1564 Investment Advisory Jobs - Page 42

Build and manage a client portfolio for Mutual Funds, PMS, AIF, insurance & other investment products. Acquire new investors. Conduct 2–3 quality client meetings per day (virtual/physical). Increase AUM, revenue & wallet share from mapped clients.

A strategic leadership role entrusted with managing multiple teams led by Managers and/or Team Leads. This position is responsible for setting and executing departmental direction, translating business vision into operational outcomes, and driving cross-functional performance. The role demands advanced problem-solving capabilities and strong executive presence to influence organizational practices, foster alignment, and guide stakeholders through change. Key Responsibilities Provide strategic oversight and execution of departmental goals in line with organizational objectives. Lead and inspire cross-functional teams through intermediate layers of leadership (Managers/Team Leads). Navigate an...

Hiring for Financial Advisor Skills - Finance, Share market, Insurance, Annuity Min 4 Years of Exp Salary up to 55k In hand Loc - Gurgaon/Noida Contact 7982741785 ( Kiranpreet Kaur ) Email- kpreetimaginators@gmail.com

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternat...

Role We are looking for a highly experienced and motivated individual to lead the sales/advisory of Alts financial product offerings. This is a senior leadership role that will manage a team of investment advisors and investor relations executives and report directly to the Founder and CEO. The ideal candidate will be a highly motivated and dedicated professional with extensive experience leading accounts preferably with exposure to financial and capital markets products. Key Roles & Responsibilities Lead a team of certified investment advisors in raising capital for the platform through outbound business development by advising existing and new clients of Alt Capital across various alternat...

About the Role As a Wealth Manager at Alpha, you will play a critical role in managing and nurturing relationships with High Net-Worth Individuals (HNWIs). Your core responsibility will be to provide strategic investment advisory and ensure a high-quality client experience. While your primary focus will be on client engagement and portfolio advisory, there will be occasions where you will support operational aspects such as transaction execution, documentation follow-up, or service coordination to ensure smooth end-to-end delivery. This role is ideal for professionals who enjoy client-facing responsibilities and are also willing to step in when needed to ensure a seamless and responsive serv...

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...

Job Description Domain (BFSI) Trainer Location: Hyderabad / Bangalore Mode: In-Person (Offline Training at Colleges) Company: TechnoGen India Pvt Ltd Years of Experience :4-15 Years About the Program: TechnoGen India Pvt Ltd, in collaboration with the BFSI Sector Skill Council , is delivering an industry-ready training program to final year B.Tech and Degree students across ~ 40 colleges in Hyderabad and Bangalore. The objective is to provide job-oriented skills in Banking, Financial Services, and Insurance (BFSI) through real-world case studies and experiential learning. * Bonus : Travel Allowances will be provided to the trainers for visiting college campuses.* Role: We are looking for exp...

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-...

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-...

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-...

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-...

Service Relationship Manager-WC-SALARIED PL AND WORKING CAPITAL-Sales Role: Service Relationship Manager - WC-Working Capital-Sales Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

Relationship Manager-Bharat Business Loans-Marketing Branches Operations Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor Speed and efficiency of service given Sales targets for bank and investment products Going beyond the professed need of the customer by providing other products Enhancement of customer value Cross-sale of assets products Back-up to relationship managers holding HNI relationships Ensure low...

: Job TitleSales Coverage Support Analyst, AS LocationBangalore, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients ...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ 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 program...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including ...

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, w...

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking company About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, w...

Barclays Shared Services is looking for Vice President Private Banker to join our dynamic team and embark on a rewarding career journey Banker is responsible for various tasks including planning, execution, and management of related duties They should possess relevant skills and experience to excel in this role Duties include teamwork, problem-solving, and achieving organizational goals Candidates must have strong communication and technical abilities Responsibilities include project management, strategy execution, and performance optimization (More details as per role requirements

Role & responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular enga...

Description for Internal Candidates Handling and managing client service request. Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc Monitoring PDD MIS and taking care of timely closure of PDDs. Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RMs for same. Overdue renewal tracking and following up with RM to get it update timely. HO monitoring activities etc

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from exi...

Job Title Sales Team Member Business Correspondent Job Profile: Role will be a Combination of Relation Manager & sales officer. Be part of fastest growing sales channel in financial services industry. As part of sales job, incumbent is required to do field work Job involves sourcing & nurturing of village by building relationship & cross selling Assest & liability products and investment products. He/She would be the bridge between the village and the bank branch. Managing & acquiring additional incremental customers from that particular village cluster for the bank. Though references/cold calling. Eligibility: Preferred Qualification: Graduate.

Core Field Sales role: Be the key contact for client acquisition and relationship management. Handle Demat accounts across Equity, Currency & Commodities. Location: Mumbai or Ahmedabad.