2222 Investment Advisory Jobs - Page 2

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on ...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Vijayawada Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - 5 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 prospective new clients and identify their needs. Provide and develop solutions and sug...

Roles and Responsibilities Provide financial advisory services to clients, focusing on their specific needs and goals. Develop and maintain strong relationships with existing clients through regular communication and follow-ups. Identify new business opportunities by networking, attending industry events, and leveraging referrals. Conduct market research to stay up-to-date on trends and developments in the financial sector. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Desired Candidate Profile 5-10 years of experience in financial products sales or related field. Strong understanding of financial markets, investments, insurance products,...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Required Candidate profile NISM V A - Mutual Fund Certification

Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas Supporting Actions HNI / PCG Business Development • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate th...

Responsibilities: * Manage existing portfolios, provide investment advice & products * Lead HNI client acquisition efforts * Collaborate with sales team on new business opportunities

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.

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

Job Summary: We are looking for a dynamic and motivated professional to lead wealth management client relationships, drive business growth, and deliver tailored investment solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The ideal candidate will possess strong analytical acumen, deep financial expertise, and the ability to provide end-to-end advisory services while managing a high-performing portfolio. Key Responsibilities: Identify and acquire new HNI and UHNI clients through strategic business development initiatives. Build and manage long-term client relationships by offering personalized financial planning and investment advice. Collaborate with Research and Ad...

Role Overview: The Investment Advisor will be responsible for providing strategic investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves developing customized investment strategies, acquiring new clients, and driving business growth while ensuring superior client experience and compliance with financial advisory standards. Key Responsibilities: Client Advisory & Portfolio Management Use financial acumen and investment expertise to assess client profiles and provide tailored investment solutions. Collaborate with the Research and Advisory team to align portfolio recommendations with client goals and market trends....

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Deliver exceptional client service by proactively addressing client needs and resolving concerns. Build and maintain long-term, trust-...

About Company NoBroker is Indias first PropTech unicorn and the worlds largest no-brokerage property platform, helping homebuyers find verified properties with a seamless purchase experience. Job Summary We are hiring passionate Area Sales Managers to assist homebuyers in identifying and purchasing the right property. You will manage client interactions, conduct consultations, negotiate deals, and support buyers throughout their home-buying journey. Key Responsibilities Engage potential buyers via calls, meetings, and site visits Present property options and convert leads into successful sales Conduct and coordinate property visits with customers Negotiate deals and close transactions Mainta...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 m...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.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 world's 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 ...

Role & responsibilities Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.) Acquire and retain clients through regular portfolio reviews and personalized investment recommendations. Preferred candidate profile Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm) Strong knowledge of financial products, HNI/UHNI client management, and broking operations NISM Series VIII certification is mandatory.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

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