1564 Investment Advisory Jobs - Page 35

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...

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic development...

As an Associate Partner at Brand Realty Investors Group, located in Sector-125, Noida, you will have the opportunity to be a part of a leading Investment Advisory and Real Estate Transactions firm with over 20 years of expertise. Brand Realty focuses on strategic land investments, managing a network of investors with a commitment to expertise, ethics, and sustainable growth. Your role as an Associate Partner will involve spearheading Business Development & Investor Relations. You will be responsible for developing and expanding relationships with HNI and Ultra-HNI investors, presenting investment opportunities confidently, managing client portfolios, structuring personalized investment strat...

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, ...

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 various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. U...

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 various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. U...

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 various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. U...

Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/N...

Responsibilities: * Manage HNIs' portfolios through wealth management strategies * Acquire new clients through cold calling and cross selling techniques * Handle residential and property sales with channel sales expertise Sales incentives

Position Overview We are seeking a highly skilled and detail-oriented Investment & Due Diligence Manager to join our dynamic team. This role is pivotal in evaluating and managing investments in startups, ensuring thorough due diligence processes, and providing strategic insights to guide investment decisions. The ideal candidate will possess a strong analytical background, a deep understanding of financial markets, and a proven track record in investment analysis and risk assessment. Key Responsibilities Investment Research & Analysis Conduct In-Depth Research: Examine financial statements, forward-looking projections, company data, market trends, and other relevant information to assess the...

Join our Real Estate Portfolio Management Team at Square Select Real Estate Advisory! If you are a real estate portfolio management advisor seeking to utilize your expertise in the real estate sector, we have an exciting opportunity for you! Regardless of whether you have 1 - 3 years of experience, we are interested in you! Square Select Advisors is in a phase of growth and expansion, and we are seeking individuals who are high-energy and self-motivated to join our dynamic team in Hyderabad. As part of our team, you will have the opportunity to work under the guidance of experienced Senior Real Estate Professionals and become a part of a company that values innovation and fosters growth. Wha...

As a Financial Consultant working across various branches in Tamil Nadu, you will play a crucial role in providing investment advisory services to potential clients. Your responsibilities will include assisting customers in financial planning, promoting and selling financial products like mutual funds and insurance, and staying updated on market trends to identify investment opportunities. Your ability to maintain strong client relationships and provide regular investment updates will be key to your success in this role. To excel in this position, you should hold a UG / PG / MBA degree, preferably in Finance, Commerce, or a related field. While 0-5 years of experience in financial services, ...

Dear Applicant, We are hiring Quality Analyst for our Hyderabad branches. Interested candidate may go through the following job description and other details. Key Deliverables / Accountabilities- 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 ga...

Job Title: Investment Banker Location: Noida Employment type: Freelance Company Description: Brand Realty Investors Group is a group of companies with over 20 years of experience in Real Estate transactions, Real Estate development, Investment Advisory, and Retail Chain Development. Our group is dedicated to building a large network of Real Estate professionals offering various Real Estate services. Our mission is to set up a network of Real Estate professionals who exceed customer expectations in terms of skills, knowledge, and ethics. Description: This is a freelancer role for an Investment Banker at Brand Realty Investors Group located in Noida. We are looking for Freelance Investment ban...

Job Title: Senior Investment Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Senior Investment Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Daily Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportuni...

Hi, We are hiring - Fintech startup. HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off. Role Overview We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers. Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributor...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Job Description: Business Development and Investor Relations Position Overview: We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. The ideal candidate will possess excellent communication skills, a strategic mindset, and a proven track record of driving sales and partnerships in individual capacity. Key Responsibilities: 1. New Investor Acquisition: - Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveragin...

Job Title: Investment Banker Location: Noida Employment type: Freelance Company Description: Brand Realty Investors Group is a group of companies with over 20 years of experience in Real Estate transactions, Real Estate development, Investment Advisory, and Retail Chain Development. Our group is dedicated to building a large network of Real Estate professionals offering various Real Estate services. Our mission is to set up a network of Real Estate professionals who exceed customer expectations in terms of skills, knowledge, and ethics. Description: This is a freelancer role for an Investment Banker at Brand Realty Investors Group located in Noida. We are looking for Freelance Investment ban...

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an A...

Job Specifications Role Designation: Advisor Department: franchisee Function: Advisory Company: MOFSL Reporting to: Team Leader Location: MOT Prabhadevi Hyderabad Job Purpose Advising Franchisee on Commodity product Key Deliverables 1. Generating Brokerage. 2. Making them Familiar with the In-house Research Staff. 3. Conducting the Self Awareness Programs for Commodity Segment through Personal Visits/ Seminars / Work Shops and any other business development Activity if needed. 4. Handling important Franchisees and Servicing them Role Requirements 1. Any Graduate with minimum of 2-5 years of experience in the stockbroking industry is preferred. 2. Able to Understand Market Reports and share I...

ob Description for Area Manager - Investment Products Individual financial Advisor - IFA SUMMARY: - Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - • Empanelment of IFAs based on Eligibility criteria designed by the company. • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s • Providing continuous support to the IFAs on day on day • Drive IFA Engagement process • Timely Resolution of IFA’s queries • To research, investigate and update themselves on available investment opportunities/financi...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing ...

Role & responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular enga...