3040 Investment Advisory Jobs - Page 31

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...

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...

Job Title: Client-Facing Product & Solutions Specialist, VP Location: Mumbai, India Role Description Managing all the investment advisory mandates across India Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients. Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. Your key responsibilities Lead all product enhancements to improve overall product offering on an ongoing basis To make a monthly newsletter entai...

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.

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking for the motivated Female freshers or experienced candidates to join our team.The role involves managing client relationships, understanding finanacial needs, and providing suitable investment or advisory support. Contact- 8130270344

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, Deposits, commercial assets, PMS, & Mutual Funds. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 5-15 Yrs. exp. in HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs. Excellent Communication and relationship skills. Please connect on 7827930908 for further discussion.

Seeking a dynamic Equity Sales professional to handle HNI clients, drive revenue through equities, commodities & MTF, and deliver top-class client servicing. Opportunity to grow with one of India’s leading brokerage firms. Required Candidate profile Graduate/Post-graduate with 2+ yrs in capital markets. Strong client-handling & communication skills. NISM Series-VIII & Commodity certifications mandatory. Highly self-motivated & target-driven. Perks and benefits Attractive incentives, growth & training support.

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and new schemes Assist clients with investment applications & documentation W...

As an Experienced Financial Sales Consultant at deVere, you will join a global leader in wealth management that empowers you with continuous training, career growth opportunities, and access to an international network of clients. Our culture thrives on ambition, innovation, and supporting our people to succeed. **Key Responsibilities:** - Manage diverse wealth portfolios with high-net-worth clients. - Provide personalized advisory services to build and manage client portfolios with tailored wealth solutions. - Advise on global investment opportunities. - Identify risks and opportunities for continuous Assets Under Management (AUM) growth. **Qualifications Required:** - Proven experience in ...

As a Relationship Wealth Manager (HNI Sales) at Tred+, your role involves managing the banking and investments relationship of current clients, with a focus on overall growth of Liabilities & Investment business from the HNI segment. Your core responsibilities include: - Developing, managing, and expanding customer relationships by exceeding client expectations and identifying opportunities for additional revenue potential. - Generating incremental business by proactively selling a full range of consumer and commercial products to current and potential HNI Relationships. - Driving higher product and channel penetration to deepen relationships and increase wallet share. - Ensuring portfolio q...

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

• Geojit Financial Services Ltd. Job Title : Financial Consultant This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post- holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: As a Financial Consultant with Geojit Financial Servi...

Job description Career Accelerator: Platinum Relationship Manager - Kotak Bank, Mumbai A Decent Hike on CTC Guaranteed for the Right Fit! Are you ready to take a significant leap in your banking career? Kotak Mahindra Bank Ltd., one of Indias top private banks, is looking for ambitious and experienced Relationship Managers to join our high-performing team in Mumbai. This is an outstanding opportunity for dedicated sales professionals to manage a premium client portfolio and secure a substantial salary increase. The Opportunity: Platinum RM (Manager/Sr. Manager Grade) This is not a cold-calling role. You will inherit and manage a privileged book of Platinum (HNI/Affluent) customers from the b...

We’re hiring candidates with a finance background and telesales experience to pitch investment services to potential clients. Company will provide the leads/data — you just need to connect, explain, and convert. Send Resume-Shaheen Shaikh-8080872775

Job Purpose 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 and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Job Purpose 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 and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market