3036 Investment Advisory Jobs - Page 30

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

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...

Job Description: As a Broker at Kapil Chit Funds Private Limited, you will have the opportunity to work on-site full-time. Your main responsibilities will include managing client accounts, analyzing financial information, and providing investment advice to clients. Key Responsibilities: - Manage client accounts effectively - Analyze financial data to identify investment opportunities - Advise clients on suitable investment options Qualifications Required: - Possess strong financial analysis and investment advisory skills - Demonstrate excellent client relationship management abilities - Have knowledge of banking and financial services - Exhibit strong communication and negotiation skills - A...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Job Title: Zonal Head The Policy Exchange Location: Mumbai (West Zone), Chennai (South Zone), Kolkata (East Zone) Department: Sales & Business Development Reporting To: Sales Head / Business Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform enabling investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns creating a win-win ecosystem. We are expanding rapidly and seeking a dynamic Zonal Head to lead regional growth, drive distribution partn...

Build and manage a portfolio of High Net Worth (HNI) and Ultra HNI clients with a focus on real estate investment opportunities. Develop and execute strategies to market and sell luxury real estate projects to discerning clients. Liaise with developers, investors, and wealth management partners for collaboration and exclusive deals. Provide end-to-end advisory from opportunity identification to transaction closure. Stay updated on market trends, property valuations, and investment movements across luxury and commercial assets. Represent the organization at elite networking events, investor meets, and private showcases . Desired Candidate Profile: 10+ years of proven experience in Wealth Mana...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competenci...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their ficial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and ficial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, ficial planners, and client service r...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their ficial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and ficial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, ficial planners, and client service r...

Axis Bank Limited is looking for RB - RP&F - Fees:Wealth Specialist to join our dynamic team and embark on a rewarding career journey Manage a portfolio of high net worth clients, including developing and implementing investment strategies that align with their ficial goals and risk tolerance Build and maintain strong relationships with clients, acting as their primary point of contact for all investment and ficial planning needs Develop new business by identifying and pursuing new clients, building referral networks, and attending industry events and conferences Collaborate with other members of the wealth management team, including investment analysts, ficial planners, and client service r...

• Write reports, blogs & newsletters on markets • Conduct equity, sector & macro research • Analyse financial statements & ratios • Prepare quarterly result notes & company profiles • Track economy, policy & market developments Required Candidate profile • NISM RA / CFA (preferred) • Strong finance & economics knowledge • Proficient in Excel, Word, PowerPoint • Skilled in financial analysis & valuation • Excellent research & writing ability Perks and benefits Equity Research Learning Platform

The role involves leading and mentoring Relationship Managers, empanelling distributors (individual and corporate) for PMS and AIF products, achieving sales targets, and driving business acquisition through multiple channels.

Manage & review existing client investment portfolios Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Insurance Planning & Tax Planning Cross-sell financial instruments based on client needs Required Candidate profile Graduate or PG degree With Minimum 5+ years of exp in Wealth Manager Depth knowledge of the Mutual Fund , Capital Market & profitability drivers info.aspiringmantra@gmail.com What's up 9318431991

Roles and Responsibilities: Track equity and debt oriented mutualfunds Analyze and suggest mutual fund schemes Reviewing clients portfolios Gather information from various sources and interpret patterns and trends Prepare research reports and analysis on complex data Maintainup-to-date knowledge of financial services industry happenings and current events Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings Researching on other funds schemes as per availability Scheme suggestion to the client based on portfolio Data maintaining with conclusions andrecommendations Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Vice President - Fund Raising & Investor Relations Summary: The ideal candidate will have a strong background in Fund raising space and have his/her network with HNI/UHNI Investors, family offices, with a deep understanding of the industry and a proven track record of fund-raising & strong client connects. Fundraising & Capital Strategy Develop and execute a capital-raising strategy to secure funding for ongoing and future investment opportunities. Source and negotiate investments from HNI/UHNI Investors, family offices etc. Establish and maintain long-term investor relationships, positioning the firm as a premier investment partner. Marketing of NiFCOs funds (onshore & offshore). Investor R...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS), IRDA Info.aspiringmantra@gmail.com Call 9318431991

Industry Financial Services, Wealth Management, Insurance Advisory Role Summary The CRM will lead client engagement across financial planning, investment advisory, and insurance solutions. This role demands strong interpersonal skills, financial acumen, and the ability to independently manage client portfolios while driving business growth. Key Responsibilities Initiate and conduct client onboarding, review meetings, and financial consultations Independently prepare and present comprehensive financial and investment plans using in-house tools Perform risk profiling and align investment strategies with client goals and risk appetite Recommend and implement suitable mutual fund and insurance p...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

JD: Investor Acquisition , Onboarding & Fundraising Research and identify high-potential investors (HNIs, Family Offices, Institutions) Proactively outreach and engage investors Onboard new investors relationships both new and existing investors

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients por...