1555 Investment Advisory Jobs - Page 10

Responsibilities: Manage client portfolios through investment advisory services. Collaborate with wealth management team on strategic planning. Monitor market trends and risks.

As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on ...

Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...

As an international bank with a history spanning over 170 years, Standard Chartered is dedicated to making a positive impact on our clients, communities, and employees. We are constantly challenging the status quo, seeking new opportunities for growth, and striving to make a difference in everything we do. If you are looking for a purpose-driven career with a bank that values diversity and inclusion, we would love to hear from you. At Standard Chartered, we celebrate individual talents and are eager to see how your unique skills can contribute to our mission. Our core purpose is to drive commerce and prosperity through our diverse workforce, while our brand promise is to be here for good. Th...

About Brand Realty Investors Group: With over 20 years of expertise, Brand Realty Investors Group has become a leader in Investment Advisory, Land Investment, Real Estate Transactions, Development, and Retail Chain Expansion. Our focus is on strategic land investments, bringing together a network of investors with Brand Realty as the lead investor and management partner. We are driven by expertise, ethics, and sustainable growth. Website: https://brandrealty.in/ Why Join Us? We are seeking a dynamic, results-driven Associate Partner to spearhead Business Development & Investor Relations. This is a fantastic opportunity for professionals passionate about wealth management, real estate investm...

Direct Responsibilities : Looking for Wealth Relationship Manager 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 client. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clie...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5-8 Yrs having deep knowledge of MF, PMS and other Equi...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...

1) Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & e...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 y...

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

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...

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management 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...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales p...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & enh...

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.