1555 Investment Advisory Jobs - Page 18

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Job Description: Cluster Manager Cluster Manager-Retail Sales Position: Cluster Manager Reporting to: Retail Head No of Direct Reports : 3 - 5 Ctc- 8 Lpa to 12 Lpa Indirect Reports: NA No of Indirect Reports: NA Location- Chennai, Mumbai, Pune, Delhi, Coimbatore, Jaipur, Chandigarh, Jharkhand, Bihar Key Purpose of the Job : Cluster manager in Securities could refer to a managerial position responsible for overseeing a cluster of branches within the organization. This role may involve managing a team of Key account managers, setting sales targets, monitoring performance, implementing strategies to achieve business goals, ensuring compliance with regulatory requirements, and providing support ...

Role & responsibilities Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Lucknow Additional Parameters Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer pr...

• Develop investment process documents, implement approved policies & Monitor • Financial market knowledge & exp. in products, Equity/Debt/Mutual fund/AIF/PMS • Understand Derivatives & Fundamental Analysis • Provide status report to Management Required Candidate profile • Interact with institution/vendors for update on investment opportunity • Analyze investment portfolio in different segment & report to management • Work on Risk management policies with reporting

Job Title: Relationship Manager Location: Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time Walk-In-Address-Bajaj Capital Ltd, 1ST FLOOR, SIRI SQUARE, 40-5-1, TIKKLE ROAD OPP. HOTEL D V MANOR VIJAYAWADA - 520010 About the Role We are looking for enthusiastic and motivated graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Assist senior wealth managers in servicing and managing client portfolios. Learn and understand various investment products (mutual funds, bonds...

Responsibilities: * Manage HNIs & NRI clients' portfolios * Provide financial advice & wealth management solutions * Develop investment strategies for high net worth individuals

Job Description: We are looking for an experienced & highly motivated individual with exposure in international equity markets mainly Australia (preferable but not mandatory). The candidate must possess flair & dynamism to work independently & quickly integrate into a team environment. Must be a Graduate with proven ability of generating sales in a complex market & able to make over 200 calls a day! Role requirement/Experience: 1-2 years of international outbound sales/collections B2C experience. Excellent communication skills (both written & verbal) A profound understanding of the financial markets (preferable) Ability to influence & negotiate with customer effectively. Proven track record ...

Manage relationships with high net worth individuals and private client groups to acquire new clients through wealth management services.Ensuring Investment, portfolio management, cross-selling other banking products and services to existing clients Required Candidate profile 4-6 years of experience in HNI sales or UHNI . understanding of investment, portfolio management, PCG services and relationship-building skills for PCG, HNI and UHNI. HR Suvarna-9502739374

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

Role Summary Person shall be spearheading the Vertical the Investor Relations/ Business Development. This position allows working on a variety of deals, from structured finance, project finance, M&A, Equity fund raise, to capital markets deals across sectors and on the complete deal life cycle of live deals, both Indian and international. Along with this, the roles build one up to handle deal execution independently in the future. Further, the Investor Relationships Vertical also provides the opportunity to work on the sell side. Responsibilities - Client Coverage/ Business Development Responsibilities 1. Head of Client coverage, Vertical and Deal origination, 2. Relationship building, 3. De...

As a Wealth Manager, your primary responsibility involves managing client relationships and offering financial solutions to help clients achieve their financial goals. You will be providing comprehensive wealth management services, including investment products, financial planning, and advisory services. Your key responsibilities will include: Client Relationship Management: - Build and maintain strong relationships with both existing and potential clients to ensure customer satisfaction and loyalty. - Conduct regular client meetings to review portfolios, address concerns, and provide personalized financial advice. - Understand client needs and offer tailored wealth management solutions to i...

As a Financial Advisor, you will be responsible for providing specialized advice to clients on managing their finances effectively and securely. You will work closely with individuals and businesses to assist them in making budgetary, savings, and investment decisions. Your role will involve acting as an intermediary between financial product/service providers and customers to ensure the best financial outcomes. To excel in this role, you must possess a strong understanding of Mutual Funds, Investment Advisory, Client Relationship Management, Portfolio Management, Wealth Management Services, and Financial Advisory. Additionally, you should have excellent communication and interpersonal skill...

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role We are seeking a proactive and highly organised Executive Assistant to support our CEO and senior leadership team. This role demands a high level of professionalism, discretion, and attention to detail. The ideal candidate will help ensure the smooth functioning of the executive office through effective scheduling, communication, and coordination. Key ...

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role Are you a recent graduate from a top-tier institution with a passion for finance and client interactionJoin Right Horizons as a Relationship Manager Wealth Management, where you ll build a rewarding career by helping clients achieve their financial goals. In this role, you ll learn how to deliver tailored investment solutions, manage client portfolios,...

At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role We are looking for an experienced and driven Lead Financial Analyst to join our finance and advisory team. This role is ideal for professionals with a strong foundation in financial analysis, portfolio management, and client engagement. As a lead, you will guide junior analysts, lead strategic financial planning initiatives, and contribute to data-driv...

Leading Broking Firm Hiring Wealth Managers ACROSS INDIA Interested please connect with MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Locations: Delhi (Connaught Place, Bhikaji ), Noida/ Gurgaon Bangalore Chennai Hyderabad Mumbai Kolkata Pune Designation- Sr Manager/ Chief Manager/ AVP- 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 C...

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investin...

Responsibilities: * Lead wealth management team, oversee portfolio management services. * Drive HNI sales & client handling with expertise in investment products & advisory.

Responsibilities Deal Execution 1. Be part of the Transaction Execution team 2. Prepare financial models for each deal 3. Lead preparation of Financial models, Pitch books & Investment Memorandums 4. Prepare financial analysis including trading/transaction comparable, financial benchmarking etc. Client Coordination 1. List all the information and documents needed from the client based on investors requirement 2. Lead client coordination for receiving the said documents and information 3. Demonstrate strength and experience in client requester relationship while gathering information/knowledge from the client Bankers Investor Coordination 1. Regular banker/investor coordination to understand ...

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Fund...

Role & responsibilities Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in B2B selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund produc...

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ Designation Manager/Senior Manager Company Profile https://anandrathi.com/ CTC range Competitive Location Kolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 5 years) Should have 5 - 8 Year...

Job Requirement: Thorough understanding of financial markets, investment and wealth products, ability to analyze HNI Clients financial portfolios and provide solutions accordingly. Job Description: 1. Accountable for acquisition of High net worth clients. 2. Responsible for identifying customer needs and assessing their risk appetite. 3. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as required. Required Skills: 1. 5+ years of experience in managing wealth products. 2. Excellent communica...