422 Investment Advisory Jobs - Page 14

The role would require to train, enable and influence branch team to sell investment products – MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell Required Candidate profile Excellent communication, presentation and relationship management skills. Preferred industry back ground: Wealth Management, Banking, Investment Counselling Call @ sania-8904572159/9113961458

Interested Candidates may connect with their Interest Level to Ms.Harshada Kale- +91 9504514444 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counsellor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a Counsellor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule Job Location-Thane PERSON SPECIFICATION KNOWLEDGE & SKILLS 1-2 Years of BPO sales Experience is Mandatory. Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. 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. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance. Schedule and conduct regular client meetings to review their financial plans, investment portfolios Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria Ensure all client interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required Minimum 2-5 years of experience in finance field Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions. Strong verbal and written communication skills Passion for helping clients achieve their financial goals

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell 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 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 experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Job Title: Investment Advisor Qualifications: Experience: Fresher Qualification: Any Graduates Excellent communication in Tamil Location: Chennai Teynampet Shift timings: 9:30 AM to 6:30 PM Contact: Josephine HR - 9962430186

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Ludhiana Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

We are seeking highly skilled and experienced Senior Investment Strategists / Lead Fund Advisors to lead the development and execution of innovative investment strategies. The ideal candidates will combine deep expertise in fund management with a strong understanding of AI/ML applications in finance to build scalable fintech solutions. Key Responsibilities: Lead the design, development, and execution of investment models and mutual fund recommendation strategies. Collaborate with AI and machine learning teams to integrate advanced analytics into investment decision-making. Ensure all investment strategies comply with relevant regulatory requirements (SEBI/AMFI). Provide expert advisory on portfolio optimization and risk management. Mentor junior team members and contribute to building a high-performance investment advisory team. Stay updated on market trends, regulatory changes, and emerging fintech innovations to maintain a competitive edge. Qualifications & Experience: CFA Charterholder OR CFP certification (mandatory). Advanced degree in Finance preferred. Minimum 5 years of relevant experience in investment strategy, fund management, or mutual fund advisory. Proven track record of managing portfolios and delivering data-driven investment solutions. Strong expertise in financial modeling, portfolio analytics, and quantitative analysis. Knowledge of AI/ML applications in finance is highly desirable. Deep understanding of regulatory compliance frameworks (SEBI/AMFI). Key Skills: Investment Strategy & Fund Management Mutual Fund Advisory Portfolio Optimization Financial Modeling & Analytics Regulatory Compliance (SEBI/AMFI) Collaboration with AI/ML Teams Data-Driven Decision Making

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

We are seeking an experienced and knowledgeable Stock Market Trading Mentor to join our team and contribute to our online stock market courses. As a mentor, you will play a pivotal role in shaping the skills and understanding of aspiring traders by providing them with expert guidance, practical insights, and real-world trading strategies. Your expertise will empower our students to navigate the complexities of the stock market with confidence and achieve their financial goals.Responsibilities:1. MentorshipProvide one-on-one and group mentoring sessions to students enrolled in our online stock market courses. Offer personalized guidance, address their queries, and assist them in grasping fundamental concepts of trading.2. Curriculum EnhancementCreate & manage with the curriculum development team to refine and enhance the course content. Share insights from your trading experience to ensure that the material remains up-to-date, relevant, and aligned with industry trends.3. Trading StrategiesTeach students a variety of trading strategies, including day trading, swing trading, value investing, and more. Illustrate these strategies with real-world examples, case studies, and practical applications.4. Risk ManagementEducate students about risk management techniques, emphasizing the importance of capital preservation, diversification, and disciplined trading practices.5. Technical AnalysisInstruct students on how to perform technical analysis, read stock charts, and identify key technical indicators. Help them develop the skills to make informed trading decisions based on market trends and patterns.6. Fundamental AnalysisGuide students in conducting fundamental analysis of stocks, including evaluating financial statements, understanding market trends, and assessing the potential for growth or decline.7. Market PsychologyDiscuss the psychological aspects of trading, helping students manage emotions, avoid common cognitive biases, and maintain a rational mindset during trading activities.8. Performance EvaluationReview students' trading activities, provide constructive feedback, and track their progress over time. Assist in identifying areas of improvement and tailoring mentoring sessions accordingly.9. Webinars and WorkshopsConduct live webinars, workshops, and Q&A sessions to engage with students in real-time, address their concerns, and share advanced trading strategies and techniques.10. Stay UpdatedStay abreast of the latest developments in the stock market, financial regulations, and trading technologies. Continuously enhance your own knowledge to provide accurate and relevant information to students.Qualifications:- Proven track record of successful stock market trading with a strong portfolio showcasing consistent profitability and understanding of diverse trading strategies.- Extensive experience in mentoring or teaching individuals about stock market trading concepts.- In-depth knowledge of technical analysis, fundamental analysis, risk management, and trading psychology.- Excellent communication and presentation skills, both written and verbal.- Proficiency in using online collaboration tools, webinars, and virtual teaching platforms.- Patient, empathetic, and supportive attitude towards students' learning journey.- Relevant certifications such as Chartered Financial Analyst (CFA) or NSE & NISM CertificationApplication Process:If you are passionate about helping aspiring traders develop their skills and succeed in the stock market, we encourage you to apply. Please submit your resume, a cover letter highlighting your relevant experience, and any documentation demonstrating your trading achievements.Join our team and make a significant impact on the next generation of stock market traders through education and mentorship. Your expertise will be instrumental in shaping the financial futures of our students. This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

