3036 Investment Advisory Jobs - Page 11

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 against ...

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. Mandatory Key Ski...

SVP/VP/ AVP / Relationship Managers , Private Bankers - 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 , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) 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 ...

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.

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.

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...

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 Title: Wealth Manager Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment produc...

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager ( Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team m...

Role & 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 collection....

Job Name PA (Business Unit): Relationship Manager Wealth Job Title: (Job Name) Relationship Manager Business Unit (PA): Wealth Job Purpose : To build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience. Job Responsibilities : Business / Functional Performance (80%) 100% adherence to measurable processes Total Income in Cr. (50%) Net Sales in Cr. (10%) NCA (10%) Liabilities Growth (10%) Customer Engagement & Hygiene (20%) Benchmarked minimum levels of Delivery on products around customer needs Personal Meeting: (5%) 100% Groups to be met in 3 months Contact Management: (5%): 100% Group to be Contacted per Mont...

At Dar , we are committed to delivering innovative, world-class engineering and design solutions that connect people, places, and communities. As a global leader with 18,000 professionals across 59 countries, Dar Group brings together expertise across sectors to shape transformative projects around the world. We are currently seeking highly motivated and experienced Senior Economists to join our Economics Department in Bengaluru . This role will be integral in providing strategic, economic, and financial advisory services to support client visions and guide decision-making across a range of complex and high-impact projects. Key Responsibilities: Develop economic strategies for regional, urba...

Achieve revenue goals through cold calling, networking or meetings Execute sales strategies to achieve business targets Acquiring HNI clients Provide investment advice to new acquired clients Sell wealth management products: MF Stock Broking PMS AIF

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

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 Manageme...

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...

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. Mandatory Key Skills Wealth Management , Relationship Management, I...

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...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Mutual Funds, Private Banking, PMS, AIFs, Capital Markets, Equity Markets etc. Provide investment advisory services to clients by understanding their financial goals and risk appetite. Develop customized investment strategies for each client based on their specific needs. Monitor market trends and economic indicators to make informed decisions about portfolio management. Ensure timely communication with clients regarding investment performance and updates. Desired Candidate Profile 8-13 years of experience in Wealth Management or related field. Strong kno...

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, PMS, Deposits, Loans, & Mutual Funds, etc. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 3-7 Yrs. exp. in HNI Sales/ Portfolio Management/ Retail Liabilities Sales from Banks/NBFCs. sales-oriented & understanding of investment products. Please connect on 7827930908 for more details. Perks and benefits Attractive incentives and career path.

FASTEST GROWING INVESTMENT / WEALTH MANAGEMENT COMPANY IS HIRING FOR BELOW ROLE IN LARGE NUMBERS: CALL ON 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities F ocus on acquiring and managing high-net-worth (HNI) clients, providing comprehensive financial planning, and cross-selling a range of investment products . Wealth Manager Job Location: HYDERABAD Role Overview We are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team. This role is pivotal in guiding and supporting High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients in achieving their financial objectives. The successful candidate will be respons...

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...

As an Equity Dealer/Senior Equity Dealer at our brokerage firm, your role will involve executing equity trades for clients, offering investment advice, and managing client portfolios. You will have the opportunity to work in a dynamic environment and contribute to the success of our team. **Key Responsibilities:** - Execute equity trades for clients in a timely and accurate manner - Provide investment advice based on thorough market analysis - Build and maintain strong relationships with clients - Manage client portfolios, monitoring performance and recommending changes - Conduct market research to identify investment opportunities and risks - Ensure compliance with regulatory requirements a...