3036 Investment Advisory Jobs - Page 21

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf of customers. 3) Achieve healthy revenues without compromising on clients profitability. 4) Making confirmation of orders and trades done during the day to clients. 5) Advising clients with requisite information regarding the market condition. 6) Activating inactive clients through regular follow up. 7) Regularly following-up with clients and handling their queries. 8) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and 9) impact on stock movements. 10) Achieving the Business target assigned in Terms of, generating revenu...

Proactively identify, acquire & onboard new HNI & Ultra-HNIs with a relationship size of 1 crore and above. Build, nurture & deepen long-term relationships with existing HNI clients to enhance retention & increase share of wallet. Required Candidate profile Ability to engage confidently and professionally with UHNI clients to build trust and credibility. Proven track record in HNI acquisition, Ability to independently manage HNI client relationships. Perks and benefits Very high performance-based incentives

Location: Rajkot, Gujarat (In-Office) Experience: 6 to 24 Months Salary: 2.25 To 3.5 Lakhs Per Annum (Fixed) + High Performance Incentives Role Overview: Your Impact You will act as a trusted bridge and the crucial link between our Sales Team and our high-value clientele . Your core mission is to provide Trust and Support to ensure that clients smoothly transition from our educational Webinars to a personalized 1-on-1 Strategy Meeting with our Wealth Strategist (WC) without hesitation. Important Note: This role is focused on Support, Engagement, and Coordination , not high-pressure or cold-calling sales. Working Hours & Reporting Working Days: Monday to Saturday. Standard Hours: 9:00 AM to 6...

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 4-8 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Job Summary The Financial Analyst will be responsible for analyzing financial data, preparing reports, forecasting trends, and providing insights to support strategic decision-making. This role involves working closely with cross-functional teams to ensure accurate financial planning, budgeting, and performance tracking. Key Responsibilities Conduct financial analysis, including variance analysis, profitability analysis, and trend forecasting. Prepare monthly, quarterly, and annual financial reports. Support budgeting and financial planning processes. Build and maintain financial models to evaluate business performance and new initiatives. Analyze cash flow, operating costs, and financial ri...

About RevaaOne RevaaOne is a real estate brokerage and advisory firm headquartered in Dubai, UAE, with a growing presence in India. We specialize in luxury and investment-grade real estate across Dubai, helping clients access premium residential and commercial opportunities. Our India division focuses on marketing, lead generation, and business development to connect Indian investors with the booming Dubai property market. Role Overview We are looking for a dynamic and self-driven Sales Manager to join RevaaOne as our first India-based team member. This role involves identifying, engaging, and converting Indian clients who are interested in purchasing properties in Dubai. The ideal candidate...

Job Opportunity: Investment Counselor Company: Bajaj Capital Limited(India's largest Wealth Management firm 60 years of legacy). Location: Gurgaon Preferred Qualification: CFP-certified candidates will be given preference Bajaj Capital Limited is looking for a skilled Investment Counselor to provide informed, need-based investment recommendations to clients. This is not a financial planning role the focus is on strong product knowledge and the ability to pitch suitable investment solutions based on client requirements, risk profile, and financial goals. Role Overview The Investment Counselor will guide clients toward the right investment choices by leveraging deep product expertise across mu...

Responsibilities: * Advice HNIs with Mutual funds investments * Manage HNI client portfolios * Provide financial planning * Execute wealth management strategies Location - Sector 3 Noida Employer contact - Jayant( 7982605331 ) Mobile bill reimbursements Retention bonus Sales incentives Performance bonus Health insurance Travel allowance Job/soft skill training

This is an individual contributor role. A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. Required Candidate profile NISM/IRDA/AMFI will be preferred. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. communication & quick grasping power.

Role Overview: We are looking for a motivated and skilled Wealth Manager / RM Pune with 4–5 years of experience in wealth management or financial advisory. The ideal candidate must have strong client acquisition capabilities , experience in managing investment portfolios, and deep knowledge of Mutual Funds, PMS, AIF , and other wealth products. This role focuses on helping clients achieve their financial goals while growing the client base for the organisation. Key Responsibilities 1. Client Acquisition & Relationship Management Independently acquire new HNI / mass-affluent clients. Build and maintain a high-quality client book with strong relationships. Assist clients with investment planni...

We are seeking a proactive and result-oriented Financial Adviser for a calling-based role to promote and sell financial products to prospective clients. The candidate will be responsible for making outbound calls.

Relationship Manager – Private Wealth to manage and grow relationships with Ultra High Net-Worth Individuals should have a deep understanding of wealth management products, strong client-engagement skills,&a proven ability to handle large portfolios. Required Candidate profile Acquire, nurture, and deepen relationships with UHNI clients, .Manage and grow a personal book of 100 Cr+ AUM across PMS, AIF, structured products, fixed-income instruments, and mutual funds. Perks and benefits Attractive Incentive Structure

Main responsibilities in finance area will be to support, Investment advisory billing, Third party payment, Quality analysis and assurance Work with business users on billing payment and quality assurance Conduct Calibration sessions in sync with the Delivery and QA team Develop, Recommend, and monitor corrective and preventive actions Develops and conducts briefings for the targeted group of advisors that address Service Quality deficiencies and/or improvement opportunities Prepare Daily/Weekly reports Understanding of capital market and asset management industry Basic knowledge of QA practices, theories, tools such as cypress and playwright and other quality detection techniques Understand...

Applications are invited for the role of Mutual Funds Advisor in Delhi, Bangalore, and Ahmedabad. To be considered, candidates must hold a Graduate Degree and have 6 months to 3 years of sales experience in Mutual Funds Sales /Demat Accounts /SIP. . The CTC ranges from 3 LPA to 5 LPA. English and local language proficiency is essential. Working hours are from 9 am to 6 pm, with Sundays off. Interested applicants can email - brdassociates@workmail.com or call 8377024167. NoTe - Age limit not above 32yrs

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

1) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...