3036 Investment Advisory Jobs - Page 14

ROLE DEFINITION: The position requires working closely with the Head Business Development. The candidate will be required to multi-task, create feasibility reports & analyze proposals for acquisition. He/she should possess an eye for details, be able to perform under stringent deadlines and be able to aggregate and interpret data. The profile provides exposure to diverse challenges facing the senior management. RESPONSIBILITIES: Feasibilities & Presentation: Screening of Proposals from Property Documents and FSI statements, preparing Feasibility Statements Understand the Property Ownership Documents and schemes under DCPR 2034 Build cash flow models in Area / revenue share / Outright mode to...

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

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Fastest Growing Wealth & Portfolio Management / Advisory Company is Hiring CLUSTER HEAD- ACROSS INDIA Call on : 9954786204 / 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com nidhi@contactxindia.com Role & responsibilities A Cluster Head for investment advisory leads sales/wealth teams, drives AUM/revenue growth (HNI/UHNI clients), manages team performance, ensures regulatory compliance, and expands client/IFA networks across a designated region . The JD emphasizes leadership, sales execution, and client acquisition/retention strategies. K ey responsibilities & requirements for an investment advisory cluster head: Business Growth : Execute cluster-level plans for sales, AUM...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

FASTEST GROWING Investment Advisers hiring in large numbers across India call on 8859766816 / 9412501851 / 8755187878 Send Cv on rm@contactxindia.com karan@contactxindia.com Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financ...

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

As a graduate or management trainee in the Real Estate sector at our company, you will be part of a dynamic team that focuses on investment sales, client management, and relationship building to kickstart your successful career. **Key Responsibilities:** - Undergo comprehensive training on real estate investment products and market analysis. - Assist in client outreach activities such as calls, meetings, and presentations with guidance. - Shadow experienced team members during property presentations, consultations, and site visits. - Learn to effectively pitch commercial real estate as a secure and high-return investment opportunity. - Work towards achieving monthly sales closures while ensu...

As an Associate at TAM India Family Office Advisors, you will be an integral part of the Multi Family Office Advisory team. Your role will involve working closely with senior partners to manage client portfolios, support tax planning activities, and deliver comprehensive financial solutions to high-net-worth families. Key Responsibilities: - Assist in managing client portfolios across various asset classes such as equity, debt, alternatives, and structured products. - Support tax planning and compliance activities for family office clients. - Coordinate with custodians, fund managers, and tax consultants to ensure smooth operations. - Prepare investment reports, tax summaries, and performanc...

Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds. Monitor market trends, corporate actions,dividends and company financials. Support strategies for wealth management and investment advisory

Role Summary The Senior Portfolio & Treasury Manager will oversee and strategically manage the investments and treasury operations of the Promoter Family Office, with responsibility for an AUM exceeding 150 crore across domestic and international assets. This role requires deep expertise in multi-asset portfolio management, capital allocation, and treasury operations , including liquidity planning, FX management, and derivatives .The ideal candidate will bring a strong track record in wealth management or a family office setup , demonstrate data-driven decision-making , and leverage AI-enabled research and analytics tools for smarter portfolio insights and automation. Key Responsibilities 1....

Leading Finance Company is hiring for Wealth Manager Roles Call at 9954786204/94125 01851/88597 66816 Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/ Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and conn...

Job Role: Investment Counsellor Location: New Delhi, Mumbai, Kolkata, Chennai Experience: 5-7 years in Wealth Management (preferably in IC function) Roles & Responsibilities Act as the bridge between the central product team and on-ground Wealth RMs/Advisors. Regularly engage with local RMs, Advisors, Clients, and Family Offices to enhance awareness and knowledge of investment products. Interact with investment managers and fund managers to stay updated on product performance, strategy, and outlook. Disseminate regular product updates, market insights, and investment strategies to the Wealth RMs/Advisors. Gather constant on-ground feedback and share actionable insights with the central produ...

Role & responsibilities To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Establish, manage, and grow the TRV ofPrivate Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. T...

Portfolio Manager (Equities & International Investments) The Portfolio Manager is responsible for managing and optimizing investments across domestic listed equities and international markets. The role focuses on research, risk management, asset allocation, and disciplined execution of investment strategies to achieve superior risk-adjusted returns. Key Responsibilities 1. Investment Strategy & Asset Allocation Develop and implement investment strategies for Indian Listed equity and international portfolios. Allocate capital across sectors, asset classes, and geographies based on risk-return objectives. Periodically rebalance portfolios to maintain strategic allocation. 2. Market Research & ...

Job Title: Clearance & Settlement Specialist Location: Gurgaon About the Role: We are looking for a detail-oriented Clearance & Settlement Specialist to join our operations team. This role involves managing the end-to-end trade life cycle, resolving settlement issues, and ensuring accurate and timely processing of security transfers. The ideal candidate will have strong operational expertise, knowledge of SWIFT messages (MT 500-599), and the ability to provide both customer and operational support. Key Responsibilities: - Manage the end-to-end trade life cycle, including trade capture, matching, clearing, and settlement. - Resolve settlement breaks, discrepancies, and operational issues rela...

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

Responsibilities: * Manage client portfolios * Build strong relationships with clients * Provide investment advice * Handle client queries via phone calls * Meet revenue targets through effective sales strategies Flexi working Retention bonus Mobile bill reimbursements

Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

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 Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world’s 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 mo...