About the job PositionHead /Sr Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their 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 strong relationship-building skills with both internal departments and external parties.Key Responsibilities of the Role holder:A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services.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 stickiness- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling- Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.Skills and Competencies:- Ability to use & analyze data tools related to wealth products- Benchmarking Peers/ Execution on Key Initiatives/Management- Discussion/ MIS Review- Maintaining external network i.maintaining contact with the customers- Attitude to service clients by providing them with smooth and superior service delivery- Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization- Aptitude toward delivering high-quality customer service with good organizational and interpersonal skills- Decision-making skills with a strong sense of ownership and the ability to work under pressure- Ensure compliance with key regulatory and organization-level requirements- Our commitment to Diversity, Equity, and Inclusion- The diversity of our people is one of our greatest strengths.- An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities.- From day one, you will l be encouraged to be yourself and supported to perform at your best.Preferred Educational Qualifications and Work Experience:- Min 10 years of relevant experience in Investment Advisory / Wealth management- MBA / CA or equivalent from a premium institute- Relevant certificationsDesired Knowledge / Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations- Ability to think and execute strategically, prioritize and resolve complex problems- Detail-oriented with superior organizational and time management skills, including delegation of work- Team player with the ability to collaborate with others- Ability and interest to work in a fast-paced, evolving environmentApplySaveSaveProInsights

One of my Clients, an Investment Banking firm that is now foraying into the Wealth Management space is looking for a Head /Senior Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its 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 strong relationship-building skills with both internal departments and external parties. Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. 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 stickiness. - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling. - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio. - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile. - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 10-25 years relevant experience in Investment Advisory / Wealth management. - MBA / CA or equivalent from a premium institute. - Relevant certifications. Desired Knowledge / Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations.- Ability to think and execute strategically, prioritize and resolve complex problems.- Detail-oriented with superior organizational and time management skills, including delegation of work.- Team player with the ability to collaborate with others.- Ability and interest to work in a fast-paced, evolving environment.ApplySaveSaveProInsights

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

-Experience in CASA, insurance, DMAT, SIP, credit cards as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

Identifying potential clients, evaluating their suitability for the company's products or services. Building & maintaining strong relationships with existing clients, providing ongoing support, & identifying opportunities for upsells or cross-sells. Required Candidate profile * Strong Communication & Interpersonal Skills * Sales Acumen & Closing Skills. * Product Knowledge. * Customer Relationship Management (CRM) Software Proficiency * Problem-Solving & Analytical Skills.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Creation of revenue & Activation of clients through effective Advisory. Handling Queries of clients & solving it Acquiring new clients & retaining old clients by periodic meeting Required Candidate profile Qualifications: Graduation in any discipline, MBA Finance, NCFM Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets Call @ 9113961458/ 8904572159

Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management( Individual Contributor role) 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 regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi/NCR, Mumbai, Pune Noida Salary- 12 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. Singh@bajajcapital.com Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition

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

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Liasoning with other departments to quickly resolve HNI client queries Preferred candidate profile Graduate with 10+ years Experience or Post Graduate with 7 years + Experience

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell 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 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 experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Head B2C Marketing & Sales for Investment Products (Pan India Responsibility) Build the entire vertical Strategy&Execution Required Candidate profile Senior Leader with excellent track record in BFSI Sector Proven skills to increase Market share for innovative products & Service Must have handled PAN India responsibility Built & led large teams Perks and benefits Excellent Remuneration and Perks.