434 Investment Advisory Jobs - Page 12

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

Excellent communication skills mandate BCOM, BBA, MCOM,, MBA Only Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon Salary Max 8LPA Call n ping on :8448760516 Mail-sonam.imaginators@gmail.com

Excellent communication skills mandate BCOM, BBA, MCOM,, MBA Only Financial Planning Concepts, Wealth Management, Mutual funds, Stocks, Bonds, Debts, Equity Noida | Gurgaon Salary Max 8LPA Call n ping VED- 9821726929 Mail- Ved.imaginators@gmail.com

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Essential Duties and Responsibilities: Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers

Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Overview Location: Chennai, Coimbatore, Bangalore, Hyderabad Experience: 5 to 7 years Skills: Good Knowledge of Excel, Media metrics (CPM, CPA, CPL, CTR) & advertising concepts, Media plan, Booking and Purchase orders, Invoices, billing & reconciliations, booking orders, Prisma, CM360, GAM About Annalect India We are an integral part of Annalect Global and Omnicom Group, the second largest advertising agency holding company in the world in terms of revenue and is the leading global marketing communications company. Our portfolio includes: three global advertising agency networks: BBDO, DDB and TBWA; three of the worlds premium media services under Omnicom Media Group: OMD, PHD and Hearts & Science. Annalect India plays a key role for our group companies and global agencies by providing stellar products and services in areas of Creative Services, Technology, Marketing Science (data & analytics) and Media Services. We are growing rapidly and looking for talented professionals like you to be part of this journey. Let us build this, together! Responsibilities Managing day-to-day technical relationships with top-tier ad agencies, brands, and media partners Prepping, launching, and maintaining technical aspects of all campaigns Finalize consideration sets, to craft RFPs and work with the team to review all proposals from publishers/vendors Ensure campaign readiness to launch, campaigns are executed with excellence and plans stay within approved budget Keep abreast of industry trends and assist in knowledge sharing across the team and agency Lead the creation of POVs where necessary of new opportunities and/or vendor updates along with the Manager reconciliation of discrepant billing issues Qualifications A full-time graduate degree (Mandatory) 5 to 7 years of experience in digital campaign management and team supervision Excellent verbal and written communication abilities Attention to detail coupled with exceptional critical thinking and problem-solving skills Proficiency in Microsoft Excel, Word, and PowerPoint Familiarity with Prisma and third-party ad servers ( e.g., CM 360, Adform, Flashtalking, etc. ) Capability to multi-task, collaborate effectively with teams, and perform under pressure Outstanding time management skills Strong leadership abilities

RBH has to manage team of Wealth RMs & is Team handling role. Including HNI customers into the Preferred and offering them a superior customer experience for profitability of the relationship. Lead a result oriented team & Branch Profitability.. Required Candidate profile Also Sr Wealth RM open To Achieve of overall Branch Target by generating business cross sales. Product knowledge-Wealth Management/CASA/Demat/Credit Cards/other Grade - Senior Manager/AVP

1) Requirement - Individual private banker – AVP/DVP level (Chandigarh And Kolkata) 2) Candidate should have his/her own book and client base. Managing All wealth investment Portfolio CTC : 30 to 50 LPA For details please connect me (W) -7227987757 Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Dear Candidate, Greetings From "APEX SERVICES" Designation- Investment Portfolio Advisor CTC:- UPTO 12 LPA Direct Responsibilities Responsible for gathering assetsfor 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 clients. Ensure all clients are met on a regular basis. 6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 5 A) - Mandatory. Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Desired Candidate Profile Knowledge of finance or related field (equity sales, client relationship management) will be preferred. Good communication skills with ability to build strong relationships with clients over phone calls. Ability to work independently with minimal supervision while meeting targets set by management. NISM certification is a plus (not mandatory). Should be proactive and target oriented.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . 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. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Preferred candidate profile

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- ritu.kadam@kotak.com Contact no.- +91 2242858414

Hiring for Wealth Manager Responsibilities: Collaborate with cross-functional teams on strategic planning & execution Manage client portfolios, provide investment advice & guidance Client acquisition Monitor market trends & optimize returns