2222 Investment Advisory Jobs - Page 12

As a candidate for this job, you should be a Graduate or MBA Finance with excellent communication skills and a pleasing personality. You should have a minimum of 2 years of experience in Financial Planning, Investment Advisory, and Wealth Management. **Key Responsibilities:** - Being responsible for Financial Planning - Providing Investment Advisory services - Engaging in Wealth Management activities **Qualifications Required:** - Graduate or MBA Finance Please note that the job is Full-time and requires you to be located in Mohali, Punjab. Relocation or reliable commuting to this location is also required. The preferred total work experience is 3 years.,

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their financial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and financial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, financial planners, and client ...

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...

The Wealth Manager will play a pivotal role in driving the firms expansion strategy by acquiring and nurturing relationships with HNW and UHNW clients The role involves delivering bespoke investment advisory services and solutions tailored to client needs The candidate will promote and advise on proprietary investment products and strategies, engaging with UHNIs and Family Offices They will collaborate closely with the investment team to understand offerings and present them effectively to clients The role requires maintaining a deep understanding of market trends and economic factors to provide proactive and value-added advice The Wealth Manager will be responsible for executing strategic c...

To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experi...

As a Business Development Manager - NRI (Non-Resident Indian) with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new NRI clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations, thus deepening the NRI client base of the company. Additionally, they are required to support the branch in increasing the NRI client base and support the branch as when required with matters related to NRIs. The BDM - NRI collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. A BDM - NRI s...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

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. • Responsible for growing revenues of broking

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter) Handle family constitution meetings, governance, legal compliance, estate planning. Strong in multi-asset investments, taxation, legal structures. Required Candidate profile investment centric profiles Wealth Management Treasury Preferred- manufacturing or power industry.

Role & responsibilities • Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services • Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale • Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning • Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM . • Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in or...

Job Summary: We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery. Role & responsibilities Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.) Process client transactions including subscriptions, redemptions, transfers, and switches Reconcile portfolios, holdings, and NAVs using MoneyWare Integra...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targe...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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 Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Develop and nurture strong relationships with affluent clients to provide tailored ficial advice and wealth management solutions. Analyze client portfolios and offer investment strategies aligned with their ficial goals and risk appetite. Ensure seamless onboarding of new clients by coordinating with cross-functional teams for KYC, documentation, and account setup. Proactively identify cross-selling and upselling opportunities for banking and investment products while maintaining a high level of client satisfaction. Monitor market trends and portfolio performance to recommend timely adjustments. Act as a single point of contact for client servicing, resolving queries promptly, and ensuring c...

Equity Advisor -Mutual Funds - Budget 3 LPA to 5 LPA Work location - Delhi. Banglore. Chennai & Ahemdabad . Mumbai and Hyderabad Graduate degree with minimum 6 months to 3yrs maximum in mutual funds Sales/ Deemat Account Sales/SIP Sales/Equity Sales/Insurance Sales. Excellent English Speaking skills + Hindi + Local State language Age limit not above 32 yrs DL + Own 2- Wheeler Call 8377024167 OR brdassociates@workmail.com

Managing investmentportfolioofFamilyOfficeclientsHNWindividualsand CorporatesRecommendinvestmentproductandservicesthataresuitable for individualfamiliesandcorporatebased ontheirobjectives/mandateresourcestimehorizonriskprofileandpreferencesExecute

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

9 am to 6 pm - 5 days a week working Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor''s degree in Finance, Economics, Business, or a related field. Master''s degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret comp...

Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set. - Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. - Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills to establish trust and rapport with clients. - Analytical mind set with the ability to interpret complex financial data and market trends. -...

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client...