1555 Investment Advisory Jobs - Page 27

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 ...

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 ...

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 ...

Role & Responsibilities Relationship Management: Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment Identify current and potential relationships with additional revenue potential and grow business Generate incremental business Achieve sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments, etc. Proactively sell the full range of consumer and commercial products to current and potential HNI relationships Increase...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Role Summary: The role holder is responsible for managing and deepening relationships with existing clients and acquiring new ones. Acting as a single point of contact, the Relationship Manager will enhance customer engagement and drive business growth by offering tailored banking and investment solutions. Key Responsibilities: Relationship Management Manage and grow the banking and investment portfolio from branch/retail customers. Develop and expand customer relationships with service levels exceeding expectations. Identify and nurture potential revenue opportunities within existing and new relationships. Generating Incremental Business Achieve sales targets across liabilities, retail asse...

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financi...

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financi...

Relationship Management Manage the banking and investment relationships of HNI, NRI, and UHNI clients Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with additional revenue potential and drive growth Sales & Business Development Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients Drive higher product and channel penetration to deepen client relationships and increase wallet share Por...

Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisit...

Job Summary: The Relationship Manager YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients. Key Responsibilities: Banking & Investment Relationship Management: Manage the banking and investment needs of premium branch/retail customers. Drive overall growth in liabilities and investment business from mapped relationships. Identify potential for revenue expansion and cross-sell opportunities. Business Development: Achieve sales targets across products inc...

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel p...

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting...

As a Financial Advisor / Investment Analyst, you will be responsible for managing, analyzing, and advising on personal and business financial matters with a focus on investment evaluation, equity management, capital risk analysis, and ROI projections. Whether working independently or as part of a team, your role will be pivotal in developing comprehensive financial plans tailored to wealth-building goals, reviewing investment proposals, and providing data-backed advisory on potential ROI, risk factors, and capital structure. You will also advise on equity distribution, debt structuring, and diversification strategies while conducting due diligence and evaluating financial health, market oppo...

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 ...

As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opp...

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship recor...

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge pr...

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products. .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product Min. 25-30 client candidate managing.

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.