3040 Investment Advisory Jobs - Page 35

Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas Supporting Actions HNI / PCG Business Development • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate th...

Responsibilities: * Manage existing portfolios, provide investment advice & products * Lead HNI client acquisition efforts * Collaborate with sales team on new business opportunities

As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities. You will lead business development initiatives, manage high-value client relationships, and deliver superior investment advisory services tailored to HNI and UHNI clients. Key Responsibilities: Drive business development and client acquisition for HNI and UHNI segments. Act as a trusted financial advisor by providing bespoke investment solutions aligned w...

Job Summary: We are looking for a dynamic and motivated professional to lead wealth management client relationships, drive business growth, and deliver tailored investment solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. The ideal candidate will possess strong analytical acumen, deep financial expertise, and the ability to provide end-to-end advisory services while managing a high-performing portfolio. Key Responsibilities: Identify and acquire new HNI and UHNI clients through strategic business development initiatives. Build and manage long-term client relationships by offering personalized financial planning and investment advice. Collaborate with Research and Ad...

Role Overview: The Investment Advisor will be responsible for providing strategic investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves developing customized investment strategies, acquiring new clients, and driving business growth while ensuring superior client experience and compliance with financial advisory standards. Key Responsibilities: Client Advisory & Portfolio Management Use financial acumen and investment expertise to assess client profiles and provide tailored investment solutions. Collaborate with the Research and Advisory team to align portfolio recommendations with client goals and market trends....

Job Description: Investment Analyst Role Overview We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process. --- Key Responsibilities Public Equity (Detailed KRAs) Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios). Prepare concise earnings summaries and management commentary post-results season (2–3 pager format). Track news flow, regulatory updates, an...

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of high-net-worth clients. Deliver exceptional client service by proactively addressing client needs and resolving concerns. Build and maintain long-term, trust-...

About Company NoBroker is Indias first PropTech unicorn and the worlds largest no-brokerage property platform, helping homebuyers find verified properties with a seamless purchase experience. Job Summary We are hiring passionate Area Sales Managers to assist homebuyers in identifying and purchasing the right property. You will manage client interactions, conduct consultations, negotiate deals, and support buyers throughout their home-buying journey. Key Responsibilities Engage potential buyers via calls, meetings, and site visits Present property options and convert leads into successful sales Conduct and coordinate property visits with customers Negotiate deals and close transactions Mainta...

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...

About The Role Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 ...

Role & responsibilities Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.) Acquire and retain clients through regular portfolio reviews and personalized investment recommendations. Preferred candidate profile Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm) Strong knowledge of financial products, HNI/UHNI client management, and broking operations NISM Series VIII certification is mandatory.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

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Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Roles and Responsibilities Manage a team of sales professionals to achieve targets and grow business. Role Overview We are seeking a motivated Team Leader / Sales Manager for our East and North Bangalore offices . This is a full-time, on-site role responsible for managing a team of property advisors, achieving sales targets, mentoring team members, and building strong client and developer relationships. Key Responsibilities Lead, mentor, and motivate a team of property advisors. Set and monitor individual and team sales targets. Manage the end-to-end sales process from lead generation to deal closure. Support the team in client interactions, negotiations, and site visits. Maintain strong rel...

Job Description Relationship Officer (Wealth Management / DST Division) Role & Responsibilities: Engage with existing and potential clients to understand their financial goals and design suitable wealth management strategies. Acquire new clients through ethical and relationship-driven sales practices. Retain and grow client relationships through consistent follow-ups, financial reviews, and proactive service. Cross-sell multiple financial products including Mutual Funds, SIPs, Insurance (Life, Health & General), and goal-based investment solutions. Contribute to business growth through client referrals and innovative sales approaches. Ensure client satisfaction through transparency, professi...

Role & responsibilities 1. call leads, prospects, clients, manage relationships, engage clients, update their financials 2. resolve client queries proactively, stay connected with clients 3. follow up clients for their service criterias, identify opportunities of up sell and cross sell 4. Assessing Client Situations 5. Source potential customers from market and initiate relationship with them Understand needs of the prospects and propose solutions as offered by Sampadha Convert the leads (prospects) to customers and onboard to Client Database of Sampadha Maintain relationship with the customers for developing further network Take ethical decisions within the scope of responsibility, to suppo...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...

Job Title: Mutual Fund Sales & Support Executive Location: Kolkata, Salt Lake, Sector V (Work from Office) Type: Full-Time Experience: 03 years (Fresh graduates with strong communication skills encouraged) Start Date: Immediate Joiners Preferred Salary: Competitive (Based on skillset) + Performance Bonuses + Incentives Industry: Mutual Funds / Financial Services Why Join Us? Be part of a dynamic and growing team that’s transforming how investors experience mutual funds. We provide comprehensive training, mentorship, and attractive incentives to reward your performance. If you can communicate confidently, build trust, and convert curiosity into commitment, this role is your gateway to a caree...