2222 Investment Advisory Jobs - Page 19

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad 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 produc...

Skill required: Retirement Solutions - Retirement Planning Services Designation: Service Delivery Ops Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience ...

Urgent Hiring as Investment counselor in Broking company Job location :- Mumbai , Delhi , Noida and Gurgaon Role & responsibilities Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs. Enable and influence branch teams to cross sell the investment products Joint meetings with HNI customers of branch teams Help branch team achieve their cross sell targets. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Preferred candidate profile Having a experience into wealth Min 4 Years Having a Good knowledge in PMS product Having a knowledge to Wealth Product Interested candidate please share me your cv at sharvan@getwork....

CANDIDATE MUST HAVE TWO WHELLER AND DRIVING LICENSE. Job description: - Assisting customers in sale of a range of financial products on phone . - Reaching productivity that meets job standards, while working with speed and accuracy. - Meeting and exceeding targets as assigned periodically. - Ability to learn about products and services and describe/explain them to prospects. - Understanding customer requirement and closing sales. - Responding in a timely and effective manner to all communication. Role: Telesale Consultant Employment Type: On-roll, Permanent Education: Any Graduate / Post Graduate / Diploma (3 yrs Mandatory) Age: Upto 30 Experience: 1 year to 7 Years Location: Chennai Salary:...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Tamil Nadu & Kerala If interested Please send your cv to varadarajan.dittakavi@bajajcapital.com / +91 7845390817 JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Tamil Nadu & Kerala Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIB...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @ Chennai If interested Please send your cv to harini.sree@bajajcapital.com JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: chennai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospect...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Age 35 Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Office...

Job us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client so...

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 personalized 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: Senior Private Banker 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 sour...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Job Summary: We are looking for a highly motivated and results-driven Investment Banker to join our team. The role involves advising clients on mergers and acquisitions (M&A), capital raising, financial restructuring, and other strategic financial transactions. The Investment Banker will work closely with corporate clients, investors, and internal teams to deliver tailored financial solutions that maximize value and foster growth. Key Responsibilities: Client Advisory & Deal Execution Advise clients on mergers, acquisitions, divestitures, and other strategic transactions. Develop and maintain relationships with corporate clients, investors, and stakeholders. Conduct due diligence and prepare...

Ready to shape the future of work? At Genpact, we dont just adapt to changewe drive it. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment. Genpact (NYSE: G) is anadvanced technology service...

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Roles and Responsibilities: Track equity and debt oriented mutualfunds Analyze and suggest mutual fund schemes Reviewing clients portfolios Gather information from various sources and interpret patterns and trends Prepare research reports and analysis on complex data Maintainup-to-date knowledge of financial services industry happenings and current events Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings Researching on other funds schemes as per availability Scheme suggestion to the client based on portfolio Data maintaining with conclusions andrecommendations Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

Roles and Responsibilities: Track equity and debt oriented mutualfunds. Analyze and suggest mutual fund schemes. Reviewing clients portfolios Gather information from various sources and interpret patterns and trends. Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current events. Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings. Researching on other funds schemes as per availability. Scheme suggestion to the client based on portfolio. Data maintaining with conclusions andrecommendations. Handling Mutual Fund investment Internal coordination for best investment advice for prospectiv...

Role & responsibilities Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARSQualification/s : Graduate in commerce / PG / MBALocation : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer Preferred candidate profile

Connect on https://www.linkedin.com/in/princi-gupta-9ab7a225/ for more details on the role you may also whats up your resume on 7706031623 Job Title: CFP & Sr. Relationship Manager / Investment Advisor Location: Gurgaon Experience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role) Education: Graduate (CFP/CFA/CA preferred) About the Role: Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with HNI/affluent clients. The role combines financial planning expertise with relationship management , helping clients achieve their financial goals through tailored investment strategies and holistic advisory. Key Responsibilities: Manage and deepen relationships with HNI clients; a...