3036 Investment Advisory Jobs - Page 16

Role Overview: You will be responsible for advising clients on investing in premium commercial properties, focusing on stable rental yields, capital appreciation, and long-term portfolio diversification. As an Investment Advisor, you will have the opportunity to work with high net-worth individuals and ultra-high net-worth clients, guiding them on alternative investment options in leased commercial assets. Additionally, you will lead a team of advisors, ensuring they meet sales targets and provide sound financial advice to clients. Key Responsibilities: - Lead and mentor a team of advisors, guiding them on investment strategies and client management - Advise high net-worth individuals and ul...

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Role & responsibilities Acquire and manage relationships with key HNI & Ultra HNI clients Act as a domain expert, showcasing a full range of banking products to grow wallet share. Ensure deep client engagement and maintain a high-quality, profitable portfolio at the client level. Advise on Mutual Funds, PMS, AIFs, Insurance & other investment products Provide end-to-end portfolio servicing & build long-term client relationships Preferred candidate profile Proven experience in acquiring & managing HNI/Ultra HNI relationships. Deep knowledge of investment products, client portfolio management, and wealth solutions. Excellent relationship management skills with a focus on staying ahead of custo...

>Min 2 years of exp as Branch manager / Team handling / Branch target achievement >Revenue generation to achieve the Branch targets & manage its profitability by selling Equity & TPP through team of Sales and Dealers >Client relationship management Required Candidate profile >For Cluster Head- exp to manage multiple branches > Excellent in sales strategy, Investment advisory, client servicing > Handing premium clients >Conduct Investor awareness programs and seminars. Perks and benefits Best in the Industry

We are looking for a detail-oriented and proactive Compliance & Audit Executive to ensure adherence to SEBI regulations and internal policies across Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Investment Advisory (IA) activities. The candidate will also support audit functions and assist in maintaining regulatory and operational compliance across the organization. 1. Regulatory Compliance (SEBI & Others): Monitor and ensure adherence to SEBI regulations applicable to PMS, AIF, and Investment Advisory. Stay updated on amendments and circulars issued by SEBI and other regulators (RBI, AMFI, etc.). Assist in preparing and filing periodic regulatory reports and r...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

You should be good at maths and calculations. You should love Reading You should know how to open conversation to unknown Excellent communication skill over phone.Keen interest to build career in financial industry especially in investment domain.

Job Title Sales & Relationship Manager Job Summary We are looking for a Sales & Relationship Manager who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like ...

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 custo...

Graduate with at least around 4-5 years experience Flair for Investment/Finance shall be preferred Must have be comfortable with MS Office and Excel Female with Marketing Background and good communication preferred Call or WhatsApp @ 9871374307 Required Candidate profile Matured Professionals from any background looking for stable lifetime Income in Pat-Time engagement may apply Candidates with Marketing/sales background from Delhi NCR desired but not mandatory

You will be working as a Senior Relationship Manager at Centricity WealthTech located in Bhubaneswar. Your primary responsibility will be to manage client relationships, understand their needs, and ensure their satisfaction. Your tasks will include developing strategic plans, maintaining regular communication, providing investment advice, and conducting financial analyses. Additionally, you will collaborate with internal teams to deliver seamless service and stay updated on industry trends to provide clients with relevant information. Key Responsibilities: - Manage and nurture client relationships - Identify and address client needs - Develop and execute strategic plans - Maintain regular co...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Job Description You will be part of the team at Anand Rathi, a full-service investment bank with a wide range of financial services and solutions. Your role as a PCG Advisor and Relationship Manager (Sales) and Advisory in Delhi, India, will involve managing client relationships, offering investment advice, and driving sales growth. You will analyze client portfolios, provide tailored investment solutions, conduct financial planning, ensure customer satisfaction, and meet sales targets. Collaboration with internal teams to leverage research for better client outcomes is also part of your responsibilities. Key Responsibilities - Manage client relationships and provide high-quality investment ...

Looking for candidates with Sales, client relationship management, investment advisory, Family office or HNI RM experience Introducing a Secure High-Yield Lending Opportunity An exclusive lending product designed to deliver 1216% annual returns with robust downside protection through asset-backed structures. Risk Management & Security Overcollateralized Lending: Capital is always protected by collateral worth 2x the loan. Multisig Custody: Collateral is secured in multi-signature wallets, ensuring absolute safety of pledged assets with lenders as part of shared custody Legal Safeguards: Structured via an LLP with arbitration clauses, making agreements enforceable under Indian contract law. H...

• Gathering assets such as mutual funds, PMS, AIF, • 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

Position: Senior Relationship Manager / Wealth Manager Pune Experience: 5–8 years (Wealth Management / Financial Advisory) Role Overview: We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. The role requires strong investment knowledge across MF, PMS, AIF, Bonds, and Equity products. Key Responsibilities Manage & grow relationships with HNI / mass-affluent clients in Pune • Conduct goal-based planning, asset allocation & periodic portfolio reviews • Recommend investment solutions across MF, PMS, AIF, Bonds, Equity • Selective new client acquisition through...

Designation- Sr Manager/ Chief Manager/ Wealth Management 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 ...

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications : 1-7 years of work experience with Mutual Funds and PMS Compensation : 25,000 - 39,000 in-hand Location - Sector 3 Noida Mobile bill reimbursements Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Leave encashment

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...

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...

Role & responsibilities Conduct comprehensive due diligence on potential investment opportunities, including financial analysis, market research, and risk assessment. Collaborate with cross-functional teams to gather and analyze relevant data, ensuring all aspects of the target company are thoroughly evaluated. Prepare detailed due diligence reports, highlighting key findings, risks, and opportunities for investment decisions and share results to internal teams and clients, articulating key assumptions and sensitivities. Preferred candidate profile Advanced degree (MBA, CA,CFA) is a plus. Strong analytical skills and proficiency in financial modeling and valuation techniques. • Excellent com...

Lead Management , client engagement, client servicing, Growth and Opportunity Development, Product & Portfolio Required Candidate profile Strong relationship management, client-centric approach. coordination with across teams. Sound understanding of financial products, portfolio management, and wealth advisory. Reporting capabilities.

We are looking for a highly skilled and experienced professional to join our team as a Relationship Investment Advisor (RIA) in BWDA FINANCE LIMITED. The ideal candidate will have a strong background in finance and excellent communication skills. Roles and Responsibility Develop and maintain client relationships to understand their financial goals and provide tailored investment advice. Conduct thorough analysis of market trends and economic conditions to make informed investment decisions. Collaborate with internal teams to develop and implement investment strategies that meet client needs. Provide exceptional customer service and ensure client satisfaction through regular communication and...

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....