1555 Investment Advisory Jobs - Page 26

Manage and grow banking and investment relationships with high-net-worth (HNI) clients, focusing on both liabilities and investment products. Identify new and existing client relationships with potential for incremental business growth. Meet sales targets across liabilities, retail assets, forex, cards, and fee-based investment offerings. Provide high-quality investment advisory and financial planning, including mutual funds, insurance products, and alternate investments, aiming to generate fee income. Deliver exceptional customer service and engagement through regular client communication, profiling, and customised advice. Ensure all sales and advisory activities are documented in accordanc...

As an Assistant Relationship Manager/ Relationship Manager based in Indore, your main responsibility will be to lead a sales team consisting of 5 to 8 members. You will focus on promoting research services to equity and commodity traders in the Indian market. It is crucial to nurture relationships with existing customers through phone calls and emails, while also proactively reaching out to potential clients from the database. Your role involves guiding the team in sales activities, follow-ups, and deal closures. You will play a key part in addressing client inquiries and resolving any issues they may have. Meeting sales targets, both at a team level and individual team members" level, is es...

The role of Relationship Manager - EQUITY at Choice Equity Broking Private Limited is a full-time on-site position based in Jalna. As a Relationship Manager, you will be tasked with managing client relationships, providing investment advice, handling client portfolios, executing equity trades, and ensuring overall client satisfaction. It is imperative for you to stay informed about market trends, conduct thorough research, and offer strategic financial solutions to clients. To excel in this role, you should possess the following qualifications: - Proficiency in Client Relationship Management and Customer Support - Experience in Investment Advisory and Portfolio Management - Capabilities in E...

You are a highly skilled and analytical Technical Business Analyst / Product Analyst with a strong background in the Asset and Wealth Management Domain. You have hands-on experience in Artificial Intelligence (AI) technologies, including LLMs like GPT, NLP, and AI-driven solutions. Your role is crucial in bridging the gap between business objectives and cutting-edge AI solutions, driving innovation and digital transformation initiatives. Your responsibilities include collaborating with stakeholders to gather and analyze business requirements related to AI product implementation in the Asset and Wealth Management domain. You will translate business needs into clear, actionable product and tec...

You are required to have a graduation degree and be currently employed to be considered for this position. Candidates working in SMC Global or any of our Trading Members will not be considered. The interview process will be conducted face-to-face. Your primary responsibilities will include developing and managing a team, creating strategic plans to expand the business for both B2C and B2B branches, and advising clients on profitable investment opportunities in equity, commodity, and currency products. You will be expected to maintain customer relationships through personal visits, phone calls, and correspondence, as well as identify cross-sell and up-sell opportunities. As part of the core r...

As an Assistant Vice President (AVP) of Sales, you will be responsible for developing and managing a team to achieve strategic planning goals for growing business in both B2C and B2B branches. You will provide advice to clients on profitable investment opportunities in equity, commodity, and currency products, while maintaining regular communication through personal visits, telephone calls, and correspondence. Your role will involve creating cross-sell and up-sell opportunities, identifying, acquiring, developing, and maintaining customer relationships, as well as delivering excellent customer support. Additionally, you will need to plan projects and activities systematically in alignment wi...

As a Financial Concierge, you play a crucial role in sourcing leads and providing expert guidance on our investment products. Your deep understanding of financial principles and ability to articulate the distinct advantages compared to traditional investment options will be key. Prior background in wealth management is a plus. Your responsibilities include qualifying and engaging hot leads to assess their suitability, driving interactions with our RIAs, and ensuring high-quality prospects interact with our advisory team. You will explain the unique aspects of our investment products, provide insights into how the plan operates, and highlight potential benefits to clients. Guiding prospects t...

Bajaj Capital is currently hiring Relationship Mangers for North Location . Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell pr...

You will be working as the Chief Financial Officer (CFO) at SG Group, a prominent Singapore-based maritime company with a diverse range of services offered through its core entities. Your primary responsibility will be to oversee the global financial management of SG Group, ensuring financial health, regulatory compliance, tax compliance, and strategic growth. This role will require you to manage financial operations, accounting, and reporting on a global scale, optimize cash flow, and provide leadership in investment and M&A decisions. As the CFO, you will be expected to provide financial leadership across SG Group, ensuring a robust financial strategy and governance. You will also oversee ...

As an Assistant Vice President of Sales, your primary responsibility will be to develop and manage a high-performing team. You will be required to create strategic plans to expand business opportunities for both B2C and B2B branches. Advising clients on profitable investment opportunities across various asset classes such as Equity, Commodity, and Currency products will be a crucial part of your role. To ensure strong customer relationships, you will need to stay in touch with clients through personal visits, telephone calls, and correspondence. Your focus will also involve creating cross-selling and upselling opportunities, as well as identifying, acquiring, and maintaining customer relatio...

Who are we Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolios health, discover new stocks, and stay ahead of global investment trendswithout the guesswork. Backed by investors like July Ventures, Arora Ventures, Cadenza and HDFC, Stockal offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter St...

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Co...

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Co...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Hiring: Independent Financial Advisor (IFA) Responsibilities: Acquire & onboard IFAs to grow AUM Train & support IFAs on products Complete onboarding & referrals Cross-sell investment & wealth products Build strong franchise relationships Required Candidate profile Mumbai / Pune | 6–11 LPA | Top Private Bank Subsidiary 2–5 yrs in Mutual Funds / PMS / AIF sales B2B sales experience Graduate / PG; NISM 10 preferred call 9022157571 Khyati www.hyfly.in

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and ab...

Roles & Responsibilities: Customer Relationship Management Manage banking and investment relationships with Yes Premia clients Drive overall growth in liabilities and investment business from branch/retail customers Develop and expand client relationships by delivering service levels that exceed expectations Identify and engage high-potential clients to increase business volume and wallet share Business Development & Sales Achieve sales targets across product categories: liabilities, retail assets, business banking, forex, cards, and investments Proactively sell the full range of consumer and commercial banking products to both existing and prospective customers Deepen existing relationships...

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while ser...

Job Summary: The Wealth Relationship Manager is responsible for acquiring, growing, and managing relationships with high-net-worth clients by providing customized wealth solutions, financial advice, and investment products tailored to client profiles. Key Responsibilities: Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs). Offer customized investment and banking solutions based on client needs and risk appetite. Deepen relationships by cross-selling wealth management products like mutual funds, insurance, structured products, and loans. Conduct regular portfolio reviews and monitor financial goals of clients. Ensure compliance with internal and regulatory policies while ser...

Role & Responsibilities: Relationship Management Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations Identify current and potential relationships with additional revenue opportunities and scale up business accordingly Generating Incremental Business Achieve sales targets across multiple product categories including liabilities, retail assets, business banking, forex, cards, and investments Actively promote the full suite of consumer and commercial products to existing and prospective HNI clients Incr...

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated ...