3036 Investment Advisory Jobs - Page 22

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. Experience : 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. ...

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...

• Write reports, blogs & newsletters on markets • Conduct equity, sector & macro research • Analyse financial statements & ratios • Prepare quarterly result notes & company profiles • Track economy, policy & market developments Required Candidate profile • NISM RA / CFA (preferred) • Strong finance & economics knowledge • Proficient in Excel, Word, PowerPoint • Skilled in financial analysis & valuation • Excellent research & writing ability Perks and benefits Equity Research Learning Platform

Manage a portfolio of existing & prospective clients through virtual platforms (phone, email, WhatsApp, video calls) Upsell & cross-sell mutual fund products & related services Track & achieve sales & revenue targets info.aspiringmantra@gmail.com Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) NISM Series V-A certification (Mutual Fund ) What's Up 9318431991

Responsibilities: * Provide investment advice to clients * Collaborate with wealth management team * Manage client portfolios * Monitor market trends * Ensure compliance with regulatory standards

Job description Required NISM V-A Certified Freshers & Experienced Candidiates. SBI, Nippon, UTI - MUTUAL FUND Mutual Fund Customer Service Good Communication Skills Inbound & Outbound calling Shift- 8 am to 8 pm window shifts (any 9 hrs) Week Off: Sunday and rotaitional off Graduation mandatory Salary: 18K To 30K CTC Required Candidate profile Fresher & Experienced can apply If NISM Certified V-A, 10k Joining Bonus. Qualification: Graduates To schedule your interview Call or send your CV via Email & WhatsApp HR Jaspreet - 9594961350 Jaspreet.singh3@startek.com Address: Startek Bay-F, 119, 1st Floor, Rupa Solitaire, MBP, Ghansoli, Navi Mumbai.

-Identify & source potential high net-worth clients through networking, referrals & marketing initiatives -Conduct assessments to understand client financial goals, risk tolerance, and investment horizon -Establish strong relationships with clients Required Candidate profile -Regularly review client portfolios and make necessary adjustments to align with financial objectives -Monitor investment performance & provide clients with detailed reports on their portfolio status

About Equentis: Equentis is not just another name in the investment world were 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. What You Will Do 1. E...

About Equentis: Equentis is not just another name in the investment world were one of Indias 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. What You Will Do 1. En...

About Equentis: Equentis is not just another name in the investment world were one of Indias first online, non-discretionary equity advisory companies , backed by SEBI regulations and over a decade of deep market expertise. Since 2009, weve 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. What You Will Do 1. Eng...

You are invited to kickstart your career in Mutual Funds & Wealth Management with DR. Shares & Stock Brokers in Chandigarh. As a Wealth Management Trainee, you will have the opportunity to work on mutual fund operations, SIP planning, market research, and client interactions. This role is tailored for freshers with basic finance knowledge, good English communication skills, and a keen interest in investments. Full training will be provided to candidates who are enthusiastic about learning and personal growth. Key Responsibilities: - Conduct client Zoom meetings & portfolio discussions - Support SIP planning & goal-based recommendations - Track mutual fund performance & market updates - Maint...

Senior RM will be responsible for building & managing relationships with clients. Assess their financial needs and offer solutions from the company's portfolio of Equity, MF, Loans and other Financial products. Required Candidate profile Strong Inter-personal skills. CRM. HNI Client Handling. Portfolio review.

Company Description Anand Rathi is a premier full-service investment bank established in 1994, known for delivering comprehensive financial services and wealth management solutions to individuals, corporations, and institutions. With headquarters in India, the firm has a strong presence in over 350 locations across the country, along with international offices in Dubai, Hong Kong, and New York. Empowered by a team of over 4,000 professionals, Anand Rathi provides expert research, advisory, and investment services tailored to diverse client needs. Offering products across various asset classes, the company integrates technology-driven platforms with personalized services to ensure optimal cus...

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 collectio...

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 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, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Skills Experience - 1. Should be from Broking Industry with minimum of 2 years of experience. 2. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable. 3. Experience in Selli...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & enh...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Mandatory Key Skills- relationship management,hni,private banking,bro...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

Head/Senior Relationship Manager - Wealth Management - Investment Banking Firm We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriat...

One of my Clients, an Investment Banking firm that is now foraying into the Wealth Management space is looking for a Head /Senior Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakehol...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...