3040 Investment Advisory Jobs - Page 33

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Were looking for an enthusiastic Relationship Manager – Mutual Funds to join our growing team at ZFunds . The ideal candidate will have hands-on experience in mutual fund sales and client servicing with a passion for helping customers make informed financial decisions. Responsibilities: Handle inbound and outbound calls for mutual fund sales and advisory. Build and maintain strong customer relationships. Understand clients’ financial goals and suggest suitable investment options. Ensure compliance with SEBI/NISM regulations. Achieve sales targets and contribute to business growth. Provide post-sale support and ensure excellent customer satisfaction.

Position: investment adviser hni uhni Location: Vadodara, Gujarat, India Department: Wealth Management / Investment Advisory PrimeIdea Ventures is seeking a Investment Adviser (HNI/UHNI) to join our team. Key Responsibilities M.com / MS Finance / MBA in Finance or related field. 1-2 years of experience in Investment Advisory / Wealth Management / Financial Planning. NISM Certificate required or willing to obtain within the joining period. Key Responsibilities Provide personalized investment advice and financial planning solutions to HNI and UHNI clients. Design and implement goal-based financial plans considering client s risk appetite, time horizon, and financial objectives. Conduct portfol...

We have an urgent hiring for Business Development Manager Ahmedabad - Bopal Ambli Role & responsibilities * Identify and onboard new clients. * Provide expert consultation on equity and mutual fund investments. * Assist clients in designing and managing their investment portfolios. * Develop and nurture long-term client relationships. * Monitor market trends and apply insights to refine sales strategies. * Collaborate with internal teams to meet business objectives and drive company growth. * Actively prospect and acquire new HNI and retail clients to expand the client base and grow Assets Under Management (AUM). * Participate in business development activities, including client referrals, n...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

As a Client-Facing Product & Solutions Specialist, VP at our Mumbai, India location, your role will involve managing all investment advisory mandates across India. You will be responsible for formulating various asset class views (Equity, Debt & Multi-asset) based on the existing house view and providing advice to clients. Additionally, you will conduct periodic portfolio reviews and meetings with clients, covering presentations, performance updates, investment research, and market updates. Your Key Responsibilities: - Lead product enhancements to improve overall product offering continuously - Create a monthly newsletter with house views on all asset classes - Analyze market trends, product...

One of the Top 5 Finance Companies is looking for 45+ Aged Indians Citizens who aspire to generate 2nd income Leadership/People Management skills Unlimited earning potential without investment Full office support and employee benefits Required Candidate profile Prospects shall be briefed virtually on Zoom Call All Indian Citizens around 45+ years preferred Should possess good interpersonal skills & Team handling Must be comfortable in Hindi and English

Position Overview 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. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave po...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

JOB RESPONSIBILITIES- Driving the retail business in his region/area. Leading the Branch Managers, Assistant Branch Managers and the entire Branch team. Manage relationships across the set of HNI clients. Cross Sell TPP and Investment Products

Client-Facing Product & Solutions Specialist, VP Position Overview 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. What we'll offer you As part of our flexible scheme, here are just some of the ...

Energetic and goal-driven Relationship Managers for our Mumbai and Ahmedabad office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

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

Role Summary Support the delivery of comprehensive financial plans and client reports by reviewing client data, performing projections and analyses, and producing near-complete draft plans for advisor review. Maintain accurate documentation and version control in internal systems while collaborating with cross-border advisors on templates and assumptions. Key Responsibilities Review and interpret client information including net worth, income, goals, insurance coverage, and other relevant financial data. Input client data accurately into firm or client-provided financial planning tools and software. Prepare financial projections such as retirement modeling, cash flow scenarios, investment an...