1564 Investment Advisory Jobs - Page 41

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 3-4 years of experience in Infrastructure/Project Finance. Roles and Responsibility Devise financial solutions to meet company''s banking and financial advisory requirements. Achieve individual targets and grow account profitability while maintaining high service standards and compliance. Add value to clients and stay ahead of competition by structuring and implementing innovative deals. Structure and present new credit proposals to Credit/Risk teams. Ensure stability of income from existing clients and explore avenues for new income. Cross-sell other products to...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 11 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 11 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of their wallet. Ensure portfolio profitability by generating high income p...

We are looking for a skilled professional with 6 to 8 years of experience to join our team as a Sr. Relationship Manager - Wealth in Pune, Baner, and MM. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Jo...

Role & responsibilities : Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients; financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients& investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed. #Location Mumbai , Ahmedabad,Bangalore,Chennai,Chandigarh,Lucknow,Bhubaneshwar,Surat / Vadodara, Jaipur, Coimbatore

Axis Securities Limited is looking for PCG Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities Collaborate with research analysts and relationship managers to deliver customized investment solutions Ensure timely and accurate order execution while adhering to internal risk management guidelines an...

Axis Securities Limited is looking for PCG Central Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients. Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance. Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities. Collaborate with research analysts and relationship managers to deliver customized investment solutions. Ensure timely and accurate order execution while adhering to internal risk management g...

Job Description: Brand: TAMEDA Realty Industry: Real Estate Experience: 0 1 Year Education: MBA (Freshers welcome) Role Type: Telecalling / CRM / Client Coordination About TAMEDA Realty : TAMEDA Realty is a Real Estate Advisory & Portfolio Management firm driven by IIT alumni. Our vision is to bring ethics, transparency, and intelligence into the real estate space through technology-backed advisory and curated investment opportunities. Role Overview: We are seeking a smart, enthusiastic MBA Fresher for a Pre-Sales CRM role who will be the first point of contact for all incoming leads, manage client relationships, support the sales team, and ensure excellent customer experience during the pre...

Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Direct Responsibilities Responsible for gathering assets for investment products such 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 reac...

We are looking for a skilled professional with 10-20 years of experience to join our team as an AVP/SR Manager for a Wealth Management Company in Connaught Place. The ideal candidate will have a strong background in wealth management and recruitment. Roles and Responsibility Develop and implement effective wealth management strategies for clients. Manage and maintain relationships with high net worth individuals and businesses. Identify new business opportunities and grow the existing client base. Collaborate with internal teams to deliver exceptional customer service. Analyze market trends and provide investment advice to clients. Build and maintain a strong network of industry contacts and...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities . Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and ...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such 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. Contributing Responsibilities To acquire new clients and activate them...

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role- Providing financial solutions for high-net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes...

Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions. Acquire new clients through referrals from existing customers. Reactivate inactive clients through consistent follow-ups and engagement strategies. Ensure...

- Interacting with Institutional client's i.e MFs, Insurance Cos, Banks, FII for regular business. - Maintaining cordial relationship with Dealers, HODs, and Fund managers and coordinating

AVC:SKY - Investment Specialist Business: Retail Banking Department: Axis Virtual Center About Axis Virtual Center Axis Virtual Center engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Investments Specialist manages the sales team of Affluent resources for each circle. This team will comprise of resources, whose focus will be to ensure delivery of the Investments for the Affluent segment across their circles, drive growth in AUMs, drive portfolio actions, ensure implementati...

-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.

Manage end to end DCM, ECM, Private Equity and M&A deals. Develop a pipeline of deals Maintain market intelligence of investment opportunities Making pitch and Cred presentation to prospects Tracking and Building relationships the Corporate sector. Required Candidate profile 3 -5 years of experience with MBA (preferably from a premier institute) or CA/CFA with a good academic background. Experience in Deal Origination and Sourcing in DCM, ECM, Private Equity and M & A

Job description Designation - Sr Manager/ Chief Manager/ AVP- 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. Conduct regular marketing activities in ...

We are proud to get Certified as Great Place to Work '2024 Greetings from Home Bazaar Services Pvt Ltd!!! Who are we? Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 3500+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2023 -24. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India. What is our requirement? Role: Sales...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

1. Investment Advisors Relationship Management : Understanding Family Office Needs: Conducting thorough assessments of family office financial situations, goals, risk tolerance and investment preferences. Providing Personalized Advice: Developing and presenting customized financial plans and investment strategies tailored to each client's specific needs. Regular Communication: Keeping clients informed about their portfolio performance, market trends, and any relevant changes in financial regulations. 2. Financial Planning and Advisory : Developing Financial Plans: Creating comprehensive financial plans that encompass various aspects like budgeting, saving, investing, retirement plans and est...

Seeking candidates who are passionate about Investing in general.Good market knowledge to successfully manage clients and ensure satisfaction.Awareness of various micro and macro-economic trends and events taking place both in India and globally. Required Candidate profile Candidate with with Experience of 5- 12+ years Preferably, should have handled similar profile in a Bank or Wealth Management firm.

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investin...

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund