1555 Investment Advisory Jobs - Page 28

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7...

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate me...

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manag...

deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in clients" lives and financial well-being. We are currently seeking Qualified Wealth Managers to join us on our journey of continued growth. As a Wealth Manager at deVere, you will have the opportunity to manage a diverse portfolio while receiving comprehensive training, continual career advancements, and the chance to learn and develop with the business. Our CEO, Nigel Green, emphasizes the importance of training and has fostered a culture of ongoing career support to help employees achieve their career aspirations. At deVere, we value hard work and are committed to supporting our team members i...

As an Investment Specialist at Private Bank, you will play a crucial role in providing tailored solutions to our diverse clients through our network of specialists across the globe. Our Private Bank caters to UHNWIs and Family Offices by offering personalized banking, investment, and credit services through a dedicated team. With a presence in key financial hubs like the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore, and Dubai, we deliver bespoke services to our international clientele. Our business focuses on high growth and emphasizes delivering personalized services and innovative client solutions with access to the Corporate and Investment Bank. To excel in this role, yo...

You will need to build a strong understanding of a client's risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product to resident individual clients, NRIs, families, or Corporate Groups. The quality of work expected from a relationship manager includes providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms. You will be responsible for determining clients" needs and financial abilities to propose solutions that suit them. Additionally, you will perform comparative market analysis to estimate the property's value. You will also be involve...

Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in

Responsibilities: Handle HNIs, provide investment advice & manage insurance sales . Build strong relationships with clients through customer engagement & retention. Health insurance Accidental insurance Sales incentives Performance bonus Referral bonus Provident fund Maternity leaves Accessible workspace Assistive technologies Maternity benefits in mediclaim policy

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

As an Accounts & Audit Assistant at Jaiswal Brajesh & Co., you will be responsible for preparing and finalizing financial statements and audit reports. You will conduct statutory, internal, and tax audits, as well as work on GST, TDS, and income tax compliance. Additionally, you will assist in preparing project reports, pitch decks, and financial modeling. Your role will also involve supporting investment advisory and consulting assignments. To be eligible for this position, you should have a B.Com/M.Com/CA Inter qualification (preferred) and possess working knowledge of SAs, IndAS, Tally, and Excel. Strong analytical, reporting, and communication skills are essential for this role. This is ...

You will be working as a Relationship Manager in the Private Client Group at IIFL Capital Services Limited based in Bihar. Your primary responsibility will be to establish and nurture strong relationships with high net worth individuals (HNWIs) and other key clients. This full-time position entails tasks such as portfolio management, providing investment advice, conducting financial analysis, and identifying new business opportunities. It is crucial to monitor client portfolios, suggest investment strategies, and ensure high levels of customer satisfaction and retention. To excel in this role, you should possess proven experience in portfolio management, investment advisory, or similar finan...

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. A business manager as he would be responsible for P & L...

Job description 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. Conduct regular marketing activities in coordi...

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, an...

Responsibilities: * Cold call leads, close deals * Manage client relationships, retain business * Meet sales targets through effective communication * Identify new opportunities, grow revenue stream

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - nirav.soneji@kotak.com

Roles and Responsibilities Manage investor relationships through effective communication, ensuring timely updates on investment portfolio performance. Develop and implement investment strategies to maximize returns while minimizing risk. Identify potential investors, negotiate deals, and close fundraising transactions. Oversee fund management activities, including budgeting, forecasting, and reporting. Provide expert advice on investment advisory services to clients.

Direct sales of demat accounts (Opening) and margin collection for equity, commodity and currency for Sharekhan Revenue generation through brokerage To research, investigate and update clients on available investment opportunities/financial market trend to determine whether they fit into clients portfolios Handle and manage HNI clients Cross-Sales (Training products) Required Qualifications, Experience & CTC: Any Graduation/ Postgraduate Any prior experience in a similar field (Broking, Investment Advisory) is an added advantage Exp 1 to 3 Years || Salary: 15,000 to 30,000 Required skill set: In-depth knowledge about the stock market industry Should be target oriented Good Selling skills Sho...

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR or call 9824555536 Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Mutual Funds B2B Sales (Mumbai) Job Location: Mumbai,Maharashtra Experience Required: 3 to 8years CTC Offered: Up to 15LPA Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-info...

URGENT REQUIREMENT ( REMOTE ): RETIRED/ HOMEMAKERS/ BUSINESS OWNERS/ FINANCE PROFESSIONALS At least 28 years of age. At least be a Class 12 pass. (Graduates preferred) Be a current resident of Guwahati. Attend screening interview in-branch. Not sales Work from home Referral bonus Job/soft skill training Flexi working Capability building program Women mentorship program Veteran mentorship program Returning mother's program Women internal network Veteran hiring program