3036 Investment Advisory Jobs - Page 12

As an Equity Sales Associate located in Bengaluru, your role will involve managing equity sales, conducting market research, developing client relationships, and providing investment advice to clients. Key Responsibilities: - Manage equity sales effectively - Conduct market research to stay updated on financial trends - Develop and nurture client relationships - Provide investment advice to clients Qualifications Required: - Strong knowledge of Equity Sales and Financial Markets - Excellent communication and interpersonal skills - Ability to build and maintain client relationships - Experience in Investment Advisory and Portfolio Management - Analytical and problem-solving skills - Bachelor'...

As a Customer Support Executive in the Wealth Management department, your role will involve conducting comprehensive analysis of equities, Exchange Traded Funds, cryptocurrencies, and mutual funds to support informed investment decisions. You will be responsible for monitoring market trends, corporate actions, dividend events, and company financial performance. Additionally, you will assess investment opportunities and create detailed, data-driven research reports. Your contribution to the development of wealth management strategies and support for the investment advisory process will be crucial. Key Responsibilities: - Conduct comprehensive analysis of equities, Exchange Traded Funds, crypt...

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 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

Responsibilities: * Develop investment strategies * Manage HNIs' portfolios & wealth * Provide exceptional client service * Collaborate with cross-functional teams * Achieve revenue targets through relationship building

Responsibilities: Manage high net worth clients' wealth through investment advice, portfolio management & life insurance sales. Handle ultra HNIs with expertise in private banking & mutual funds. Health insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Maternity leaves Paternity leaves Maternity policy

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Kota, Udaipur location .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Ahmedabad, Vadodara, Surat .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Responsibilities: - Mutual funds advisory (sales) to HNIs - Prospect for new sales leads and close sales Qualifications: - 2 to 6 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000-39,000 in-hand Location - Sector 3 Noida Travel allowance Health insurance Life insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the clients 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 region...

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 - Filed 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...

Hiring | Wealth Head AVP – only Female candidates Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Female candidates only Currently managing a Wealth Management team Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile. I will guide you w...

As an experienced Investment Advisor, your role will involve supporting our investment immigration business catering to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). **Responsibilities:** - Provide investment guidance and support to HNIs/UHNIs, assisting them through the investment immigration process - Develop and maintain strong relationships with clients, understanding their financial and immigration goals, and risk tolerance - Offer investment immigration solutions that align with clients' objectives and immigration goals - Collaborate with the team to identify new business opportunities and expand the network - Stay updated on market trends, regulatory ...

As a Relationship Manager in the financial sector, your role will involve building and maintaining strong relationships with existing clients and prospects. You will provide tailored advice based on clients' investment goals, risk tolerance, and time horizons. Your responsibilities will include: - Offering personalized mutual fund recommendations and portfolio strategies to clients, covering areas such as retirement plans, wealth-building, and other financial products. - Overseeing the performance of client portfolios, conducting periodic reviews, and providing rebalancing suggestions in line with market conditions. - Identifying new potential clients, developing strategies to acquire and re...

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred. Job Description Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth Build and manage customized investment portfolios aligned with client financial goals Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services Strengthen long...

Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: Transcom, GGN Sec 30 Department: Customer Support (Finance & Investment) Role Type: Full-time Experience: At least 6 months of relevant exp is mandatory Education: Graduate &undergraduate both can apply Role Overview We are seeking a highly skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. The ideal candidate will have hands-on experience in trading, corporate actions, taxation, and investment advisory, along with solid knowledge of NISM compliance. This role involves market analysis, trade processing, and supporting ...

Position Overview Job Title: Private Bank, RM, VP, GSAA, VP Location: Mumbai, India Corporate Title: VP Role Description The Team Leader for Asset Products will guide and motivate a team of banking professionals to drive the adoption, sales, and servicing of the bank's digital asset products (e.g., business loans, LAP & Working Capital). This role requires a blend of strong people management skills, a deep understanding of lending products, and a customer-centric approach to digital solutions. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare as...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

The top Stock broking and investment company offering a wide array of solutions like wealth management, stockbroking, investment banking, and insurance, serving retail, HNI, and institutional clients is hiring for below roles in large numbers in - JAIPUR Call on 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities Relationship Manager: It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business ...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business ...

Key Responsibilities: Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Explain investment products in simple and compliant language to prospective clients and drive client acquisition Handle basic objections and ensure timely follow-ups with prospective investors. Update CRM with accurate lead information, notes, and status Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction. Monitor market trends and investment opportunities to provide clients with timely and relevan...

Title - Relationship Manager Grade - B4 Location - Pan India Reports to - Branch Head Span Of Control - 0 direct reportees Job Purpose - The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal Condu...