2222 Investment Advisory Jobs - Page 26

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...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description The wealth advisor will have to undertake the following responsibilities: Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Understand clients needs requirements and accordingly position products services Coordinate with product and research team for taking investment decision for the clients Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverag...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.

Job description To identify and acquire the customers. Maintaining the relationship with the customers. Retention of customers Cross-sell the investment party products Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that help them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. Generate revenues and AUM for the company as per the expectation Give high priority service to the customers as per the company processes Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products ...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

Job description Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer ...

As a Wealth Management Associate / Advisor in Trivandrum, Kerala, you will play a crucial role in managing and growing clients" investment portfolios to help them achieve their financial goals. Your responsibilities will include: - Assisting clients in managing their investment portfolios based on their financial goals and risk appetite - Providing personalized wealth management solutions including mutual funds, insurance, bonds, equities, and other financial products - Conducting periodic portfolio reviews and staying updated with market trends and regulatory guidelines - Collaborating with internal teams for client onboarding and compliance checks - Building and maintaining long-term clien...

As an Investment Advisor at a company specializing in premium commercial real estate, your role will involve advising clients on investing in properties that offer stable rental yields, capital appreciation, and long-term portfolio diversification. Your responsibilities will include mentoring a team of advisors, advising high net-worth individuals on leased commercial assets, managing client portfolios for capital protection and wealth growth, driving investment pitches and financial discussions, and ensuring your team meets sales and revenue targets. Your targets will include making connected calls, client talk time, site visits, and sales per month. For the position of Investment Advisory ...

Role Overview: As a Senior Business Analyst specializing in Wealth Management Transformation, you will be a key member of a dynamic team focused on driving strategic initiatives in various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your role will involve leading large-scale business analysis and transformation projects, collaborating with stakeholders to identify improvement areas, and creating detailed business requirements aligned with transformation goals. Key Responsibilities: - Conduct gap analyses and propose data-informed optimizations. - Facilitate workshops to align strategy and execution. ...

We are hiring a Sales & Investor Relationship Manager to drive NCD & structured debt sales, build investor networks, manage investor lifecycle, prepare reports, ensure compliance, and achieve fundraising & sales targets. Experienced in accounting Annual bonus

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Bareilly, Kanpur, Lucknow, Varanasi & Prayagraj 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-...

Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARS Qualification/s : Graduate in commerce / PG / MBA Location : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer

About the company: BDO India LLP is the India member firm of BDO International. We provide strategic, operational, accounting, tax, and regulatory advisory services to both domestic and international clients across diverse industries. With over 300 Partners & Directors and a team of more than 8500 professionals across 12 cities, we take pride in offering client-centric, knowledge-driven solutions that emphasize quality and efficiency. Our partner-led approach ensures tailored advisory, regulatory compliance, and business transformation services aligned with evolving global standards. About the Ethics & Independence Function: The Ethics & Independence (E&I) team plays a pivotal role in safegu...