3036 Investment Advisory Jobs - Page 18

Responsibilities: * Manage HNIs' wealth through financial planning & investment advice * Oversee mutual fund portfolios & PMS strategies * Ensure compliance with regulatory standards Provident fund Health insurance

Designation- Relationship Manager/ Sr Relationship Manager Job Profile: Develop and provide solutions to the client's 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 th...

Role & responsibilities Direct Responsibilities 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. 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...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L...

About Us: I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities. Role Overview: We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and a keen interest in financial markets. Key Responsibilities: Identify and acquire...

Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/...

Greetings For the Day We are hiring for our Digital Advisory Team below are the details Role & 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 Mirae Asset regulations, risk management protocols, and in...

As an experienced professional with over 6 years of experience in Chennai, your role will involve: - Developing and Managing a team effectively. - Making strategic plans to grow business for all B2C & B2B branches. - Advising clients on profitable investment opportunities in Equity, Commodity, and currency products. - Keeping in touch with customers through personal visits, telephone calls, and correspondence. - Creating cross-sell and up-sell opportunities. - Identifying, acquiring, developing, and maintaining customer relationships. - Delivering excellent customer support. - Planning projects and activities systematically in line with business priorities. - Maintaining up-to-date knowledge...

Role Overview: As a Creative/Content Strategist for WA, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. Your task will involve producing original, visually appealing content with a high level of accuracy in grammar, brevity, and syntax for various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content related to personal finance, retirement planning, investment advisory, po...

You will be responsible for taking ownership of client relationships and driving growth with an entrepreneurial mindset. You should genuinely understand client needs, recommend the right products, and aim to create lasting value. - Act as a trusted advisor to clients across various financial product categories such as investments, insurance, loans, and wealth solutions. - Build and maintain long-term client relationships by providing transparent, need-based advice, engaging regularly, and conducting periodic portfolio reviews. - Understand client goals and risk profiles to recommend suitable solutions aligned with their financial objectives, ensuring 100% suitability and compliance. - Utiliz...

Role Overview: As a Compliance Officer for AFC & Compliance Testing at Deutsche Bank, you will be a part of the DWS Anti-financial Crime (AFC) and Compliance Testing team, responsible for evaluating the firm's compliance with laws and regulations. Your role will involve supporting the Americas Head of AFC and Compliance Testing in conducting reviews, tests, and branch inspections to ensure effective mitigation of AFC and Compliance risk within DWS in the Americas Region. Key Responsibilities: - Perform AFC and Compliance reviews to assess compliance with legal, regulatory, and internal firm policy requirements for DWS products and services in the Americas, and potentially in global reviews c...

Role Overview: As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Key Responsibilities: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Management...

As a Relationship Manager at Shree Consultants Wealth Management & Investment Advisory, your role will involve driving client acquisition, building strong client relationships, and providing customized financial solutions. You will be responsible for various tasks such as outbound calling, cold calling, lead generation, and client meetings. Key Responsibilities: - Build and maintain strong client relationships by understanding financial needs and offering tailored solutions. - Make effective cold calls and schedule appointments for client meetings. - Meet clients in person as per scheduled appointments. - Generate new leads and expand the client base. - Manage a portfolio of clients and prov...

Company Description VR Next Step Realty Consulting, based in Gurugram, is a prominent real estate consulting firm with a strong reputation for expertise, transparency, and customer-centric services. Specializing in property consulting, project marketing, investment advisory, homebuyer support, and corporate leasing, the company offers end-to-end solutions tailored to meet the needs of homebuyers, investors, and businesses. With a commitment to ethical practices, expert guidance, and long-term client relationships, VR Next Step Realty Consulting helps clients make informed real estate decisions while ensuring value for money. The company's experienced team works closely with reputed developer...

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...

Hi, Hiring, Job Title : Investment Relationship Manager (Wealth RM) 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 Specific Qualifications Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) :...

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

Job Title: Financial Advisor Department: Finance / Investment Advisory Location: Chennai Note: Kindly mention my name "DHIVYA" in the entry/interview form and give me a call once you reach the office. About Casagrand Casagrand is a leading real estate enterprise committed to building excellence and creating value. With a focus on customer satisfaction and innovation, we continue to expand our footprint while nurturing long-term relationships with our clients, partners, and stakeholders. Role Overview The Financial Advisor will be responsible for providing comprehensive financial guidance to clients, helping them achieve both short-term and long-term financial goals. This role requires strong...

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 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment Health insurance Life insurance

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

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The ideal candidate will be responsible for branch profitability, operational excellence, customer satisfaction and team performance. You will ensure seamless delivery of banking services while driving sales, managing risk and building strong customer relationships. Job Location: Sanchore, Ahore and Raniwara Rajasthan Role: Branch Manager Experience: Minimum 8 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complaint Management Team Leadership & Staff Development Regulatory and Compliance Control Process monitori...

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...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

We are hiring for our esteemed client, a leading U.S.-based financial planning company. If you are passionate about financial advisory and client servicing, here is your chance to build a rewarding career! Job Details: Location: Gurugram & Noida (Hybrid NCR candidates only) Shift: Night Shift (8:00 PM 4:30 AM) Mode: Full-time Eligibility Criteria: Education: B.Com, BBA (Finance), MBA (Finance), M.Com (BE/B.Tech or any other technical degree candidates are NOT eligible) Experience: 1--6 years in International BPO (Voice Process) can be considered Skills Required: Excellent verbal communication (mandatory) Strong understanding of Financial Planning concepts, Wealth Management, Mutual Funds, an...

Job Title: Relationship Manager Wealth Management 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 unde...