1555 Investment Advisory Jobs - Page 13

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

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) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients 6) Constant efforts on direct databases for activation reactivation retention of clients 7) Wealth Management, Knowledge of Investments products - Mutual Funds, PMS, Corpo...

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take st...

1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. 2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. 3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products. 4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies. 5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities. 6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommenda...

As a Finance/Investment Analyst Fresher, you have the exciting opportunity to kickstart your career in the dynamic field of finance and investments. If you are a passionate and driven individual who is enthusiastic about exploring the world of financial services, this entry-level role is perfect for you. We are looking for 2024 pass-outs who have a strong interest in finance, capital markets, or investment banking. Your main responsibilities will include analyzing financial markets, investment products, and market trends, as well as supporting senior analysts in preparing research reports, presentations, and client insights. You will also be involved in data management, financial modeling ta...

As a Wealth Manager at Anand Rathi Shares and Stock Brokers based in Kolkata, you will be responsible for acquiring new High Net Worth Individuals (HNI) and Ultra HNI clients through proactive prospecting, networking, referrals, and market mapping. Your main duties will include advising clients on their investments, managing their overall financial portfolio, and ensuring the execution of suitable investment strategies. In this role, you will be expected to generate and grow Assets Under Management (AUM) from preferred clients by identifying and fulfilling their evolving financial needs. Additionally, you will be required to organize and participate in seminars, workshops, and other business...

As an Investment Advisor at ARG Capital Advisors in Cochin, Kerala, you will be part of a trusted investment consulting firm specializing in alternative asset classes, particularly real estate and jewelry investments. Your role will involve advising individual and institutional clients on customized investment strategies, sourcing and evaluating investment opportunities, building client portfolios, staying updated on market trends, and collaborating with internal teams to provide exceptional service. The ideal candidate for this position should have a minimum of 3 years of experience in the Kerala investment market, with a preference for exposure to jewelry and real estate investments. Candi...

As the Commercial Sales Manager at Vreddhi in Bangalore, you will be responsible for driving sales in commercial real estate investments, fractional sales, and UDS sales. You will work with high-net-worth individuals, institutional investors, and corporate clients to create high-yield investment opportunities. Your role will involve identifying potential clients, building strong relationships, educating clients on investment opportunities, and managing the end-to-end sales cycle. Additionally, you will collaborate with internal teams to develop sales strategies, stay updated with market trends, and achieve revenue targets. To be successful in this role, you should have 2-6 years of experienc...

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and ...

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and ...

Skill required: Retirement Solutions - Retirement Planning Services Designation: Service Delivery Ops Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience ...

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience whil...

Hiring, Leading Company AMC/Broking company Job Description: Investment Relationship Manager Sub Department :- Business Development Relationship Manage Position Purpose:- To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Responsibilities 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. Contributing Responsibilities:- Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & u...

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 y...

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • 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 • Acquis...

Direct sales of demat accounts (Opening) and margin collection for equity, commodity and currency for Sharekhan Revenue generation through brokerage To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Handle and manage HNI clients Cross-Sales (Stock Market - Training products) For Thane Location - It will be International Advisory process (Forex/KLSE) Required Qualifications, Experience & CTC: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Exp 0 to 3 Years || Salary: 13,000 to 30,000 Required skill set: In-depth ...

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Mangalore & South Goa Provident fund Health insurance Annual bonus Sales incentives Travel allowance

As a Wealth Manager at our leading Wealth Management company in Hyderabad specializing in providing comprehensive financial services and investment solutions to high-net-worth individuals (HNWIs), families, and corporate clients, you will play a crucial role in managing and growing a portfolio of high-net-worth clients. Your client-centric approach will involve understanding clients" financial goals, risk tolerance, and investment preferences to offer tailored financial planning, investment advice, and wealth preservation strategies. Your responsibilities will include building and maintaining strong relationships with high-net-worth clients, developing and implementing investment strategies,...

You will be joining our team as an experienced Investment Advisor to support our investment immigration business, focusing on High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Your main responsibilities will include providing investment guidance and support to clients, developing strong relationships, offering investment immigration solutions, identifying new business opportunities, and staying updated on market trends and regulatory changes. To be successful in this role, you should have 3-4 years of experience in investment advisory or a related field. Experience with HNI/UHNI clients is preferred, but a strong desire to learn and grow in this area is also val...

Job Description : 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 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.

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...

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 25Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officer...

Job description Job Title: Vice President - Wealth Management Company: Bajaj Capital Ltd Location: Chennai, Bangalore & Hyderabad Department: Wealth Management Experience: 1012 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of Indias most trusted investment services companies, serving clients for over 60 years with expert financial planning and a wide array of investment and protection solutions. Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach. With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation. R...

Key Responsibilities 1. Research Strategy & Coverage Build and maintain a sector-agnostic equity research universe with actionable ideas across themes. Implement top-down and bottom-up stock-picking frameworks backed by financial modelling and policy/event analysis. Guide the research pipeline across equity, technical, derivatives, and macroeconomic updates. Lead the creation of investment ideas, thematic reports, budget reviews, IPO notes, and sector outlooks. 2. Portfolio Intelligence & Advisory Support Drive portfolio doctoring and long-term reviews for HNI/advisory clients. Align research ideas with PMS & Model Portfolios (Invest@30, Value Basket, etc.) Actively support product teams wit...