2222 Investment Advisory Jobs - Page 3

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Roles and Responsibilities Manage a team of sales professionals to achieve targets and grow business. Role Overview We are seeking a motivated Team Leader / Sales Manager for our East and North Bangalore offices . This is a full-time, on-site role responsible for managing a team of property advisors, achieving sales targets, mentoring team members, and building strong client and developer relationships. Key Responsibilities Lead, mentor, and motivate a team of property advisors. Set and monitor individual and team sales targets. Manage the end-to-end sales process from lead generation to deal closure. Support the team in client interactions, negotiations, and site visits. Maintain strong rel...

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

Job Title: Mutual Fund Sales & Support Executive Location: Kolkata, Salt Lake, Sector V (Work from Office) Type: Full-Time Experience: 03 years (Fresh graduates with strong communication skills encouraged) Start Date: Immediate Joiners Preferred Salary: Competitive (Based on skillset) + Performance Bonuses + Incentives Industry: Mutual Funds / Financial Services Why Join Us? Be part of a dynamic and growing team that’s transforming how investors experience mutual funds. We provide comprehensive training, mentorship, and attractive incentives to reward your performance. If you can communicate confidently, build trust, and convert curiosity into commitment, this role is your gateway to a caree...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

As an ideal candidate for the role, you will be responsible for developing and managing a team to grow the business for all B2C & B2B branches. Your key responsibilities will include: - 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, produ...

We are looking for a skilled professional with 4 to 8 years of experience to join our team as an Associate in the Generative AI Emerging Business Advisory service line at Pricewaterhouse Coopers Service Delivery Center Kolkata. Roles and Responsibility Collaborate with cross-functional teams to develop and implement generative AI solutions. Provide advisory services to clients on emerging business trends and opportunities. Design and deliver training programs to enhance client capabilities. Develop and maintain relationships with key stakeholders and clients. Identify and mitigate risks associated with AI adoption. Stay updated with industry developments and advancements in AI technology. Jo...

About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ... Business Development Manager Bengaluru/Bangalore, Delhi, Kolkata - Apply JobItUs ATS Business Development Manager Job Description: About the Role The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutio...

Leads client services programs while overseeing the development, implementation, and revision of policies and procedures as needed to improve onboarding new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. Communicates results of client services initiatives of the organization to leadership team, including key takeaways and opportunities for improvement. Presents to clients regarding the onboarding process or addresses issues that arise during the client lifecycle. Resolves the most challenging client inquiries facing the client service department by evaluating client-specific circumstances and collabo...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

Job Profile: Job Location: Jaipur Role Name: Investment Specialist - Branch Banking / Affluent Ownership of the investment 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/ Investestments from existing client base. Increase in (investment Products) productivity of Phone Banking officers 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 training, driving business/ Coordinating with Sr. RCMS/ National Head, Client Coverage/ Joint phone calls Portfolio Construction and R...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Responsibilities: * Lead business growth through strategic planning & execution * Manage ultra HNIs' portfolios with wealth management expertise * Drive investment advisory services for high net worth clients

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings for Chennai , Hyderabad Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why...

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ ...

Key Responsibilities: Lead and manage business verticals or technology practices to achieve revenue and delivery goals. Define strategy, business objectives, and execution plans aligned with organizational priorities. Drive operational excellence, ensuring quality, scalability, and client satisfaction. Partner with clients and internal stakeholders to design and implement digital transformation initiatives. Lead large cross-functional teams, fostering collaboration and innovation. Oversee project governance, risk management, and financial performance. Mentor senior managers and strengthen leadership pipeline within the organization. Stay abreast of emerging technologies and market trends to ...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Dear Candidates, We have an excellent opening for Wealth Advisor in Bangalore - Koramangala location Company Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology. JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Working Days: Monday to Friday (4th and 5...