1555 Investment Advisory Jobs - Page 4

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is prefe...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad, Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred indu...

As a Relationship Manager at Chola Securities, you will play a vital role in managing client relationships and providing tailored investment solutions. Your responsibilities will include: - Offering financial advice - Reviewing client portfolios - Delivering timely market updates - Meeting sales targets - Acquiring new clients - Ensuring high customer satisfaction through exceptional service quality To excel in this role, you should possess strong communication and interpersonal skills, along with expertise in financial and market analysis. Previous experience in portfolio management, investment advisory, sales, and customer service will be beneficial. You must demonstrate the ability to wor...

Role Overview: As a Creative/Content Strategist for the company, your main responsibility will be to develop innovative strategies for digital campaigns. Your focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will need to produce original and visually appealing content that maintains a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. Key Responsibilities: - Develop innovative strategies for digital campaigns - Create engaging content on topics related to personal finance, retirement planni...

As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Your key responsibilities will include: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Managem...

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management 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. Co...

Role & responsibilities Job Title: PMS (Portfolio Management Services) Manager Location: Mumbai Job Type: Full-time About Us: PhillipCapital India is a reputable financial services firm specializing in Portfolio Management Services (PMS). We are dedicated to providing customized investment solutions and exceptional service to our clients. Job Overview: We are seeking a proactive and results-driven PMS Manager to join our team. The Manager will be responsible for identifying, acquiring, and onboarding new clients for our Portfolio Management Services, as well as maintaining strong relationships with existing clients. Key Responsibilities: Develop and implement strategic plans for acquiring ne...

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

CFP & Sr. Relationship Manager / Investment Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relati...

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formul...

Company Description Kedia Capital Services Private Limited, established in 2004 by Mr. Vijay Kedia, is a leading stock broking company in India. With over 25 years of experience in Capital Markets, Mr. Kedia has guided the firm to become SEBI Registered Investment Advisor (INA000015525) and the first Unified Licensed Stock Broker in India. Offering a wide range of financial products and services, Kedia Capital provides a user-friendly multi-asset trading platform and advisory-backed mobile application. The company is a member of NSE, BSE, MCX, NCDEX, ICEX, and CDSL. Role Description This is a full-time, on-site role of a Relationship Manager located in Delhi, India. The Relationship Manager ...

Responsibilities: * Manage HNIs' portfolios, provide investment advice. * Handle alternative investments, private banking services. * Collaborate with banking products team.

Key Responsibilities: ? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact Key Skills & Qualifications: ? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel so...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ 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 programme and offering them a superior customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Role & responsibilities Engage with Investors & Stakeholders: Build and nurture relationships with UHNIs, family offices, and developers. Understand their investment priorities, bring new connects into the network, and support them through the investment process. Work on Live Deals: Assist in evaluating CRE investment opportunities, including returns, risk analysis, and transaction structuring. Support negotiations and collaborate with legal, finance, and technical partners to ensure smooth execution. Create High-Impact Materials: Prepare investment decks, teasers, market presentations, and updates for investors and stakeholders. Translate numbers into clear insights that help decision-makin...