3036 Investment Advisory Jobs - Page 15

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

Mutual Funds, Equity/ Crypto Settlement location: Gurgaon Graduate or under grad with 6 months of exp in mutual funds Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift working days: 5 Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab and 5 days working

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Relationship Management of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet s...

-Client Relationship Management -Investment Advisory -Market Research & Analysis -Compliance & Risk Management -Business Development -Acquire new clients through referrals, networking, and leads. Cross-sell other wealth management .

Greetings from avani consulting we are hiring for leading AMC Role & responsibilities D. Key Accountabilities 1. Responsible for Sales for the assigned Banks,From team 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Responsible for providing best in class service for the assigned distributors 5. Shou...

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 ...

As a Private Banker/Senior Private Banker in the Global Private Clients division of a rapidly growing Indian financial firm, your role involves building and nurturing strong relationships with high-net-worth clients. You will need to understand their financial goals and investment preferences to provide personalized financial solutions. Your responsibilities will include driving the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Additionally, you will offer expert investment advice and financial planning services, using market insights to craft tailored portfolios. Collaborating with internal teams such as wealth manag...

Responsibilities: Provide financial advice Monitor market trends Manage client portfolios Ensure compliance with regulatory standards Collaborate with investment team

Job Summary We are seeking a enthusiatic , energitic relationship manager to join our distribution sales team at New Delhi/Gurugram. The Relationship Manager will be responsible for managing and deepening relationships with wealth managers, private banking relationship managers, and investment advisors to drive mutual fund sales and increase assets under management (AUM). This role requires a strong understanding of financial markets, mutual fund products, and the ability to influence and enable partners to deliver investment solutions to their clients. This role is key to ensuring deeper engagement and meaningful sales presence for our organistaion in Delhi NCR. Job Description 1. Relations...

Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP' Call 9137797705 Hrutika

Field Sales Wealth Portfolio Mutual fund, PMS, Equity Advisors Required Candidate profile Field sales manager Intrested in B2B Wealth manangement ( Equity/ PMS/ Mutual funds) 9623571539 ( whatsapp only )

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 custom...

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 collecti...

Role Overview: As a Cluster Head (playing captain role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base. Key Responsibilities: Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and referrals. Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions. Relationship Building: Cultivate and maintain strong client relationships to increase Assets U...

Associate Manager Equity Research -Financial Modelling- Middle east Region- 4 Years Noida Location – Noida (Hybrid) Domain – Equity Research -Middle east banking We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known fo...

Provide ongoing servicing and support to clients over phone and during their office visits. Reconnect with existing clients (calls + field visits) Build trust & long-term relationships If someone is NISM certified, it will be an added advantage. Required Candidate profile • Women 40+ preferred • Co-op Bank/ Financial Service background • Must have 2-wheeler

Hi, Greetings from Avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • 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 AMC 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 produc...

Financial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financial products to exist...

Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as ...

You will be joining a leading Investment Advisory Firm in the role of AVP/VP- Compliance category III. As an AVP/VP- Compliance category III, you will be responsible for various aspects related to Finance & Accounts, Compliance & Governance, AIF (Category III) Management, Investment Advisory (RIA), and AIF III Operations. Your key responsibilities will include: - Managing accounts, billing, audit, invoices, taxes, salary processing, banking, and treasury operations for the Indian entity with support from external vendors. - Having prior exposure to transfer pricing and POEM (Place of Effective Management) will be an added advantage. - Ensuring timely completion of statutory compliances, boar...

As a Relationship Officer in Stock Broking, your role involves acquiring new clients, managing existing relationships, and providing investment advisory services related to equity, derivatives, and other financial products. Your primary focus will be on growing the client base, achieving revenue targets, and delivering exceptional customer service within the stock broking environment. Key Responsibilities: - Identify and acquire potential retail and HNI clients interested in equity and trading products. - Generate leads through cold calling, referrals, and market intelligence. - Assist clients with account opening and KYC formalities. - Maintain regular contact with clients to understand the...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

As a Wealth Manager, your role involves acquiring HNI clients from the Affluent & Super Affluent Client segment, focusing on new client acquisition. You will be responsible for managing client relationships, generating AUM from preferred clients, and advising Affluent clients on their investments while managing their financial portfolio. Additionally, you will research and update clients on available investment opportunities and financial market trends to align with their portfolios. Collaborating with the product and research team is essential for making investment decisions based on clients" financial requirements. You will also assist in organizing seminars, workshops, and other business ...

As an Investment Advisor at DK Realty India, you will be part of a team that specializes in premium commercial real estate, specifically leased-back retail spaces. Your role will involve providing wealth management and investment advisory services to clients interested in investing in commercial properties that offer stable rental yields, capital appreciation, and long-term portfolio diversification. **Responsibilities:** - Lead and mentor a team of advisors, with the potential to grow to up to 10 members within 6 months - Advise High Net Worth Individuals (HNI)/Ultra High Net Worth Individuals (UHNI) clients on leased commercial assets as an alternative investment class - Manage client port...