1555 Investment Advisory Jobs - Page 30

Job Title: Investment Banking Specialist Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Pipraisers Stipend: Up to 30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About PipRaisers PipRaisers is a growing financial research and trading insights firm, committed to delivering cutting-edge analysis and portfolio strategies in forex, commodities, crypto, and equities We blend deep research with execution insights to help clients and traders make data-driven investment decisions Our internship program is designed to develop professionals ready to thrive in todays fast-paced market environment Role Overview As an Inv...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM VA/VB OR XA/XB Certificates are required * Preferred background in BFSI Sales * Experience in BPO or financial services. * Day shift HR Arti 9522754537 Required Candidate profile Excellent communication is required graduate is mandatory NISM certificate is required

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 collectio...

We're Hiring: Cluster Manager Direct Channel Locations: Bareilly Key Responsibilities: Build and maintain strong relationships with existing clients. Team Management And team handling Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 5-12 Years of experience in Multiple Banking product sales. Strong knowledge of life insurance products & Wealth management across various insurers. Team Handling Experience-5years Self-motivated and capable of handling team to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking ...

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financi...

Responsibilities: * Manage client portfolios using mutual funds & wealth management techniques. * Provide investment advice with focus on financial advisory services.

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 y...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

• Candidate should have exp handling HNI and UHNI Clients • Candidate should move a minimum book size of 20 cr • Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met ...

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relat...

SEBI IA certification (NISM-Series-X-A and X-B: Investment Adviser Certification) must. Experience in equity research, portfolio management and investment advisory services. Strong financial modelling, equity research, and portfolio management skills Required Candidate profile Comply with SEBI's Principal Officer requirements for Investment Advisors (IA), possess strong equity research & portfolio management skills Prior experience in establishing or managing an IA vertical Education PG: MBA/PGDM in Finance, CA in CA

You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio revie...

As a Senior Business Analyst specializing in Wealth Management Transformation, you will play a crucial role in a dynamic team dedicated to driving strategic initiatives across various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your expertise in wealth management products and services will be instrumental in leading large-scale business analysis and transformation projects, working closely with stakeholders to identify areas for improvement, and creating detailed business requirements aligned with transformation goals. Your responsibilities will include conducting gap analyses, proposing data-informe...

As a Relationship Manager at our organization, your primary responsibility will be managing the banking and investments relationship of YES FIRST clients, with a focus on driving the overall growth of Liabilities & Investment business from the HNI segment. You will be tasked with developing, managing, and expanding YES FIRST customer relationships by exceeding client expectations, identifying current and potential relationships with additional revenue potential, and growing the business. Your role will also involve generating incremental business by meeting sales targets across various financial products, such as liabilities, retail assets, business banking, FOREX, cards, and investments. Yo...

As a Relationship Manager in the financial services industry, you will leverage your expertise to understand clients" business objectives and challenges, providing strategic recommendations. Your role will involve building strong client relationships, analyzing data, and fostering partnerships to acquire and manage Equity, Currency, and Commodities trading accounts and investments. You will regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. Monitoring market trends and economic developments will allow you to make timely adjustments to client portfolios. Compliance with regulatory requirements and internal policies is essential, ens...

1. Communicate effectively in Tamil, Malayalam, Hindi, and English. 2. Build and maintain long-term relationships with clients by providing continuous support, updates, and relevant market information. 3. Interest or basic knowledge of the stock market/financial sector 4. Confidence & Convincing Skills 5. Ability to work in a fast-paced, target-oriented environment 6. High level of professionalism, punctuality, and discipline

Job Description : Motilal Oswal Financial Services Ltd. is hiring Team Leads Advisor, PCG to manage a team of Private Client Group Advisors and drive business from High Net-Worth Individuals (HNIs). This is a leadership role with accountability for team performance, revenue growth, and client engagement. Key Responsibilities : Lead and mentor a team of PCG Advisors Drive HNI acquisition and revenue generation strategy Manage key HNI relationships and portfolios directly Set and review targets for advisors under your supervision Guide the team with research insights and product knowledge Ensure compliance with SEBI and company policies Candidate Requirements : Minimum 5 years of experience in...

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

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 experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Job description Designation- Wealth Manager 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 coordination with the regional marke...

Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolios on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Upd...

PAN India Requiremen: I'm hiring for Financial Advisor. Work location- Jodhpur. Udaipur. Sikar. Delhi . Banglore . Mumbai. Hyderabad Degree mandatory Client budget 2.5 L to 4.5 L Experience minimum 6 month in Mutual funds Sales. Demmat Acounts Sales. 6 days working & 2nd. 4th and Sunday off. Shift time 9 am to 6 pm Good English communication Age limit not above 32yrs Call 8377024167 & 9560576207 OR brdassociates@workmail.com

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Finan...