2222 Investment Advisory Jobs - Page 4

Job Summary: The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing insights to support business decisions. This role involves forecasting, budgeting, variance analysis, and evaluating financial performance to help the organization achieve its strategic and operational goals. Key Responsibilities:1. Financial Planning & Analysis (FP&A) Prepare monthly, quarterly, and annual financial reports. Develop financial models, forecasts, and budgets to support management decisions. Perform variance analysis to identify trends, risks, and opportunities. 2. Data Analysis & Reporting Analyze financial data and translate findings into actionable insights. Crea...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Pr...

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. 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) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

As an Assistant Vice President (AVP) Sales, your role will involve developing and managing a team to achieve strategic planning for growing business in both B2C and B2B branches. You will be responsible for advising clients on profitable investment opportunities in equity, commodity, and currency products. Additionally, your duties will include maintaining customer relationships through personal visits, telephone calls, and correspondence. Your role will also involve creating cross-sell and up-sell opportunities, delivering excellent customer support, and planning projects in line with business priorities. It is crucial to stay updated on competitor activities, products, and services, attend...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Provide strong leadership and guidance to the team of Relationship Managers on their KRAs Set clear performance goals and targets, and monitor individual and team progress. Conduct regular team meetings to communicate updates, strategies, and performance expectations. Develop and implement sales strategies to generate new business and achieve revenue targets. Drive the acquisition of new clients by promoting our service and highlighting the benefits. Identify opportunities for cross-selling third-party products and services to clients. Collaborate with product teams and vendors to understand product offerings and develop effective cross-selling strategies. Proven experience as a team leader ...

Job Description : 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 clients. 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.

Engaging with Industry Associations, accelerators, Start-ups, Scale up and MSME clients for sourcing funding requirements such as Debt finance, Equity Funding, Pre IPO, IPO, Mergers & Acquisition, exits Lead Generation & Client Acquisition Sales & BD Required Candidate profile 2+ years in business development, sales, or client relationship management in the fintech or financial services industry Experience in banking, relationship management, and consulting is a must

Responsibilities: Acquire & Advise high-net-worth individuals on investment strategies, financial planning, and asset allocation, while also focusing on building and maintaining strong client relationships to achieve revenue targets.

Relationship Manager Position Grade: M3/M4Busines Unit: Department: Wealth Sub Function: Sales Location: (PAN India Positions) Number of Positions: Single / Multiple Position Type: Full Time Job PurposeDirect Reports (Position Title) The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfo...

Role Context: If you're a detail-oriented analytical professional who is passionate about research & interpreting data, you have found the right team. Have an aptitude for data crunching and analysis along with knowing the basics of investible asset classes to be able to draw comparative analysis to develop investment models. The role focusses on researching, analyzing, and modelling financial data to support investment decisions. Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile. Study market trends & product(s) performance, collate...

Bajaj Capital Ltd is currently hiring for / . with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com

Drive sales initiatives and generate revenue by managing the channel partners Update the partners about fund performance & USP’s of new product launches Manage existing, potential Private Wealth partner relationship& engagement,promotional activities

• 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

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

Job Description : 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 clients. 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.

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

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above.Creation of revenue & Activation of clients through effective Advisory. Required Candidate profile Cross selling of other products like Mutualfund,PMS,Insurance.Monitoring &enhancing Advisor'sAdvising skills through call tracking.Acquiring new clients &retaining the oldclients by periodic meetings.

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida, Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 ...

Responsibilities: 1.Showcase investment products to clients which may be of interest for them or which are on the approved list; 2. Responsible for business growth as well as growth of client base.

JD 1.Showcase investment products to clients which may be of interest for them 2. Assist the client in aligning his or her investments as per his or her need 3. Responsible for business growth as well as growth of client base

Role & 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. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Ad...