1555 Investment Advisory Jobs - Page 21

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 upd...

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 update calls for Asset RMs ...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such 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 clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch....

Role & responsibilities Responsible for gathering assets for investment products such 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 clients. 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such 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 clients. 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...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such 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 clients. 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...

Role & responsibilities Direct 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 Conduc...

Position - Areas Sales Manager, Investments & Third Party Financial Products Distribution 1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and ...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

This Position reports to: Service Manager Your role and responsibilities (Mandatory) As a Portfolio/Product Manager for MV Drives Modernization, you will be responsible for managing and developing the modernization service offerings for ABB's MV drive installed base, including lifecycle upgrades, retrofit solutions, obsolescence management, and value-based service innovations. This role ensures that ABB maintains a competitive and customer-relevant portfolio, enabling lifecycle extension, digitalization, and performance improvement for aging assets. The work model for the role is: #LI: onsite This role is contributing to the ABB Motion Services Business Division based out at Peenya- Bangalor...

Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profi...

1. Develop and manage HNI client relationships 2. Drive growth in liabilities, assets, and fee products 3. Conduct sales planning, portfolio reviews & recommend suitable products 4 Ensure excellent customer service and compliance Call on 7827930908 Required Candidate profile 1. 4-10 yrs. exp. in Working Capital/ SME Lending/ Wealth Sales in banks/NBFCs. 2. Preferred certifications: NISM/IRDA/AMFI 3 Excellent communication & convincing skills 4 Should have a prior HNI base Perks and benefits Attractive incentives

Job Role: Portfolio Manager / Senior Portfolio Manager Job Description: Manage and develop client investment portfolios with a focus on maximizing returns and minimizing risks. Conduct financial planning, wealth management, and advisory services for clients. Build strong and long-term client relationships through effective communication and trust-building. Identify market opportunities, analyze investment options, and provide customized solutions. Monitor portfolio performance and recommend changes to achieve client goals. Mentor and guide junior team members (for Senior PM role). Strong knowledge of investment products, financial markets, and wealth management. Excellent communication, clie...

We are looking for a detail-oriented and proactive Compliance & Audit Executive to ensure adherence to SEBI regulations and internal policies across Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Investment Advisory (IA) activities. The candidate will also support audit functions and assist in maintaining regulatory and operational compliance across the organization. 1. Regulatory Compliance (SEBI & Others): Monitor and ensure adherence to SEBI regulations applicable to PMS, AIF, and Investment Advisory. Stay updated on amendments and circulars issued by SEBI and other regulators (RBI, AMFI, etc.). Assist in preparing and filing periodic regulatory reports and r...

Greetings from Avani Consulting!!! Job Title: Branch Sales Manager Job Location: Mumbai(South/Harbour line/Thane) Experience Required: 3 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing ...

Role & responsibilities: Candidate to acquire Ultra HNI portfolio of client . Responsible for onboarding of clients and relationship Management. Candidate to keep MIS and tracking of all asset investment of Client. Excellent client communication and relationship building is the key responsibility. Business Development: Identifying and pursuing opportunities to expand the client base and increase revenue through the sale of banking products (liabilities, assets, and fee-based products). Portfolio Management: Conducting client portfolio reviews, recommending suitable investment options, and ensuring client satisfaction. Client Servicing: Addressing client queries, resolving issues, and ensurin...

Responsibilities: * Manage client relationships during day shifts * Provide real estate advice & analysis * Collaborate with investment team on strategies * Conduct market research & present findings Provident fund

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

About the company: BDO India LLP is the India member firm of BDO International. We provide strategic, operational, accounting, tax, and regulatory advisory services to both domestic and international clients across diverse industries. With over 300 Partners & Directors and a team of more than 8500 professionals across 12 cities, we take pride in offering client-centric, knowledge-driven solutions that emphasize quality and efficiency. Our partner-led approach ensures tailored advisory, regulatory compliance, and business transformation services aligned with evolving global standards. About the Ethics & Independence Function: The Ethics & Independence (E&I) team plays a pivotal role in safegu...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...

Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships , delivering strategic investment solutions, and ensuring exceptional client experience. Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team . Key Responsibilities Team Leadership & Development Lead, mentor, and manage a team of Wealth Managers to achieve busine...