1564 Investment Advisory Jobs - Page 33

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...

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...

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...

You should possess good analytical skills, along with strong verbal and written communication abilities. Knowledge of various investment products such as Mutual Funds, Insurance, and Equity is essential for this role. Your responsibilities will include handling client queries related to products and operations, advising clients on financial assets, and recommending suitable investments like equity, mutual funds, insurance, fixed deposits, real estate, and bonds to create effective financial plans. Your role will involve developing and maintaining long-term relationships with both new and existing customers, acquiring new clients, and increasing the client base through strategic planning. You...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar 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 programme and offering them a superior customer experience to enhance the profitability of...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment ...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibili...

Job description Designation- Regional 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 mar...

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changin...

1. Business & Functional Expertise - Serve as the primary domain expert for wealth management, digital advisory, and investment journeys. - Interpret and validate business requirements across modules such as: - 360 Customer Overview & Net Worth Analytics - Account Funding & Investment Cash Accounts - Self-Execution & Robo Advisory Journeys - Total Portfolio View & Performance Tracking - Wealth Planning & Goal-Based Investing - Ensure Comarch platform capabilities are aligned with: - Customer onboarding - Portfolio management - Order placement (market, limit, stop) - Reporting and analytics - Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance - Collaborate with the Teste...

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) Communication should be good Managing portfolios Negotiate

Drive mutual fund business sales, lead HNW client acquisition, boost AUM & revenue, manage top-performing RMs, cross-sell financial products, and ensure SEBI/IRDAI/AMFI compliance with strong ethical governance Required Candidate profile 7+ yrs in mutual fund/wealth mgmt, proven HNW client handling & AUM growth, strong leadership, market expertise, client acquisition, and excellent communication with a client-centric approach Perks and benefits • EPF, Travel reimbursement, mediclaim

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-t...

Job Summary The key responsibilities are to build and manage strategic partnerships with VCs, accelerators, and incubators, Support startups through webinars, workshops, and 1-on-1 consultations, Oversee the Startup Ambassador Program and drive its growth, Stay updated on industry trends and identify new opportunities. Job Description Responsibilities and Accountabilities: Explore new partnership opportunities with VCs, Accelerators, and Incubators across India and onboard them as startup program partners. Manage existing relationships startup partners across India to help them enable their portfolio companies to grow better via webinars, knowledge sessions, virtual 1- on-1 calls, etc. Manag...

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private ...

As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Your key responsibilities will include: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Managem...