2222 Investment Advisory Jobs - Page 23

Role Overview: As a Customer Bond Advisor at LiquiBonds, you will be part of a rapidly growing platform specializing in Fixed Income Products, including Bonds, NCDs, AIFs, and other innovative investment opportunities. Your role will involve acting as a trusted financial partner to investors, understanding client aspirations, mapping suitable fixed-income products, and building lasting client relationships by offering tailored solutions. Key Responsibilities: - Engage in client engagement and prospecting by initiating outbound calls and virtual meetings with potential and existing investors. - Conduct consultative sales by pitching, explaining, and simplifying fixed-income products in an eng...

About the Company Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton Solution's AtlasFive is a comprehensive enterprise management platform specifically designed to allow todays modern Family Office meet the unique and varied For More details please visit: https://eton-solutions.com/ Key Responsibilities : Regulatory Compliance & Governance - Act as Principal Officer under SEBI (Investment Advisers) Regulations, 2013. - Ensure full compliance with SEBI regulations, including periodic filings, disclosures, and inspections. - Oversee client KYC, risk profiling, and documentation as per SEBI guidelines. - Liaise with SEBI and o...

Job Title: Associate Multi Family Office Advisory Company: TAM India Family Office Advisors Location: Tapasya Corporate Heights, Sector 126, Noida Work Mode: Hybrid How to Apply : Apply on email only - [HIDDEN TEXT] AI restrictions: Do not use AI job application tools. About TAM India Family Office Advisors TAM India Family Office Advisors is a boutique advisory firm specializing in multi-family office services, offering tailored investment, tax, and estate planning solutions to high-net-worth families across India. We pride ourselves on delivering personalized, discreet, and strategic financial guidance that aligns with long-term family goals. Role Overview We are seeking an experienced and...

About the Ethics & Independence Function: The Ethics & Independence (E&I) team plays a pivotal role in safeguarding the firms reputation and regulatory compliance by proactively managing internal risks related to client acceptance, engagement continuance, and conflict of interest assessments. The team ensures the firms adherence to internal policies and global independence standards applicable to both audit and non-audit services. The opportunity: As a Manager Ethics & Independence, you will take a role in ensuring compliance with the firms independence and conflict management policies. This role demands advanced subject matter expertise in ethics, regulatory compliance, and risk mitigation ...

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performan...

PositionManager Hiring Grid MaxLocation Open Position Investment Portfolio CounsellorGopal Lakhotia 1st Round - Regional Heads 2nd Round - Head Investments Role/Job Title: Investment Portfolio Counsellor Department : Wealth Management >Sales > Private Banking Group Job Purpose: Private Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market. Roles & Responsibilities: Provide expert advice and guidance to ...

As an Associate at TAM India Family Office Advisors, you will play a crucial role in supporting the Multi Family Office Advisory team. Your responsibilities will involve assisting in managing client portfolios, supporting tax planning activities, and collaborating with internal teams to deliver comprehensive financial solutions. **Key Responsibilities:** - Assist in managing client portfolios across asset classes such as equity, debt, alternatives, and structured products. - Support tax planning and compliance activities for family office clients. - Coordinate with custodians, fund managers, and tax consultants to ensure smooth operations. - Prepare investment reports, tax summaries, and per...

Job Purpose As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics. Main Accountabilities Business Development To Develop the strategic plan for Wealth Management to meet business objectives Monitor and analyze performance metrics including...

Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location Kolkata, Ahmedabad and Chennai If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To gene...

Greetings for the day!! ICICI Securities is hiring for the role of Relationship Manager across multiple locations. Location Delhi, Bangalore and Mumbai If interested, kindly share your cv on sejal.ghadge@ext.icicisecurities.com Relationship Manager Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To generat...

The Playing Captain role in Private Banking combines leadership and client coverage responsibilities. The individual will lead, mentor, and manage a team of Relationship Managers, while also maintaining and growing their own book of Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This dual responsibility ensures the leader remains actively engaged in business development, client servicing, and revenue generation while setting an example for the team. Key Responsibilities: Lead a team of Relationship Managers, providing strategic direction, coaching, and performance management. Drive the teams overall revenue, client acquisition, and asset under management (AUM) targets. Foster ...

