2222 Investment Advisory Jobs - Page 20

Conduct internal audits of PMS schemes and Investment Advisory services.Review investment processes, client onboarding, KYC/AML compliance.Verify that transactions.the client mandate and SEBI guidelines. Updates on SEBI regulations, PMS guidelines.

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...

Responsibilities: * Trail Commission Based Job Plus Incentive * No Fixed Salary * Work From Anywhere Anytime * Be your own Boss with Plango India * Ensure compliance with regulatory standards * Distribute financial products through various channels Work from home Sales incentives Performance bonus

Responsibilities: * Trail Commission Based Job Plus Incentive * No Fixed Salary * Work From Anywhere Anytime * Be your own Boss with Plango India * Ensure compliance with regulatory standards * Distribute financial products through various channels Work from home Sales incentives Performance bonus

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 4-10 years of experience in Wealth Product like PMS Experience in direct 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

Acquire new clients through networking, referrals, and market prospecting. Manage and grow client AUM (Assets Under Management). Provide customized, need-based financial solutions. Achieve defined sales target and business growth targets Required Candidate profile NISM V A certification Prior experience in Wealth management

Position: Investment Portfolio Counsellor Location Open Position Coimbatore, Noida, Vijayawada 1st Round - Regional Head 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: A leading financial institution is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Kolkata/Hyderabad/Chennai Required Candidate profile The individual is required to provide advisory services to High Networth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets.

Role Overview: As a Relationship Manager in the financial services industry, your primary responsibility will be to understand clients" business objectives and challenges in order to provide strategic recommendations. Building strong client relationships, analyzing data, and fostering partnerships for acquiring and managing Equity, Currency, and Commodities trading accounts and investments will be crucial for your success. Key Responsibilities: - Regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. - Monitor market trends and economic developments to make timely adjustments to client portfolios. - Ensure compliance with regulatory re...

Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited (REL), is a leading securities firm in India. Serving over 10 lakh clients across both Offline and Online platforms, RBL offers broking services in Equity, Currency, and Commodity through its subsidiary Religare Commodities Limited. With an extensive footprint in over 400 cities, RBL is a member of NSE, BSE, and MSEI and serves as a depository participant with NSDL and CDSL. Additionally, RBL provides TIN facilitation, PAN facility, Aadhaar UID enrolment, and is an AMFI-registered mutual fund distributor. Role Description This is a full-time on-site role for a Senior Relationship Man...

Job Title : Investment Relationship Manager 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 SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

We're Hiring: Relationship Manager/ Sr RM, Branch Manager, Business Manager Location: Hyderabad & Chennai Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years In...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Ahmedabad, Indore, Bhopal, Surat & Vadodara Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience...

Greetings From Probity Consultancy Associate Manager Location - Guindy, Chennai Must have Tele sales experience Any insurance sales Working Days - Monday to Friday ( Saturday Sunday Fixed Holiday ) If interested apply to this post Health insurance Annual bonus Provident fund

Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and play a key role in building and growing the company's Assets Under Management (AUM). CFP Candidates are highly encouraged and welcomed. Preferred candidate profile Develop and implement personalized financial plans for clients. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make ad...

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 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 whil...

Hi, We are hiring for Pioneer Relation ship manager for our Leading client. Minimum 5+ yrs of experience in Branch banking in assets and Liability department, Able to manage 4 to 5 branch of Bank to generate more revenue for Bank Work location - Chennai, Coimbatore and Kochi location. - Should be handling branch above 100 cr - BM candidates preferred only - MNC bank, most preferred Pioneer RM Upto 15-17 Lacs Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

Job Title: Wealth Manager Location: Pune, India Experience Required: 10 - 15 years Education: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred) Salary: Negotiable Based on experience and interview performance Industry: Wealth Management / Financial Services Position Type: Full-time Job Overview: We are seeking a highly experienced and dynamic Wealth Manager to manage and grow our portfolio of high-net-worth and ultra-high-net-worth clients. The ideal candidate will have a strong track record in wealth management, client servicing, and portfolio advisory, specifically handling luxury accounts. The role requires an individual with exceptional interpersonal...

Responsibilities: * Develop growth strategies & manage portfolios * Drive HNI acquisitions through investment advisory services * Lead business development initiatives * Oversee asset under management & wealth product offerings

Acquire new clients through networking, referrals, and market prospecting. Manage and grow client AUM (Assets Under Management). Provide customized, need-based financial solutions. Achieve defined sales target and business growth targets.

Role Description As a Senior Principle Engineer - Product Management at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to sta...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Great Organization Career Growth and great learning opportunities About Our Client Preeminent financial services conglomerate with a rich legacy spanning several decades. Job Description Client Relationship Management Financial Needs Analysis Wealth Management Strategy Portfolio Construction and Management Investment Advisory Financial Planning Business Development Compliance and Regulatory Adherence Performance Monitoring Cross-Selling Market Acumen The Successful Applicant Client Acquisition and Growth AUM Growth Financial Expertise Communication and Interpersonal Skills Relationship Building Ethical Conduct Results Orientation Proactive Approach What's on Offer Great Organisation to work ...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...

Role & responsibilities Mine cross sell opportunities from centrally shared customer data Understanding relevant user insights and pitch cross-sell opportunities directly and through customer service executives (CSEs) of units Awareness of available products bouquet and their fit with various customer personas Identifying opportunities to offer combination solutions based on customer needs Nurturing relationships with CSEs of units to enable meaningful scale for cross sell opportunities and improve customer lifecycle value Work with cross-unit teams to set and achieve targets for cross-sell, new client acquisition & higher products per customer Ensure robust lead generation by networking acr...