3036 Investment Advisory Jobs - Page 17

Managing clients' investment portfolios to ensure financial success. Proactively seeking new clients. Discussing major financial goals of clients to better understand their objectives. Conducting risk assessments on investment options.

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 Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile

About the role : You will be responsible for providing comprehensive legal support as per the requirements of the organization, with a primary focus on the organizations investments and corporate transactions. You will work closely with internal stakeholders to provide strategic legal support. You will also work with and oversee external stakeholders such as law firms, tax advisors, etc. on corporate transactions. Responsibilities: Investment Advisory: Structure the companys corporate transactions to meet the commercial intent. Engage and liaise with external advisors on corporate transactions. Draft, review and negotiate all types of transaction documents including term sheets, non-disclosu...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling company's product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the comp...

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 personalised 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 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 of leads...

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 personalised 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 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 of leads...

LARGEST WEALTH MANAGEMENT COMPANY IS HIRING send CV on utkarsh@contactxindia.com 8755187878 Role & responsibilities Wealth Manager HNI Acquisition Experience : 2 - 5 Years Location : Chennai, Kolkata, Hyderabad, Pune, Bangalore Key Responsibilities & Accountabilities : • 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 • Exper...

If you enjoy engaging with high-net-worth individuals , building trust, and managing long-term client relationships, this is the perfect opportunity. Job Location: Jharkhand & Bihar The Relationship Manager acts as the primary face of the business, responsible for acquiring, managing, and retaining HNI/UHNI clients while ensuring best-in-class service and advisory. You will design customized financial & investment plans , deliver strategic advice, and maintain high engagement to help clients achieve their wealth-building goals. Key Responsibilities: Client Acquisition & Relationship Management Prospect, acquire, onboard, and retain HNI & UHNI clients . Achieve targets for client acquisition,...

Seeking a client-focused Relationship Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment products i.e. Mutual fund ...

Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities SR.CEC & TL -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 ...

As a Research & Knowledge Analyst at Proppr, you will play a crucial role in driving strategic decisions by immersing yourself in market trends and translating complex information into compelling, research-backed content. Your insights will empower smarter decision-making and position Proppr as a thought leader in the Indian real estate landscape. **Key Responsibilities:** - **Market Intelligence & Data Mastery:** - Proactively gather, validate, and maintain real-time data across residential and second-home markets in Gurgaon, Goa, and emerging growth centers. - Continuously monitor key trends in property pricing, demand-supply dynamics, inventory levels, and evolving buyer preferences. - An...

JOB ROLE: The primary responsibility is to manage institutional sales for Mirae Asset in the assigned territory. JOB RESPONSIBILITIES: To service the existing Clients & acquire and handle new corporates / institutions Develop and maintain relationship with all clients and channel partners Increasing the market share & brand recall of Mirae Asset Mutual fund Interacting with clients/ Institutional Channel partners, understanding their needs and providing them the solution. To update clients with market and scheme related information. Knowledge of Mutual Funds is a must with good understanding of fixed income market of India. Responsibility to build, manage and enhance the client relationship ...

Job Title: Senior Relationship Manager- Wealth Management Solutions (Forex, Treasury & Wealth Management) Location: Mumbai - (with Travel) Job Type: Full-time CTC: 15- 30 LPA plus incentives plus bonus. Role Overview: We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of HNI's,family offices and institutional investors. One should have worked in Private Banking in Banks , Brokerages or wealth management firms. Key Responsibilities: ? ? ? ? Client Acq...

Job Title: Private Banker Location: Mumbai Company: Client Associates (CA) About Client Associates (CA): Client Associates is India's first and largest Multi-Family Office, advising HNI and UHNI families, business owners, and entrepreneurs for over two decades. CA is known for its client-first approach, personalized wealth solutions, and long-term wealth stewardship across investments, real estate, lending, and estate planning. Role Overview We are looking for an experienced Private Banker to manage and grow a portfolio of HNI and UHNI clients. The role requires strong relationship management skills, a deep understanding of wealth products, and the ability to deliver holistic advisory soluti...

Wealth Manager responsible for advising clients on unlisted shares and private-market investments, managing HNI portfolios, acquiring new investors, driving revenue growth, and ensuring smooth end-to-end investment execution.

JOB DESCRIPTION: Job Title: -Onboarding Officer Location: - Pune (Viman Nagar) Terms: - On third party Shift Time: -10.00am to 7.00pm Week Off: -Sunday Training Period: -10 days (Candidates will be onboarded post certification) JOB ROLE & RESPONSIBLITIES: We are looking for an enthusiastic Onboarding Officer who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. The candidate shall take up the below mentioned roles and responsibilities: Dialling 100-150 calls giving 3-5 hours talk time. Selling an equity-based product on call from scratch to end. The candidate will be responsible t...

Generate revenue by sourcing & closing land disposition transactions Work across the spectrum of land monetization structures and capital raising transactions for developers. manage land, developer, and financial institutions' databases and options.

About the Role: We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales Advisory vertical in Mumbai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ... Head Wealth Luxury Real Estate Advisory Mumbai Mumbai - Apply JobItUs ATS Head Wealth Luxury Real Estate Advisory - Mumbai Head Wealth Luxury Real Estate Advisory -Mumbai About the Role: We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales Advisor...

Position: Wealth Manager Location: Hubli / Mysuru Job Overview We are hiring dynamic Wealth Executive to work with pre-qualified, filtered leads and deliver comprehensive financial planning and investment solutions to retail, affluent, and high-net-worth clients. You will collaborate closely with our research and product teams to recommend the right investment strategies and build long-term client relationships. Key Roles & Responsibilities Client Acquisition & Relationship Management Acquire and service preferred, affluent, and high-net-worth clients. Build and grow AUM through Mutual Funds, PMS, Structured Products, and other investment solutions. Maintain strong, ongoing client relationsh...

Were Hiring | Manager / AVP Institutional Sales (Treasury & Investments) CTC: Up to 20 LPA** | Location: Ahmedabad Experience: 4 to 6 Years | Industry: BFSI | Investment Management | Treasury Solutions Are you an experienced Institutional Sales professional with strong relationships across corporate treasuries, banks, NBFCs, and institutional investors Heres your opportunity to join a fast-scaling financial services organization in a high-impact role that directly engages with senior decision-makers and drives institutional growth. Were looking for a dynamic, well-networked individual with a deep understanding of fixed-income instruments, liquidity management, and treasury products to lead i...

Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBCs worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBCs clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insightHSBC Mutual Fund India manages Indian equity and debt assets from last 20 years with presence in more than 50 cities. We have clear and differentiated product offerings across ass...

Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBCs worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBCs clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insightHSBC Mutual Fund India manages Indian equity and debt assets from last 20 years with presence in more than 50 cities. We have clear and differentiated product offerings across ass...

As a motivated and client-focused Wealth Management Associate / Advisor interested in joining a financial advisory team in Trivandrum, Kerala, you should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning. You must possess a strong understanding of financial markets, portfolio strategies, and client relationship management. **Key Responsibilities:** - Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite - Provide personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products - Conduct periodic portfolio reviews - Stay up-to-date...

• Write reports, blogs & newsletters on markets • Conduct equity, sector & macro research • Analyse financial statements & ratios • Prepare quarterly result notes & company profiles • Track economy, policy & market developments Required Candidate profile • NISM RA / CFA (preferred) • Strong finance & economics knowledge • Proficient in Excel, Word, PowerPoint • Skilled in financial analysis & valuation • Excellent research & writing ability Perks and benefits Equity Research Learning Platform