1555 Investment Advisory Jobs - Page 32

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with th...

Role & responsibilities Job: Sales Manager Qualification: Graduate/MBA Responsibilities: We are looking for a dynamic and results-driven Sales Manager (SM). The SM will be responsible for acquiring new clients, managing existing Sales, and offering tailored investment solutions across a range of financial products. The ideal candidate should possess excellent market knowledge, strong communication skills, and a passion for financial markets. Key Responsibilities: 1. Client Acquisition: Identify and onboard new clients through various channels such as networking, referrals, and direct outreach. Present the firms broking services and financial products to potential clients and tailor offerings...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Job Name - PBG - Service Head Location - Pune Level - Senior Manager - Assistant VP Job Purpose - To work jointly with Wealth Service RMs and Heads to fulfill all customer service requirements pertaining to Investments and to maintain highest standards of service quality to ensure customer delight JOB DESCRIPTION Customer Service First Customer Engagement - 75 percent of Service RMs to be meeting 90 percent Contact management criteria quarterly. In case of client transfer from one Wealth RM to another Wealth RM, Service RM Head to connect with the customer to confirm that the handover has been completed by the new RM and same to be captured in CRM Service Delivery in TAT - 75 percent of Serv...

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 co...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from exi...

Job Role Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodical review the portfolio Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. Assist RM in acquiring new Drive sales of Financial products to suitable client portfolios Job Requirements 6-8 years of experience in financial & banking industry with relevant experience in investments High understanding of investment ideas across equity , fixed income and Alternates from a client suitability point of view High understanding of investment products Ability to in...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

Job Title Sales Team Member Business Correspondent Job ProfileRole will be a Combination of Relation Manager & sales officer. Be part of fastest growing sales channel in financial services industry. As part of sales job, incumbent is required to do field work Job involves sourcing & nurturing of village by building relationship & cross selling Assest & liability products and investment products. He/She would be the bridge between the village and the bank branch. Managing & acquiring additional incremental customers from that particular village cluster for the bank. Though references/cold calling. Eligibility: Preferred QualificationGraduate.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of...

Description for Internal Candidates To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experien...

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with th...

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...

Responsibilities: * Provide investment advice & financial planning solutions * Manage client queries & problems with expertise * Execute wealth management strategies * Handle client interactions with care

As a Relationship Manager (Sales & Dealer) at Indira Securities Pvt Ltd, your primary responsibility will be to acquire and retain clients by onboarding new clients, maintaining relationships, and providing investment advisory services. You will be expected to achieve revenue targets by generating revenue through brokerage, cross-selling, and increasing trade volumes. Additionally, you will be responsible for handling customer queries, resolving issues, and coordinating with back-office operations to ensure excellent customer service. Furthermore, your role will involve business development activities such as leveraging networking opportunities, referrals, and industry events to expand the c...

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...

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...

Role & responsibilities To generate revenue, from Exisiting portfolio & sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Preferred candidate profile Relevant Business Banking / Wealth Management Experien...

Greetings from Avani Consulting!!! Job Title: IFA Channel Manager Job Location: Mumbai(South/Harbour line) Experience Required: 4 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing their q...

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...

Key Responsibilities: Business Development: a) Identify and pursue new business opportunities independently/along with the support of the senior through networking, client calling, industry seminars, leveraging the existing relationships of other business units focusing on real estate capital markets transaction b) Originate mandates across capital raising (debt/equity), land transactions and asset sale/purchase Client and Stakeholder Relationship Management: a) Develop and maintain long-term relationship with key clients including institutional investors, developers, family offices and corporates b) Coordinate across internal stakeholders (legal, research, finance, compliance) and external ...

Role: Service Relationship Manager - WC-Working Capital-Sales : Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

About 1% Club 1% Club is on a mission to make Financial Independence a reality. In under two years, we ve built multiple large, profitable businesses under one brand from financial education and SEBI-registered investment advisory to insurance and credit card services. Backed by Nikhil Kamath (Zerodha) and a 10 crore fundraise, we also grew an organic distribution of 80 lakh+ followers among India s English-speaking middle class. Now, we re using this strong foundation to build a tech-first, AI-driven wealth management platform solving everything money in one seamless app. At 1% Club, you ll take products from zero to scale, solve deeply technical, user-first problems, and build for millions...