1555 Investment Advisory Jobs - Page 25

Job Description: Relationship Manager - Wealth Experience: Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM...

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...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Bijjawara & Dodballapur Industrial Town 1 Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by gen...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. En...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road, 100 Feet Road & CMH Road) 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 exp...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Job Description Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors and more focus is upon Institutional Sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Manager...

Finance Graduates only (Freshers can apply - Excellent Comms) Must have exposure to Financial Products Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM Pick & Drop Cabs provided Immediate joiners or 30-day notice WhatsApp: 9810996899 Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

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

Role & responsibilities Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Preferred candidate profile Minimum 1 year to be completed by candidates in their current organization's. Cibil score should be more than 650

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Aurangabad Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income object...

Roles and Responsibilities Provide financial advisory services, including investment advisory, portfolio management, and wealth management. Maintain accurate records of client interactions, sales activities, and performance reports.

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product an...

Were Hiring: Digital Relationship Manager Sales Location: [Indore] | Experience: 6 Months to 2 Years Join our high-energy Digital Broking team and drive client engagement through digital-first strategies! What Youll Do: Handle hot leads no cold calls! Understand client needs & offer smart financial solutions Drive customer success via digital channels Cross-sell products and manage CRM follow-ups Collaborate with teams to ensure smooth service delivery What You Bring: 6 Months in Relationship Management / Sales Strong communication + digital fluency (CRM, apps, tools) BFSI / Fintech / Digital background = bonus Passion for helping customers & growing business Why Join Us Fast-paced digital e...

As a Business Development Professional at Adityaraj Capital Pvt. Ltd., you will play a crucial role in the growth of our investor community. Your responsibilities will involve identifying and onboarding retail as well as HNI investors, establishing partnerships with financial advisors, wealth managers, and channel partners. You will be tasked with educating clients on intelligent investment solutions and strategies to enhance their wealth. Additionally, conducting investor meetings, webinars, and presentations will be part of your routine to stay connected with the market trends and explore new opportunities. To excel in this role, we are looking for individuals with at least 1 year of exper...

You will be joining Systematix Group as an Equity Research Associate focused on the Non-Banking Financial Companies (NBFCs) within the Institutional broking sector. Located in BKC, Mumbai, Systematix Group is a prominent financial services firm with a strong presence in various financial domains such as Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With over 35 years of experience and a team of more than 300 professionals, Systematix is dedicated to delivering value-driven solutions to clients across different sectors, establishing itself as a trusted partner for businesses at every stage of their journey. Your key responsibilities in th...

As a Cluster Head at YES SECURITIES, based in Kanpur, you will play a crucial role in overseeing the sales of Yes securities Product from the Yes Bank channel. Your main objective will be to ensure the achievement of business targets by effectively managing branch staff, nurturing client relationships, devising strategies to meet financial goals, and collaborating with senior management to align branch activities with company objectives. To excel in this role, you should possess strong leadership and team management skills, along with proficiency in financial planning, analysis, and investment advisory. Excellent communication and interpersonal abilities are essential for fostering client re...

You will be joining as a Senior Business Partner with a wealth of experience ranging from 10 to 15 years. In this role at a leading NBFC located in Delhi or Kolkata, you will be responsible for serving as a trusted advisor to both existing clients and potential Wealth Management prospects. Your primary task will be to identify and capitalize on new opportunities, providing tailored financial planning assistance and asset allocation recommendations through our Investment Advisory services. By understanding and addressing the unique needs of each customer, you will play a crucial role in enhancing customer relationships and increasing the share of wallet from existing High Net Worth Individual...

As a strategic advisor at Lagrange Point's partner family office in Delhi NCR, you will play a crucial role in managing investments, wealth preservation, and succession planning for a prominent business family. Your responsibilities will include nurturing relationships with UHNIs, overseeing portfolio performance across various asset classes, and coordinating with external advisors to provide integrated wealth solutions. You will also be involved in governance framework development, identifying new investment opportunities, and contributing to strategic projects such as philanthropy and legacy initiatives. To excel in this role, you should have 10-15 years of experience in wealth management ...

Position: HNI Desk Head Wealth Management Location: Mumbai Experience: 7+ Years CTC: 25 to 40 LPA About the Role: We are seeking an experienced and results-driven professional to lead our HNI Desk in Mumbai. The role involves managing and growing relationships with High Net-Worth (HNI) and Ultra HNI clients, driving revenue through multiple investment products, and leading a team of wealth professionals. Key Responsibilities: Acquire and manage HNI & Ultra HNI clients with focus on revenue generation through Equity, Commodity, and Currency segments. Lead, mentor, and retain a team of HNI Relationship Managers, Advisors, and Desk Heads. Drive cross-selling of key products including Mutual Fun...