2222 Investment Advisory Jobs - Page 24

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

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

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

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

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Company Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a Great Place to Work, ARWL boasts a strong culture of trust and collaboration. The company's offerings include wealth creation, risk management, tax planning support, and estate planning, with a presence in 18+ locations across India and an international office in Dubai. Role Description This is a full-time on-site role for an Account Manager based in Chennai. The...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

You will be working as an AVP/VP- Compliance category III with a leading Investment Advisory Firm in Mumbai/Gurgaon. Your role will involve managing Finance & Accounts, Compliance & Governance, AIF (Category III) Management, Investment Advisory (RIA), and AIF III Operations. **Role Overview:** In the Finance & Accounts (Indian Entity) domain, you will be responsible for managing accounts, billing, audit, invoices, taxes, salary processing, banking, and treasury operations. Additionally, prior exposure to transfer pricing and POEM (Place of Effective Management) will be beneficial. **Key Responsibilities:** - Manage accounts, billing, audit, invoices, taxes, salary processing, banking, and tr...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

You will be responsible for creating a creative and effective content strategy for WA's digital campaigns. This includes developing content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. Your role will involve producing eye-catching and original content with a focus on grammar, brevity, and syntax for various corporate marketing and communications materials. Additionally, you will be tasked with creating and delivering press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your work will span across different content production areas such as website pages...

As a Senior Relationship Manager at Centricity WealthTech, your primary role will involve managing and nurturing client relationships, identifying client needs, and ensuring client satisfaction. You will be responsible for developing and executing strategic plans to meet client needs, providing investment advice, and conducting financial analyses. Your day-to-day tasks will also include maintaining regular communication with clients, collaborating with internal teams for seamless service delivery, and staying updated on industry trends to provide clients with relevant information. Key Responsibilities: - Manage and nurture client relationships effectively - Identify and address client needs ...

Job Description: Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue gen...

Will work alongside & support Investment Team, owning a distinct aspect of the investment due diligence process.Use extensive collection of internal & external info resources to gather, filter,synthesize & deliver insights on due diligence projects Required Candidate profile Graduate/post graduate with 5-15 yrs exp (relevant exp in primary / secondary research ) Strong analytical skills/data research capabilities.Diverse sectoral knowledge,open to travel across country.

Role & responsibilities Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client wallet assure. Identifying Prospective clients and acquiring new clients. Candidate should have experience of managing /acquiring wealth & HNI customers. Preferred candidate profile Candidate should have atleast 4 years of experience handling Wealth Product Sales Any Graduate/Post Graduate with Relevant Experience Good Relationship Management and service focu...

Job Title: Personal Finance Executive Location: Vashi, Navi Mumbai Experience Required: 8 - 12 years Qualification: B.Com / M.Com / CA (Inter) / MBA (Finance) or equivalent Job Summary We are looking for a proactive and self-driven Personal Finance & Investment Strategist to manage the end-to-end financial portfolio of the promoter and family office. The ideal candidate must have strong expertise in personal finance, taxation, investment strategy, and property management with a high degree of confidentiality and independence. Key Responsibilities Manage individual and family accounts including income, investments, taxation, and documentation. Handle the promoters investment portfolio equitie...

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...

Responsibilities: * Manage client relationships through regular communication & meetings * Collaborate with investment team on portfolio strategies * Provide financial advice & product recommendations Annual bonus Health insurance Provident fund

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Trichy Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Madurai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 10+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and devel...

Role Overview: As a candidate for this role, you will be responsible for prospecting and acquiring clients for Trading & Demat Accounts. Your focus will be on identifying and onboarding high-potential clients from retail, HNI, and corporate sectors. You will also need to stay updated on financial markets, competitor offerings, and regulatory changes to effectively pitch the company's services. Key Responsibilities: - Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. - Digital Onboarding: You should be able to onboard clients digitally for DMAT Accounts. - Market Research: Stay updated on financial markets, competitor ...

As a Wealth Manager in Chennai, your role involves acquiring HNI clients from the Affluent & Super Affluent Client segment to expand the client base. You will be responsible for managing client relationships, increasing AUM from preferred clients, and providing investment advice to Affluent clients. Additionally, you will research and update clients on investment opportunities and financial market trends, collaborate with the product and research team for investment decisions, and assist in organizing seminars and workshops for business development. Key Responsibilities: - Acquire HNI clients from the Affluent & Super Affluent Client segment - Manage client relationships and increase AUM fro...

Deal with the HNI clients and sell products - Recruit and train distributors - Organize and recruitment events for distributors - Continued training and motivating the team to drive business - No need for IRDA or Mutual Fund exam. Direct empanelment. Required Candidate profile Life Insurance Agency channel - Must have built good Life Insurance advisor or Mutual Fund distributor base. - No direct selling. - Qualification: Graduation & above - Good communication skills

- Guide clients in equity investments - Provide research-based stock recommendations - Manage client portfolios effectively - Ensure superior client servicing & retention - Stay updated on market trends & regulatory changes Required Candidate profile - Graduated in Finance/Commerce - Salary up to 5.50 LPA + Incentives - 1–4 years of experience in equity advisory/stock broking - Strong knowledge of equity & investment More Info :: 84888 33693

Relationship Manager to take full ownership of his/her client portfolios. Acquire new Wealth HNI clients (RV of 5 cr 300 cr), identify their needs and showcase offerings as per their asset allocation & requirements. Cross-sell products and services to clients by collaborating more within other divisions of the group through effective introductions. Products profile include MF, PMS Scheme, Banking and related products. Deliver Targets as per KRA s. 5-8 years of experience in financial & banking industry with relevant experience in investment advisory Teamwork and Collaboration Post-graduate qualification would be preferred Ability to initiate and hold interactions with HNI Clients and deepen ...

Urgent Hiring for Team Leader and Executive Profile in AMC Location - Mumbai- Kurla CTC- 4 to 8 Lpa To re-activate and build profitable relations with m. Stock inactive clients. Core Responsibilities * Contact and engage with inactive clients to reactivate them. * Build relationship to generate revenue through MTF book building and broking transactions through advisory. * Own reactivated client relationships to delivered laid business objectives. * Ensure and Improve client contact ratio. * Cros-sell third-party products MF SIP and Portfolio Advisory. * Ensure adherence to SEBI and Asset regulations, risk management protocols, and internal policies.e & responsibilities Intrested candidadate ...