In this role you will be working as a member of the Compliance Team and be responsible for the day to day administration of compliance related activities for Principal Financial Group Activities may involve the compiling and correlating of legal and compliance data, conducting research and analysis, and aiding in the development, implementation and maintenance of policies, procedures and controls, and other firm and investment compliance functions Support global investment initiatives through participation in projects, process reviews and/or system enhancements Incumbent should be open to hybrid and remote working models as well as multi work day schedule options Note: Essential Functions % ...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial liter...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial lite...

Equity sales to clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through Advisory products, Investment products, IPO, ETF etc. Acquire & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients. Advising clients...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 6) Ensure all clients are met on a regular basis. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are done per day within your territory.

Greetings, We are Hiring for Multiple Vacancies at Shree Mutual Fund 1. Designation - Relationship Manager (RM)- Direct Sales Responsibilities > Generate leads and meet client regarding Life Insurance / Health Insurance and Wealth Management products Salary upto -15 Lac Per Annum based on last CTC 2. Designation - Associate Manager (AM)- Telecaller Responsibilities > Make outbound calls and sale Insurance - Life, Health and SIP > Complete calling profile - Fresher and if Experienced in any sales team Salary upto - 4 Lac Per Annum based on last CTC All the vacancies work Location is Chennai (Guindy) Office Timing - 9:30-6:30 Working day - 5 Days (Monday - Friday) Preferred candidate profile >...

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.

Role Overview: As a Relationship Manager in the banking industry, your primary responsibility will be focused on Mutual Fund Sales. You will be responsible for advising distributors on suitable products based on their investors" requirements. It will be essential to analyze the asset allocation of distributors to customize your approach for focused selling. Building visibility with distributors through various communication channels such as telephone calls, one-to-one meetings, regular dissemination of marketing material, and group meetings with distributor RM/clients is crucial. Additionally, staying updated on various products and market situations is key to your success in this role. Key ...

ProAlpha Capital was formed in 2016 to implement market-neutral, quantitative and systematic trading strategies that its team had been developing since 2008 and advising for outside investors since 2011. ProAlpha focuses on statistical quantitative strategies aimed at the Indian market. The firm, an investment advisor registered with the Securities and Exchange Board of India ("SEBI") and located in Mumbai, currently advises and advises high net worth individuals, family offices and Corporates across various strategies. Trader Job Description Actively passing the trades to ProAlpha clients / Clients broker Using API to trade using order management system of multiple brokers Monitoring of str...

The Business Management team partners closely with the U.S. Wealth leadership group to drive forward the strategic agenda for the business. The team is responsible for managing cross-functional initiatives, tracking key business metrics, and delivering analytical and operational support across the organization Your Role Produce recurring management reporting across products, sales teams, and distribution channels, with a particular focus on deliverables for senior sales team leadership Generate customized outputs for RIA and Broker-Dealer teams Run ad hoc analyses on the state of the business to identify trends, highlight risks, and surface areas for further investigation Partner with senior...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...