3036 Investment Advisory Jobs - Page 19

As a Relationship Manager responsible for partner banks in the assigned region, your role involves achieving AUM, SIP, and revenue targets through bank branches. You will drive mutual fund product sales across various categories and develop sales strategies in line with AMC goals and bank partner objectives. Your key responsibilities include: - Identifying and developing new business opportunities within existing bank relationships. - Leading, coaching, and motivating a team of Relationship Managers across multiple bank branches. - Monitoring team performance to ensure the achievement of individual and team business targets. - Conducting regular reviews, joint calls, and branch visits with R...

We are looking for Business Leaders and Advisors for leading Finance Company Willing to grab unlimited earning opportunity WITHOUT INVESTMENT 30-70% Income on Business Generated - weekly payments Need to attend 3-4 days Training at Company cost Required Candidate profile Self Motivated Matured Professionals / Senior Citizen willing to make Handsome 2nd Income Gradate from Delhi NCR with good communication preferred Good team player and willing to lead the team

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Nashik,Indore Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Maintaining r...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities . Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product up...

Responsibilities: * Meet sales targets through cold calling, telemarketing & inside sales. * Generate leads through telesales & investment advisory services. * Close deals with clients via outbound sales.

We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience Strong analytical skills and experience with financial modeling. Expertise in market research, e...

We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience Strong analytical skills and experience with financial modeling. Expertise in market research, e...

We're Hiring! Financial Consultant, Ahmedabad / Vadodara / Surat / Rajkot. A leading financial services company is looking for talented financial consultants across multiple Gujarat locations. If you have experience in mutual funds, SIP, insurance, or Demat/trading, this is a high-growth opportunity for you! Who Can Apply: 1+ year experience in financial product sales Strong communication & client-handling skills Graduate (Any stream) Banking/Broking/MF/Insurance industry experience preferred CTC: Best in the Industry + Attractive Incentives Key Responsibilities: Sell Mutual Funds, Equity, SIP, Insurance & Bonds Acquire & manage clients Provide investment advisory Achieve revenue & AUM targe...

-Ensure timely communication & updates on key portfolio actions -Understand client goals,risk profiles to provide personalized advice -Regularly review & recommend portfolio rebalancing, new strategies -Collaborate-internal teams to meet client needs

Company Name: Motilal Oswal Financial Services Limit (MOFSL) Location - Bengaluru, Chennai Profile - Wealth Manager Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning inclu...

Responsibilities: * Manage investment portfolios, analyze market trends & optimize returns. * Develop investment strategies, implement asset allocation plans. *Ensure portfolio growth & compliance *Manage family accounts & diversified investments Travel allowance House rent allowance Maternity benefits in mediclaim policy Health insurance Life insurance Annual bonus Performance bonus Mobile bill reimbursements Leave encashment Provident fund

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: Madurai & Tirunelveli 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 monitoring & Risk Managem...

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Regional Manager HNI Wealth Products: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities: Client Acquisition & Management Acquire, manage, and grow a portfolio of HNI clients with investments of 25 Lakhs and above individually. Build lo...

Role & responsibilities: Conduct corporate, legal, and regulatory due diligence for proposed investments across domestic and international jurisdictions. Review and validate entity documents, shareholding structures, compliance status, statutory filings, and governance records of target companies. Prepare due diligence reports and risk summaries highlighting legal exposures, compliance gaps, and red flags. Coordinate with legal firms, consultants, banks, and internal teams for information gathering, verification, and documentation . Maintain and update investment information repositories , corporate records, and cross-border compliance trackers. Support evaluation of investment documentation...

Role Overview: As a seasoned professional with over 6 years of experience, you will be responsible for developing and managing a team. Your strategic planning skills will be crucial in driving business growth for both B2C and B2B branches. Advising clients on profitable investment opportunities for equity, commodity, and currency products will be a key part of your role. Maintaining strong customer relationships through personal visits, telephone calls, and correspondence will be essential to your success. Your ability to create cross-sell and up-sell opportunities will contribute to the overall business objectives. Key Responsibilities: - Develop and manage a team effectively - Make strateg...

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

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...

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS) info.aspiringmantra@gmail.com Call 9318431991

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS),XIII A (SIF) info.aspiringmantra@gmail.com

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

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. Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio. Ensuring 100%compliance of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training/workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop p...

Job Title: Financial Planner (Female Candidates Only) Location: Navi Mumbai (Candidates from in and around Navi Mumbai preferred) Experience: 12 years Qualification: CFP Certification is mandatory About V-Financial Services V-Financial Services is an all-women-led wealth management firm serving HNI and corporate clients. We specialize in financial planning, multi-asset investments, tax planning, retirement planning, and comprehensive client advisory solutions. Key Responsibilities Prepare and present comprehensive financial plans across multiple asset classes. Handle tax planning for individual and HNI clients. Manage client relationships , ensuring timely communication and advisory support....

• Handle HNI client portfolio & retention • Conduct portfolio reviews & financial planning • Recommend mutual funds/wealth products • Manage client queries & deliver superior service • Manage the existing client and onboarding new clients. Required Candidate profile Looking for a candidate with strong experience in selling mutual funds and managing a solid portfolio of HNI/Ultra-HNI clients. Must be available to join immediately or in 30 days max.

Responsibilities: * Manage client relationships for wealth growth * Provide investment advice & solutions * Meet sales targets through relationship building * Promote mutual funds & products