1564 Investment Advisory Jobs - Page 38

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clientsn with minimum investment potention

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equit...

Dear Applicant, We are hiring Quality Analyst for our Jodhpur and Udaipur(Rajasthan) 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...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to ...

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Bu...

Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients wh...

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA bala...

Job Title: Relationship Manager Location: Bangalore Malleswaram Key Responsibilities: Acquire and onboard new HNI clients in broking services. Manage and nurture relationships with existing HNI clients. Understand client investment needs and recommend suitable broking products and solutions. Drive revenue growth through cross-selling and upselling financial products. Monitor market trends and competitor activity to identify new opportunities. Ensure compliance with regulatory guidelines and company policies. Collaborate with internal teams to deliver seamless client service. Keywords: Broking, HNI clients, New client acquisition, Investment advisory, Client relationship management, Cross-sel...

We are seeking a dynamic and results-oriented Assistant Vice President to lead client acquisition, revenue growth, and team management for our broking division in Delhi. The ideal candidate will have deep knowledge of equity markets, client advisory services, and regulatory compliance, along with a proven track record in sales and portfolio management. Key Responsibilities: Drive business development and client acquisition in equity and derivative segments. Manage and grow a team of relationship managers and dealers. Provide strategic investment advice to HNIs, retail, and corporate clients. Monitor client portfolios and provide timely updates and recommendations. Ensure high levels of clien...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provi...

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financi...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

part-time work from home freshers allowed Collaborate with clients on financial goals. Provide expert advice on investments and planning Only 30 age + Work from home Annual bonus

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialize...

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA bala...

Job Description (JD): Virtual Relationship Manager (VRM) Employment Type: Full-Time Compensation: Competitive salary + attractive performance-based incentives

Responsibilities: * Provide investment advice & analysis * Handle HNI and ultra HNIs. * Collaborate with internal team on new business opportunities. * Oversee client relationships Recommending suitable investment products. Thanks RIGHTCHOICE

* 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.

*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

#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 #Ensure internal and regulatory compliance 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

* 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 # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship

#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

*5Yr+ in Broking/Distribution of financial products/Wealth/PCG & Corporate Sales *Generating revenue from Third party product sales Insurance/IAP/PMS/PE/IAF/FD/Bonds *Building a strong client AUM book. *Min. 2 A/C’s of 5 Lac of Initial Margin. Required Candidate profile MBA or Equivalent with 5 Years relevant exp in broking Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Identify the Affluent Client segment in the market for new client acquisition.