3040 Investment Advisory Jobs - Page 34

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 collecti...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in m...

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...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

Designation- Sr Manager/ Chief Manager/ Wealth Management 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 ...

We are hiring Investment Managers for full time or freelancing opportunity Job Summary: We are seeking an experienced Investment Manager who has successfully handled $200 million+ deals and specializes in private placements . The ideal candidate will have a deep understanding of customer needs , the ability to identify investment opportunities with speed , and a proven track record of building and managing investments across diverse asset classes. This role requires direct interfacing with investors , handholding them through the investment process , and sourcing opportunities from multiple funding sources, including PE, debt, venture capital, foreign funds, and social impact funds . Key Res...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

About Affluent Business-Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients. About the Role The role of Managing Partner would manage the UHNI relationships of Bank's customers, their family and business entities. Provide wealth management advisory and solutions based on clients needs and risk profile. The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually man...

As a CFP/QPFP with at least 3 years of experience in financial planning and investment advisory, you will be joining Probitus Wealth, a rapidly expanding wealth management firm based in Mumbai. Your role will involve handling various responsibilities such as: - Following up on leads and closing deals - Negotiating fees with clients - Creating financial plans - Reviewing and updating existing plans - Actively engaging in customer relationship management To excel in this position, you are required to possess excellent verbal and written communication skills. It is essential that you are based in Mumbai, as the office is located in Matunga. The salary offered will be competitive and in line wit...

As a Relationship Manager in Corporate Banking, you will play a crucial role in driving business development initiatives and managing corporate client relationships. Your responsibilities will include: - Identifying, developing, and managing relationships with mid to large corporate clients in various industries. - Sourcing new business opportunities in corporate lending, debt syndication, equity placements, and merchant banking mandates. - Building strong client engagement through continuous interaction and customized financial solutions. - Coordinating with internal teams for seamless execution of client requirements. - Supporting clients in IPO readiness, capital raising, and related advi...

Hiring: Sr Manager / Chief Manager / AVP Wealth Management Locations: Delhi (Connaught Place, Bhikaji), Noida/Gurgaon, Bangalore, Chennai, Hyderabad, Mumbai, Kolkata, Pune INDIVIDUAL CONTRIBUTOR ROLE Budget: 15 to 28 LPA (Fixed) Key Responsibilities: Develop and provide client solutions based on individual requirements Conduct regular follow-ups with leads and share updates/news articles Expand client base through new clients and referrals, building AUM Initiate timely portfolio reviews for existing investors Upsell and cross-sell products, keeping clients updated on market trends Share research papers, scheme updates, and other relevant information with clients Conduct marketing activities ...

Designation- Sr Manager/ Chief Manager/ Wealth Management 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 ...

Designation- Sr Manager/ Chief Manager/ Wealth Management 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 ...

Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should ...

Roles and Responsibilities (Key Points) Client Acquisition & Relationship Management Acquire new clients through prospecting, referrals, or leads. Build and maintain long-term relationships with existing clients. Conduct periodic client reviews and portfolio assessments. Investment Planning & Recommendations Understand clients financial goals, risk appetite, and requirements. Recommend suitable investment and insurance products (risk management, retirement, tax-saving, etc.). Educate clients about available financial products and market strategies. Targets Achievement with Concept Selling Promote and sell financial products such as Mutual Funds, SIPs, PMS/AIF, Insurance (Term, Health, PA, Mo...

-Build and manage relationships with HNI clients -Analyze client needs & offer personalized investment solutions across products like Mutual Funds, PMS, Structured Products, Debt,etc -Acquire new clients through referrals, networking & market leads

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai, Madurai, Thiruvananthapuram JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai, Madurai, Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new c...

*Manage HNI client portfolios and pitch for Mutual Funds investments. *Have meetings with HNI clients and generating more leads or better client acquisition. Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements

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

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on ...

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.

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Vijayawada Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - 5 Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and sug...

Roles and Responsibilities Provide financial advisory services to clients, focusing on their specific needs and goals. Develop and maintain strong relationships with existing clients through regular communication and follow-ups. Identify new business opportunities by networking, attending industry events, and leveraging referrals. Conduct market research to stay up-to-date on trends and developments in the financial sector. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Desired Candidate Profile 5-10 years of experience in financial products sales or related field. Strong understanding of financial markets, investments, insurance products,...

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.

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Required Candidate profile NISM V A - Mutual Fund Certification