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...

This is regarding opening with a leading Investment Advisory Firm as an AVP/VP- Compliance category 3 Designation: AVP/VP- Compliance category III Experience: 6 to 15 years of work experience in Compliances, Operations and Accounts of AIF 3 and the Investment Location: Mumbai/Gurgaon/Any where in India Job Role: Finance & Accounts (Indian Entity) Manage accounts, billing, audit, invoices, taxes, salary processing, banking, and treasury operations with support from external vendors. Prior exposure to transfer pricing and POEM (Place of Effective Management) will be an added advantage. Compliance & Governance (Indian Entity) Ensure timely completion of statutory compliances, board resolutions,...

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com

Job roles duties and responsibilities investment management is the professional management of financial assets and other investments belonging to an investor. An investment manager will use their knowledge, skills and experience to invest money on behalf of their client, within a scope that the client has defined and in line with the clients appetite for risk. Other areas of involvement can include banking, budgeting and tax services. Clients range from individuals investing their personal wealth to large institutional investors. Before making investment decisions, investment managers will ascertain the clients investment objectives. They will work with them to develop short- and long-term i...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Surat, Baroda, Ahmedabad & Indore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Year...

Hiring: Sr Manager / Chief Manager / AVP Wealth Management Locations: Delhi (Connaught Place, Bhikaji), Noida/Gurgaon, Bangalore, Chennai, Hyderabad, Mumbai, Kolkata, Pune Budget: 15–20 LPA Key Responsibilities: Develop and provide client solutions based on individual requirements Conduct regular follow-ups with leads and share updates/news articles Expand client base through new clients and referrals, building AUM Initiate timely portfolio reviews for existing investors Upsell and cross-sell products, keeping clients updated on market trends Share research papers, scheme updates, and other relevant information with clients Conduct marketing activities in coordination with regional and produ...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

As a PCG Advisor and Relationship Manager (Sales) and Advisory at Anand Rathi, your role will involve managing client relationships, providing high-quality investment advice, and driving sales growth. You will be responsible for analyzing client portfolios, offering tailored investment solutions, conducting financial planning, ensuring customer satisfaction, and meeting sales targets. Collaboration with internal teams is essential to leverage research and improve client outcomes. **Key Responsibilities:** - Manage client relationships and provide investment advice - Analyze client portfolios and offer tailored solutions - Conduct financial planning and ensure customer satisfaction - Drive sa...

This is regarding opening with a leading Investment Advisory Firm as an AVP/VP- Compliance category 3 Designation: AVP/VP- Compliance category III Experience: 6 to 15 years of work experience in Compliances, Operations and Accounts of AIF 3 and the Investment Location: Mumbai/Gurgaon Job Role: Finance & Accounts (Indian Entity) Manage accounts, billing, audit, invoices, taxes, salary processing, banking, and treasury operations with support from external vendors. Prior exposure to transfer pricing and POEM (Place of Effective Management) will be an added advantage. Compliance & Governance (Indian Entity) Ensure timely completion of statutory compliances, board resolutions, and audits in coor...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Real Estate - Pre-Sales Executive or Manager /Sales Executive or Manager - Luxury Projects & High Incentives, Pune Role & responsibilities Preferred candidate profile Real Estate - Pre-Sales Executive or Manager /Sales Executive or Manager - Luxury Projects & High Incentives, Pune Location: Kharadi | Viman Nagar | Kalyani Nagar | Magarpatta | Keshav Nagar | Wagholi | Hadpsar | (Work from Office + Site) Who We Are: Vastu Home Advisory Company Overview: Vastu Home Advisory is a fast-growing Channel Partner associated with Pune's top A-grade developers like Kolte-Patil, Lodha, Gera, Kohinoor, VJ, Mantra, VTP Realty, Godrej, Nyati, Majestique, and more. We specialize in premium & luxury resident...

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes. Perks and benefits as per industry norms

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...