2222 Investment Advisory Jobs - Page 22

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - ITPL Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Specia...

Looking for 50+ Aged Indians or people seeking reliable 2nd income to stay active after retirement Proven Leadership/HR skills preferred Unlimited earning potential without investment Full office support, amenities and employee benefits Required Candidate profile Interested prospects shall be screened virtually on Zoom Call Any Indian Citizen of any age may apply Candidates with proven Leadership/HR skill preferred Must be comfortable in Hindi and English

Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

Dear Aspirants, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency...

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

HNI/UHNI and Corporate client acquisition; Build and increase client base by developing, maintaining and deepening client relationship; Provide financial planning and advise investment products in alignment to financial goals; Annual bonus Provident fund

Job Title: HNI/COE Staff - About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality...

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 2-5 years of experience in Wealth Product 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

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct ...

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct s...

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

As an Area Manager- Wealth at Motilal Oswal Financial Services Ltd. (MOFSL) located in Gurugram, your main responsibility is to manage and grow the wealth portfolio in the assigned region. You will play a crucial role in ensuring client satisfaction, driving business growth, and delivering comprehensive wealth management solutions by collaborating with internal teams and external partners. Key Responsibilities: - Manage and grow the wealth portfolio in the assigned region - Ensure client satisfaction through effective wealth management strategies - Collaborate with internal teams and external partners to deliver comprehensive wealth management solutions - Drive business growth by identifying...

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Key Responsibilities Client Acquisition & Relationship Management: Identify and attract new HNI clients through strategic efforts and referrals. Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships. Ensure high levels of client engagement and satisfaction. Financial Planning & Solutions: Understand clients' unique financial goals and aspirations. Provide customized financial planning, portfolio management, and wealth management services. Develop strategies that align with clients' risk appetites and return expec...

As a Client Engagement Manager, you will play a crucial role in maintaining and enhancing key client relationships by providing exceptional service delivery. Your strategic thinking, financial acumen, and excellent communication skills will be key in this role. - Act as the primary point of contact for key clients and effectively manage their accounts. - Tailor solutions based on understanding client goals, risk profiles, and investment preferences. - Drive client engagement through regular meetings, updates, and performance reviews. - Collaborate with internal teams to deliver comprehensive wealth management solutions. - Handle client escalations, feedback, and ensure high satisfaction and ...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role & responsibilities Lead a team of Relationship Manager/ Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other Assets products through Relationship Managers / Sr. Relationship Managers. Driving customer coverage and ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile. High energy and drive with a blend of sales and service. Ability to manage and motivate front office staff. Customer first attitude. Graduate: 6-8 years of experience. Should be Persuasive with excellent interpersonal skills. Age up to 37.

Role & responsibilities The Business Development Manager (BDM) will be responsible for driving business growth, identifying new market opportunities, developing and executing strategies for acquiring new customers, and building strong, long-term client relationships. This role requires a proactive, results-driven individual with excellent communication and negotiation skills. Role : BDM Business Development manager Department : Sales Industry : Manufacturing (Elevators) Shift : 9am to 7pm ( Mon to Sat) What We're Offering: Excellent salary + incentives, Training and full support by giving you the knowledge and confidence needed for greatness, Amazing growth prospects and upward mobility, bui...

Key Responsibilities Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients . Prospect and onboard investment distributors / IFAs to expand product reach. Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.). Conduct regular portfolio reviews, client meetings, webinars, and investor events. Run end-to-end investment sales cycle : lead generation, pitching, documentation, closure, and post-investment servicing. Coordinate with internal teams (product, operations, compliance) for smooth execution. Use digital/social media and other channels to educate c...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...

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

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets 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 branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship re...

• 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

• 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

Role: Investment Product Specialist - Digital Wealth Location- Mumbai Job Description : The purpose of the job is to be responsible for providing expert knowledge and support in the domain of securities products. This role involves deep understanding of investment products, market trends, and client needs to enhance the product offering and drive business growth. Key Responsibilities: Product Expertise: Develop and maintain an in-depth understanding of securities products, including equities, bonds, derivatives, and more. Stay updated on market trends and competitor offerings. Product Enhancement: Identify opportunities to enhance existing securities products. Collaborate with product develo...

We are currently looking to hire young and energetic Relationship Manager/Sr Relationship Manager for Kolkata ,Dhanbad and Bhubaneswar location. Job Description - As a Relationship manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the...