2222 Investment Advisory Jobs - Page 25

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 Sales and Relationship Building HNI / UHNI Client Acquisition

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 Sales and Relationship Building HNI / UHNI Client Acquisition

Job Title: Private Banker Advisory Location: Bangalore / Chennai / Mumbai About the Role We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies. Key Responsibilities Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite. Devise tailored asset allo...

Responsibilities: Manage HNI client relationships Provide investment advice and products Cross-sell insurance and fixed income solutions Oversee portfolio management services Health insurance Annual bonus Provident fund

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Markets Group Investment Expert Job Description Job Title: Markets Group Investment Expert. Department: Markets Group. Market Experience: 3-8 years of relevant experience. Reports To: Area Head / Regional Head Markets Group. Location: Mumbai, Delhi, Kolkata and Bangalore. Job Summary We are seeking a knowledgeable and client-focused Equity Market Advisor to provide expert guidance on equity markets, design tailored investment strategies and help clients achieve their financial goals. The ideal candidate will have deep market insight, strong analytical skills, and a passion for delivering exceptional equity advisory services to high-net-worth individuals, family offices, and institutional cli...

The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research, performance reporting and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes an...

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 gene...

Job Title: Relationship Executive Location: Secundrabad, Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Learn and understand various investment products (Mutual Funds, Insurance, FD etc.). Support in preparing financial plans, proposals, and investment presentations. Maintain client databases and ensure timely follow-up. Participate in client me...

In-depth knowledge and understanding of the regulatory requirements in India across the functional areas. Robust understanding of the various products and services offered by the Private Bank business cluster with focus on Investments and Asset management (PMS/AIF/ Investment Advisory/ Research) businesses Understanding of Gity city regulations will be preferred Preferred Post graduate qualification and relevant experience commensurate with VP role gained in the legal or compliance departments. Strong knowledge of Indian business environment. Ability to work closely with other functions to find both technical and procedural solutions. Quick thinker with ability to understand complex transact...

Greetings from Avani consulting we are hiring For the leading AMC Role & responsibilities Key Accountabilities 1. Responsible for Sales for set of IFA mapped to him. 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3. Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenari...

Role & responsibilities Client Advisory Provide tailored financial advice and portfolio strategies to HNW/UHNW clients based on risk profile and financial goals. Client Acquisition Identify, engage, and onboard new high-net-worth clients through networking, referrals, and strategic outreach. Investment Products Recommend and manage a range of investment products (equities, bonds, mutual funds, etc.) aligning with client objectives. Third-Party Products (TPP) Offer and manage suitable third-party investment and insurance products, ensuring compliance and suitability standards. Relationship Management Maintain long-term relationships with clients through regular reviews, performance updates, a...

Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP's Call 9137797705

Conduct daily sales calling with prospective new clients and identify their Provide and develop solutions and suggest schemes to clients basis their requirements and Conduct timely and regular follow ups with the leads and tag them on broadcasts and new Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the Review and diversify existing client portfolio on a regular basis and provide guidance Achieve financial goals of the clients through various product Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solut...

Role & responsibilities Responsible for gathering assets for investment products such 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 fo the mapped book. Create an incremental SIP Book Will beresponsible for achieving the New Business development target by reactivating/activating new clients. Ensure all clients are metregularlys Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are don...

Role Overview: As an Investment Advisor at a company specializing in premium commercial real estate, you will have the opportunity to help clients invest in properties that offer stable rental yields, capital appreciation, and portfolio diversification. You will be responsible for advising high net worth individuals on alternative investment options, managing client portfolios, and driving investment pitches while ensuring your team meets sales and revenue targets. Additionally, you will have the chance to grow within the company with structured mentorship and attractive incentives for consistent closures. Key Responsibilities: - Lead and mentor a team of up to 10 advisors within 6 months - ...

As an Investment Advisor at the company, you will be responsible for providing investment advisory services to clients interested in premium commercial properties. Your role will involve guiding clients in making investments that offer stable rental yields, capital appreciation, and long-term portfolio diversification. **Key Responsibilities:** - Lead and mentor a team of advisors, with a target of up to 10 team members within 6 months - Advise HNI/UHNI clients on leased commercial assets as an alternative investment class - Manage client portfolios, focusing on capital protection and wealth growth - Drive investment pitches, financial discussions, site visits, and relationship management - ...

As a Business Senior Analyst at Citigroup, your role involves liaising between business users and technologists to exchange information effectively. You will work closely with the Technology team to contribute to continuous exploration of business performance and drive business planning. **Key Responsibilities:** - Define business, financial, and operations requirements and systems goals through collaboration with decision makers, systems owners, and end users - Identify and establish scope and parameters of systems analysis to define outcome criteria and measure-taking actions - Analyze business processes, capability gaps, data sources, interfaces, and process changes required to address ca...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

Role Overview We are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency...

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

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

Key Responsibilities: Acquire new clients through direct sales and convert leads into long-term relationships. Pitch and sell Kotak Securities products (Demat, Trading Accounts, Investment Plans, Mutual Funds, etc.). Build and manage strong relationships with clients to ensure customer satisfaction and retention. Meet and exceed monthly/quarterly sales and revenue targets. Generate leads through field visits, references, and networking. Maintain accurate records of client interactions, sales activities, and reports. Provide clients with updates on new products, services, and market trends. Work closely with internal teams to ensure smooth onboarding and servicing of clients. Key Requirements...

Relationship Manager Mutual Funds Location: Ahmedabad/Vadodara We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have strong experience in handling HNI/UHNI clients , with proven expertise in Mutual Funds and investment advisory . Key Responsibilities Client Relationship Management: Serve as the primary point of contact for assigned Retail/HNI clients, ensuring the highest levels of service and satisfaction. Business Growth: Drive upselling and cross-selling of Mutual Fund products; generate fresh leads through referrals and networking. Advisory & Planning: Profile clients, understand their financial goals, and provide cu...

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 ...