1555 Investment Advisory Jobs - Page 31

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road & CMH Road) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enha...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Uttam -9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com ...

1. Achieving Business Objectives of the Retail Branch Banking Team through sales of CASA, FD, Loans & TPP like Insurance, Mutual Funds, Demat Accounts etc. 2. Branch handling & team management. 3. Customer service & escalation handling. Required Candidate profile 1. 2+ yrs. as BM from any private sector bank. 2. Good stability with top 2 ratings in last 2 yrs. 3. Must have managed 100 Crs. CASA book branch. Pls connect on 7827930908 for further discussion. Perks and benefits Attactive Incentives

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include offering financial advice, reviewing client portfolios, and delivering timely market updates. It will be essential to meet sales targets, acquire new clients, and ensure high customer satisfaction through exceptional service quality. To excel in this role, you should possess strong communication and interpersonal skills, along with expertise in financial and market analysis. Previous experience in portfolio management, investment advisory, sales, and customer service will be beneficial. You must demonstrate ...

The Summer Analyst Program is a nine to ten-week internship designed for students pursuing a bachelor's or graduate degree. Throughout the program, you will have the opportunity to fully immerse yourself in the day-to-day activities of the firm. As a participant, you will attend an orientation session where you will gain insights into our culture, understand the benefits, and responsibilities associated with being a part of our organization. You will also undergo training sessions that are specifically tailored to help you succeed in your role. During the internship, you will work on real responsibilities alongside fellow interns and experienced professionals. When submitting your applicatio...

We seek a qualified and passionate individual to lead our Investment Advisory Division. The candidate must comply with SEBI s Principal Officer requirements for Investment Advisors (IA), possess strong equity research and portfolio management expertise, and have prior experience in establishing or managing an IA vertical. The role is based in Pune. KNOW MORE APPLY NOW Position: Senior Manager- Investment Advisory Division Company: DSIJ Pvt Ltd. DSIJ Pvt. Ltd. is India s leading equity research house and publishes the No 1 investment magazine, Dalal Street Investment Journal . With over four decades of expertise in equity markets, DSIJ offers in-depth research reports, stock recommendations, ...

Our client is a leading global investment and advisory firm known for its deep expertise in private equity, real estate, and alternative asset management. The ideal professional will be responsible for leading crisis response efforts, cyber due diligence, and share Learn More SVP - Cyber Security Advisor - The Edge SVP Cyber Security Advisor Our client is a leading global investment and advisory firm known for its deep expertise in private equity, real estate, and alternative asset management. The ideal professional will be responsible for leading crisis response efforts, cyber due diligence, and share knowledge about portfolio program and its methodology to concerned stakeholders along with...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile excellent verbal and written communication is required graduate is mandatory with NISM Certificate

Role & responsibilities Responsible for gathering assets for investment products such 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 clients. 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. Preferred candidate profile To acquire new clients and activate them with asset collection. ...

Role & responsibilities Responsible for gathering assets for investment products such 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 clients. 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 collection...

DESIGNATION : WEALTH MANAGER Location: Surat | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategi...

This role is for one of the Weekday's clients. You will be a Wealth Relationship Manager with a minimum of 5 years of experience, based in Ahmedabad, Hyderabad, or Delhi, working full-time. Your main responsibility will be to provide dynamic and client-focused financial guidance, particularly in fixed deposit sales. You will leverage your financial expertise and relationship management skills to help clients achieve their financial objectives while contributing to the firm's growth. This position offers a competitive compensation package along with attractive commissions, comprehensive health benefits, and a collaborative work environment. Your key responsibilities will include supporting In...

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your...

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if re...

Designation - Wealth Manager Qualification - Graduates Job Description 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 reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a r...

Job Description / Responsibilities: Onboard clients efficiently on the BSE MF STAR portal . Execute mutual fund transactions such as SIP, Lumpsum, STP, SWP, Redemption, and Switch with accuracy and timeliness on the BSE STAR portal. Coordinate with Asset Management Companies (AMCs) to resolve queries, complete documentation, and provide operational support. Respond promptly to client queries related to NAV, portfolio performance, and transaction status. Educate clients on using the mutual fund mobile app and other digital tools to enhance their investment experience. Desired Candidate Profile: Strong knowledge of mutual fund products, transaction workflows, and regulatory compliance. Excelle...

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile Excellent communication is mandatory Graduate also is mandatory NISM Certificate is required

Job Role: Wealth Manager 1. Acquisition and advising of the HNI UHNI for investment products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, 2. Meet the required AUM. Experience: 1+ Years in sales/wealth management of handling HNI clients. Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales Can connect Ruhi @ 9113961458 Perks and benefits Fixed Salary huge Incentives Growth opportunities

As Senior Software Engineering Manager you will manage and oversee the design and development of software applications with multiple teams and engineering managers under along with architect/principal engineer. Direct the teams under to ensure the best practices around software development. You will manage subordinate staff in the day-to-day performance of their jobs. Accountable for the overall delivery for the product / application - ensuring quality of code and adherence to committed timelines. Define and track team tasks and quality metrics. Work as a member of an Agile Software Development Team to help implement new functionality based on business requirements. Drive building of reusabl...

Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market Offering various corporate bonds, government securities, state securities to Provident Fund, Family Offices, HNI ,Sub broker / IFA . Sourcing of securities from Banks ,Primary Dealers & Institutions. Building relationship with clients Desired Profile : Candidates should be having exposure to the Debt market. Candidates should be having a good educational background.

We are actively seeking a highly driven and client-focused Branch Wealth Manager to join our client's team through Acme Services . This pivotal role is responsible for the acquisition and activation of Sub-brokers/Partners for Mutual Funds, driving sales targets across various investment products, and ensuring exceptional service delivery. The ideal candidate will possess strong relationship management skills, a deep understanding of investment products, and a proven ability to activate and engage partners to achieve business objectives. Key Responsibilities Partner Acquisition & Activation : Focus on the acquisition of potential new Sub-brokers / Partners for Mutual Fund (SB & IFA) . Crucia...