42 Investment Advisor Jobs - Page 2

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