25 Investment Advisor Jobs

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...

As a Compliance Officer for an Alternate Investment Fund in Giftcity Gandhinagar (Gujarat), your role will involve the following responsibilities: - Liaising with the GIFT, IFSC, and SEBI authorities to ensure fund-related compliances and reporting are handled effectively. - Ensuring timely reporting and adherence to compliance as per the IFSC and SEBI regulations. - Managing fund accounting, reconciliations, and overseeing the operation of accounting processes and policies. - Preparation of annual and quarterly financial reports for the fund. - Collaborating with external auditors to ensure audits are completed in a timely manner. - Providing assistance in investor reporting and preparing i...

You will be joining a reputable financial services firm that is recognized for providing high-quality advice, personalized service, and utilizing cutting-edge technology. Our establishment dates back to 2008 and currently, we cater to over 50,000 investors with a dedicated team of 100 professionals. As part of our growth strategy, we are actively seeking new members to join our team of Investment Advisors. Your role as a Financial Advisor will involve engaging with investors via phone calls, keeping them informed about the latest investment opportunities, and assisting them in making informed decisions based on various factors. An essential aspect of this position will be to focus on busines...

[{"Salary":null , "Remote_Job":false , "Posting_Title":"AVP Investor Relations (PMS / AIF)" , "Is_Locked":false , "City":"Bangalore" , "Industry":"Financial Services","Job_Description":" At FYERS , we are building anext-generation Asset Management platform with a strong focus on PMS and AIF solutions . This isan exciting opportunity for passionate business development professionals towork with a trusted brand, innovative investment strategies, and a fast-growingdistribution network. This is a high-impact opportunity for seasoned wealthprofessionals to drive asset growth, deepen client relationships, and shape thefuture of alternative investments with a market leader. Key Responsibilities : B...

Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfillment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in bu...

INSTITUTIONAL DEALER Equity Dealer- Institutional Broking Key Responsibilities : - Executing Trade Orders both on BSE/NSE Cash mkt/ Derivatives mkt terminals and on Bloomberg with zero percent dealing error - Having experience of DMA ( one touch/ direct ) trade. - Having Experience to trade on various trading platform like Omnesys / Odin /TCS with risk parameter - Having a knowledge of Algo trading - Having knowledge of BOD and EOD process - Having a knowledge of Mapping of client code on Bloomberg fix - Assisting in brokers empanelment - Prepare and upload beginning-of-day orders' batch files, monitor trade executions, refresh end-of-day orders' batch files. - Develop and maintain a long-te...

About AQR Capital Management Job description: The Team AQR is looking to hire full-time Analysts to join our U.S. Wealth team within the Business Development group. The U.S. Wealth team was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Your Role Specific responsibilities vary from team to team within the U.S. Wealth - Business Development group, but generally include some or all of ...

Key Responsibilities Engage and introduce users to best practice in systematized learning Keep up with and distribute latest tactical knowledge and updates with end clients Build and maintain strong relationships with key stakeholders Negotiate and close deals with clients to achieve sales targets Update and upgrade on continuous basis with latest in Options trading Maintain KRAs for successful fulfillment of daily duties Qualifications Proven track record of success in business development or sales roles Strong communication and negotiation skills Knowledge of the Stock Market/ Options current market trends is a plus Ability to work independently and as part of a team bachelors degree in bu...

Strong understanding of financial markets, investment products, economic principles in India &globally, Analyze financial statements &develop valuation models for different asset classes, Strong research, analytical, and quantitative analysis skills. Required Candidate profile Investment Advisor Level 1&2 - NISM Series XB and XB Certification experience 2-4 yrs as Investment Advisor/ analysis, financial modeling, financial analysis, portfolio management with a reputed Org.

Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mu...

Develop and maintain relationships with clients in the BFSI sector. Understand client financial needs and provide appropriate solutions. Achieve sales targets through cross-selling and up-selling financial products

Develop and maintain relationships with clients in the BFSI sector. Understand client financial needs and provide appropriate solutions. Achieve sales targets through cross-selling and up-selling financial products.

Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

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 clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

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.

Advising Clients for Commodities and Currency products.Punching orders on behalf of clients after their consent.Generating Brokerage.Passing on research calls and engaging clients to trade.Activating clients for Commodities. Required Candidate profile Handling clients PortfolioCross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking. Morning Shift- 8.30-5.30pm

The role would require to train, enable and influence branch team to sell investment products– MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Enable and influence branch teams to cross sell the investment products Help branch team achieve their cross sell targets.

Advising clients on Equity, Derivatives Market Creation of revenue & Activation of clients through effective Advisory order punching, Trade confirmation, Portfolio Management 2 client acquisition in month. Leading Broking House In India Required Candidate profile Co. provide existing clients for advisory Cross Selling of Company another financial Product like Mutual Fund,SIP,PMS, Insurance NISM8 compulsory, If not then you have to Clear before joining the Co.

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

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz 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 & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Required Candidate profile Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. Responsible for generating revenue primarily through brokerage and TPP.

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