3036 Investment Advisory Jobs - Page 10

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...

Job description Join the team of an Australian-based company providing office management services for small to medium- sized businesses. Our CLIENT is a Financial planning company based in Australia, Initially looking for an Advisers assistant who can assist with daily administration tasks with the view to moving into a paraplanner and/ or financial adviser role in the future. Full training will be provided Roles and Responsibilities: Financial Planning: Assist in the development and maintenance of financial models, forecasts, and budgets. Work closely with Support Staff and Paraplanners to generate compliant Advice. Perform Ad-Hoc financial analysis and projects as required by senior manage...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 8+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Responsibilities: * Provide financial advice on investments & wealth management * Manage client portfolios with mutual funds & products * Ensure compliance with regulatory standards

Position - SVP / VP / AVP / Relationship Manager,Private Bankers- Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum...

Position - SVP /VP / AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Mini...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Role & responsibilities Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Adv...

Responsibilities: * Reaching out to clients for financial products like debt securities, mutual funds and other investment products * Service existing and new clients * Stay updated on market trends * Product/company promotions through social media

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manage...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and a...

As face of Zillion, you will navigate the fast-paced Gurgaon market, bridging the gap between developers and investors/homebuyers. Responsibilities * Consultative Selling * Lead Management * Strategic Site Visits * Closing & Negotiation Health insurance Sales incentives Performance bonus Flexi working

Position Summary: - The Relationship Manager-Wealth 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. PRE-REQUISITES: - l Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up. l Experience of advising clients across asset cla...

Role Overview: The role focuses on building and managing relationships with HNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive new business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions. Key Responsibilities: Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors. Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions. Deve...

Responsibilities: * Lead generation through networking and cold calling * Manage sales pipeline from lead to close * Collaborate with marketing team on campaigns * Meet revenue targets through strategic planning Provident fund

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

We are looking for Business Leaders and Advisors for leading Finance Company Willing to grab unlimited earning opportunity WITHOUT INVESTMENT 30-70% Income on Business Generated - weekly payments Need to attend 3-4 days Training at Company cost Required Candidate profile Self Motivated Matured Professionals / Senior Citizen willing to make Handsome 2nd Income Gradate from Delhi NCR with good communication preferred Good team player and willing to lead the team

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the client's basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regio...

Job Title: Relationship Manager Location: Ahmedabad No. of Positions: 10 Industry Preference: Finance Industry Only Experience Required: Minimum 4 years Salary Range: ?40,000 ?50,000 per month About Supremus Angel: Supremus Angel is a pioneering firm specializing in Early Equities investment opportunities. We bridge the gap between retail investors and high-value ventures, enabling individuals to participate directly in early-stage investments with significant return potential. Our mission is to democratize access to pre-IPO investments, empowering investors to secure their stake in the future of innovation and wealth creation. About the Role: We are seeking experienced and dynamic Relations...