3036 Investment Advisory Jobs - Page 20

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 rese...

Equentis is not just another name in the investment world we’re one of India’s first online, non-discretionary equity advisory companies , backed by SEBI regulations and over a decade of deep market expertise. Since 2009, we’ve been redefining how investors discover opportunities in the Indian equity markets. With strong in-house research , technology-driven insights , and a team that thrives on innovation, we help clients build long-term wealth with clarity and confidence. If you’re passionate about the stock market, enjoy speaking with people, and want to grow your career in a fast-scaling wealth-tech environment, this is where your journey accelerates. Role: Wealth Advisor As a Wealth Adv...

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...

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. 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-...

One of the Top 5 Finance Companies is looking for 45+ Aged Indians Citizens who aspire to generate 2nd income Leadership/People Management skills Unlimited earning potential without investment Full office support and employee benefits Required Candidate profile Prospects shall be briefed virtually on Zoom Call All Indian Citizens around 45+ years preferred Should possess good interpersonal skills & Team handling Must be comfortable in Hindi and English

Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan/Arihant Capital/Axis Securities/Lemon Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Reta...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

Job Title: Investment Specialist Location: Bangalore Department:- TPD ROLE SUMMARY The role holder is responsible for managing / responsible for driving investment penetration among High Net Worth Individual (HNI) clients by promoting wealth products and advisory solutions. The role focuses on enhancing client portfolios through structured offerings, ensuring compliance, and building strong relationships with Relationship Managers (RMs) to achieve business objectives. KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model o...

Role & responsibilities Develop customized financial solutions based on client requirements and long-term financial goals Conduct regular and timely follow-ups with prospective clients and keep them engaged via relevant news, articles, and updates. Expand client base by acquiring new clients through networking, referrals, and relationship-building strategies. Drive AUM growth by maintaining and deepening relationships with existing investors. Periodically review and rebalance portfolios in line with market trends and client objectives. Upsell and cross-sell wealth products such as Mutual Funds, PMS, AIFs, FDs, and Insurance. Share market insights, research papers, and product updates with cl...

Key Responsibilities Identify and acquire new clients through references, digital channels, and networking. Conduct discovery calls to understand client needs and introduce advisory solutions. Create, review, and present financial plans tailored to client profiles. Collaborate with the Core Advisory team for portfolio design and execution. Provide recommendations on ESOP diversification, asset allocation, and tax planning. Achieve individual and team acquisition targets. Proactively generate referrals and new business opportunities. Support growth initiatives in new geographies (e.g., Bangalore). Stay updated on financial products, mutual funds, equities, and ESOP solutions. Confidently pitc...

Responsibilities Provide investment advice on mutual funds to HNI clients Manage client portfolios through PMS & wealth management services Handle client relationships with expertise in HNI sales & acquisition. Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc....

Wealth Manager role to acquire and manage HNI/UHNI investors, advise on property investments, grow portfolios, drive revenue, ensure compliance, and deliver high-quality client service. Strong real estate, sales, and relationship skills required.

Description Sales & Business Development Identify and pursue new business opportunities to expand the client base. Promote and sell financial products and services to meet sales targets. Client Engagement Proactively communicate with clients to understand their financial goals and needs. Organize and participate in client meetings, including family meetings and strategic planning sessions. Product Knowledge Demonstrate in-depth knowledge of financial products such as Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). Educate clients on the benefits to help them make informed investment decisions. Financial Planning & Advisory Provide comprehensive fin...

Hiring for Relationship Manager Experience : 2 Year Experience in Mutual Fund ( Wealth) CTC- Upto 8 LPA Age : 33yrs Location : Rajkot, Mumbai, Pune If interested DM on 7558514437

Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview: As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design in...

Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing In...

Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing In...

Conduct detailed goal-setting discussions with prospects and understand their financial profile. Prepare, customise, and present Fintoos financial plans (cash flows, asset allocation, ESOP strategy, retirement modelling, risk planning). Analyse existing portfolios and identify diversification, restructuring, and rebalancing opportunities. Recommend investment strategies aligned with the client’s risk appetite and long-term objectives. Coordinate with the Core Advisory team for deeper analysis and implementable portfolios where required. Explain complex financial concepts in simple language to help clients make informed decisions. Build strong rapport with prospective clients through trust-ba...

We are looking for a competitive and trustworthy Senior Relationship Manager to help us build up our business activities. Your responsibilities will include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction. Your role requires a deep understanding of financial markets and researching suitable investment opportunities for clients. Responsibilities: 1. Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies. 2. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets. 3. Client Relationship Management - Build and main...

Job Title: Jr. / Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and desig...

***Work From Office*** Hiring for a Business Development Manager into Wealth Management Location: SB Road, Pune Salary: Upto 12.00 LPA Qualification: Any Graduate Minimum 3 Years of Experience into Wealth Management Client Acquisition role. * Required Candidate profile * - Must have minimum 3 Years of Experience into Wealth Management & Financial Advisory products like IPOs, Bonds, Mutual Funds, PMS, AIFs, etc. Suitable Candidates may Call Prasad @ 808-728-7111 * Perks and benefits Incentives

Understanding Technical& Fundamental Stock market reports& advising to HNI/UHNI clients Generate direct brokerage by advising various trading& stock ideas based on the market to the clients Cross sell third party products like Mutual Fund, PMS, Bonds Required Candidate profile Graduate/ PG with Relevant 5-7 Years experience in stock broking co Strong networking & relationship building skills in Equity market& Wealth Management resume.aspiringmantra@gmail.com

Role & responsibilities Responsibilities: To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates wit...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...