3036 Investment Advisory Jobs - Page 29

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of M...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. ...

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 collecti...

Wealth Relationship Manager (Wealth RM) Role: Wealth Relationship Manager Department: Wealth Location: Delhi/NCR/Lucknow/Jammu/Mohali/Ludhiana/Bareilly/Gorakhpur To acquire, manage, and grow a portfolio of affluent / high-net-worth clients by providing tailored wealth management solutions, delivering superior customer experience, and ensuring compliance with regulatory guidelines. Key Responsibilities 1. Client Acquisition & Portfolio Growth Acquire new affluent / HNI clients through referrals, market visits, and networking. Achieve monthly acquisition and revenue targets. Deepen wallet share by cross-selling wealth and banking products. 2. Relationship Management Build strong and long-term ...

Responsibilities: * Acquire new HNIs through Mutual funds investment advisory * Manage HNI client portfolios * Provide financial planning * Execute wealth management strategies Location - Sector 3 Noida 201305 Employer contact - 7982605331 Retention bonus Performance bonus Sales incentives Travel allowance Health insurance Mobile bill reimbursements Leave encashment

Dear Candidate, We are hiring Relationship Manager who has experience with UHNI & HNI clients. Please share your resume to: recruiter.jobsterritory1111@gmail.com NOTE: Kindly go through the JD properly and then apply. Responsibilities: Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions. Acquire new clients through referrals, networking, and market engagement. Drive revenue growth by optimizing product mix and increasing client asset size. Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates. Engage in high-impact family office ...

About Burgundy Private Burgundy Private, the private banking business of Axis Bank, caters to the ultra-high net worth and high net worth customer segments. The proposition offers personalized wealth management solutions, research-based investment advisory, estate planning, real estate and tax advisory for HNI / ultra HNI clients. . Burgundy Private has a client-acquisition oriented approach which is a critical pillar of growth for the business. . The One Axis initiative has opened a lot of opportunities for Burgundy Private to identify and onboard key private clients across Branch Banking, Wholesale & Commercial Banking and other group subsidiaries such as Axis Capital and Axis Finance. . A...

As a Relationship Manager, your role involves building a strong understanding of a client's risk profile, attitude towards risk, and investment objectives. You will act as a personal relationship manager, providing recommendations on the right products to individual clients, NRIs, families, or Corporate Groups. Key Responsibilities: - Provide guidance and assistance to sellers and buyers in marketing and purchasing properties at the right price under the best terms. - Determine clients" needs and financial abilities to propose suitable solutions. - Perform comparative market analysis to estimate the value of properties. - Conduct intermediate negotiation processes, advising clients on market...

Job Description You will be working as a Relationship Manager at Jainam Broking Limited, located in Surat. Your role will involve building and nurturing strong client relationships, understanding their financial needs, and providing personalized investment and financial solutions. Your daily tasks will include addressing client inquiries, managing portfolios, promoting financial products and services, generating leads, and collaborating with internal teams to ensure client satisfaction. Key Responsibilities - Build and maintain strong client relationships - Understand client financial needs and provide personalized solutions - Address client inquiries and manage portfolios effectively - Prom...

Job Title Senior Investment Advisor Job Summary We are looking for a Senior Investment Advisor who has good experience in converting potential leads into clients and can provide end-to-end services to our clients as per requirements. The candidate should have excellent communication skills. Having prior experience in the finance sector (investment and wealth management) is an added bonus. Requirements At least 2-4 years of experience in sales and marketing Must have a Graduation degree (preferably MBA, CFA, CFP) Excellent communication skills (English speaking skills are a bonus) Amicable personality with a passion for sales and marketing Should have experience using applications like Word, ...

Role Description This is a part-time remote role for a Partner - Mutual Fund Distributor. The Partner will be responsible for managing client relationships, assisting clients in investments, researching market opportunities, maintaining records of transactions, and keeping up-to-date with market trends. The role also requires providing clients with investment advice to align with their financial goals and ensuring compliance with relevant policies and regulations. Introducing a Secure High-Yield Lending Opportunity An exclusive lending product designed to deliver 1216% annual returns with robust downside protection through asset-backed structures. Risk Management & Security Overcollateralize...

Positions- Dealer- >Must be *NISM series 8 certified* >min 2 yrs exp in Trading and execution >Terminal operations (Buy/Sell) Equity SM- >Client Acquisition and Relationship Management >Revenue generation >Cross sell TPP *BM /ASM- Team management* Required Candidate profile Graduate with relevant experience Job Location - Bengaluru / Hyderabad / Kochi / Coimbatore / Chennai / Madurai or any other(*pls specify preferred location you wish to apply) *pls share role&location Perks and benefits As per Industry norms

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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....

Kotak Mahindra Bank Limited is looking for Relationship Manager - NR Affluent-RETAIL NR-Relationship Manager to join our dynamic team and embark on a rewarding career journey Establish and maintain relationships with clients or customers to promote customer loyalty and retention Understand clients' needs and provide appropriate solutions, products, or services Develop and execute a strategic plan to grow the business by identifying new opportunities, cultivating leads, and closing deals Collaborate with cross-functional teams, such as sales, marketing, and product development, to ensure that clients' needs are being met Track and analyze key performance metrics to measure the effectiveness o...

Location: Ahmedabad Salary: Up to 5 LPA Industry: Financial Services | Mutual Funds | Wealth Management Job Description We are looking for a Relationship Manager to drive mutual fund sales, increase AUM, and strengthen client relationships. The ideal candidate should have strong communication skills and an understanding of financial products, especially SIPs and mutual funds. Key Responsibilities Direct Responsibilities Acquire new clients with benchmark investable assets. Increase the assigned SIP book through new and existing clients. Drive overall AUM growth by gathering assets from current and prospective investors. Expand the number of active clients contributing to AUM. Contributing Re...

• You will be responsible for prospecting and selling AIF products to High-Net-worth Individuals and Institutional sales.

Roles and Responsibilities (Key Points) Client Acquisition & Relationship Management Acquire new clients through prospecting, referrals, or leads. Build and maintain long-term relationships with existing clients. Conduct periodic client reviews and portfolio assessments. Investment Planning & Recommendations Understand clients financial goals, risk appetite, and requirements. Recommend suitable investment and insurance products (risk management, retirement, tax-saving, etc.). Educate clients about available financial products and market strategies. Targets Achievement with Concept Selling Promote and sell financial products such as Mutual Funds, SIPs, PMS/AIF, Insurance (Term, Health, PA, Mo...

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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....

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com

We are looking for a highly skilled and experienced professional with 1-3 years of experience to advise emerging to mid-size corporate clientele on banking solutions. The ideal candidate will have a strong background in financial services, particularly in areas such as working capital limits, term loans, ECBs, project finance, trade finance, and other financial products. Roles and Responsibility Advise clients on various banking solutions, including working capital limits, term loans, ECBs, project finance, and trade finance. Build and maintain relationships with corporate clients to understand their financial needs and provide tailored solutions. Conduct financial analysis and provide inves...