2222 Investment Advisory Jobs - Page 11

1) Team Building, Engagement & Development: a) To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. b) Meeting the Competition Teams and doing Competition Talent Mapping. c) Engaging the FPDs and keeping them. 2) To ensure effective risk management & policy adherence 3) To ensure customer management & engagement: a) To plan and execute local area programs and referrals programs b) To focus on retention of customers, higher revenue generation and referral activities. c) To continuously scan the local market penetration & competitive offerings & report on emerging tre...

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PM...

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PM...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk . In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across a diverse range of investment products. Key Responsibilities Achieve the revenue targets set for the NRI Team. This involves broking across Equity, Derivatives, Commodity, and Currency, as well as actively cross-selling products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Lead the hiring an...

Responsibilities: * Generate leads through networking & cold calling * Meet revenue targets consistently * Close deals with decision makers * Collaborate with marketing team on campaigns * Manage client relationships & renewals

":" Designation: Business AnalystInvestment Banking Location: Gurgaon (On-site) Note: Our Office is in Sector 49, Gurugram. We expect you to reside within a reasonable commuting distance from office. About Us: AKMV Consultants is a boutique strategy advisory and investment banking firm based in India. Founded in 2018, AKMV has grown from a startup into one of Indiaemerging advisory firms, offering a full-service product suite that includes strategic advisory, transaction advisory, policy advisory, and human resources advisory. What sets us apart is our ability to combine top-tier strategic thinking and research rigour with deep, on-the ground experience and networks across Indiadynamic and e...

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an A...

Roles and Responsibilities: As Senior Software Engineering Manager you will manage and oversee the design and development of software applications with multiple teams and engineering managers under along with architect/principal engineer. Direct the teams under to ensure the best practices around software development. You will manage subordinate staff in the day-to-day performance of their jobs. Accountable for the overall delivery for the product / application - ensuring quality of code and adherence to committed timelines. Define and track team tasks and quality metrics. Work as a member of an Agile Software Development Team to help implement new functionality based on business requirement...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM)/Wealth RM - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural ...

Responsibilities: * Provide expert guidance on Mutual Funds, SIPs, and financial investment planning. * Close sales with HNI individuals * Meet revenue targets through mutual fund sales Employer contact details - 7982605331 ( Jayant ) Retention bonus Performance bonus Sales incentives

JOB DESCRIPTION Assists in managing client relationships, performing financial analysis, and supporting the delivery of wealth management services to affluent customers of their designated territory. They collaborate with senior team members to develop skills and gain industry knowledge. Role and Responsibilities • Assist in catering to the investment needs of clients by providing research-based advice on equity, mutual funds (MF), insurance, portfolio management services (PMS), and structured products. • Support the portfolio management of affluent customers • Cater to ad-hoc service requests of clients under the guidance of senior managers. • Leverage the group's existing customer base e.g...

Looking for 45+ Age Indians or Visionary Professionals seeking reliable 2nd income post retirement Proven Leadership/HR skills preferred Unlimited earning potential without investment Full office support, amenities and employee benefits Required Candidate profile Interested prospects shall be briefed the virtually on Zoom Call All Indian Citizens around 45 years preferred Should possess good interpersonal skills Must be comfortable in Hindi and English

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investigor, 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 clients. 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...

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Responsibilities: * Develop growth strategies for HNIs & investment advisory services * Manage relationships with existing clients * Lead wealth management initiatives * Acquire new HNI clients through Uhni sales

As a Relationship Manager at Chanakya Investment, your role will involve building and managing strong client relationships, providing investment advice, recommending suitable financial products, conducting portfolio reviews, resolving client queries, staying updated with market trends and regulation guidelines, and generating sales. Key Responsibilities: - Build and manage strong client relationships - Provide investment advice and recommend suitable financial products - Conduct portfolio reviews and resolve client queries - Stay updated with market trends and regulation guidelines - Generate sales Qualifications Required: - NISM Series 15 or 8 Certification (Preferred) - Graduate in Finance...

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...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role Overview We are seeking a Head of Content & Social Media to define, execute, and scale our content and social media presence. This is a leadership role that combines hands-on strategy with team-building. You will manage our writers, designers and editors while hiring and mentoring new talent, including social media and content. The ideal candidate has deep knowledge of financial investment products, enthusiastic about personal finance, experience in the wealth management/fintech space, and a proven record of building high-performing content teams from the ground up. Key Responsibilities Content & Social Strategy: Develop and implement an integrated content and social media plan aligned ...

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

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competenci...