1564 Investment Advisory Jobs - Page 43

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve ...

Job Summary Senior Manager typically manages multiple teams led by Managers and/or Team Leaders. Ownership and execution of functional strategy and the operational direction of the Department. Problems faced are often complex and require extensive investigation and analysis. Requires ability to influence others to accept practices and approaches, and ability to communicate and influence executive leadership. Roles & Responsibilities Education and Experience Required MBA/PGDBM with 12-15 Years experience

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements. Ensure client contactability at all times through regular connect with t...

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements. Ensure client contactability at all times through regular connect with t...

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements. Ensure client contactability at all times through regular connect with t...

Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per client’s requirements. Ensure client contactability at all times through regular connect with t...

Hi, We are hiring - L - CTC - upto 10 lpa & : Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required , & Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have adv...

":" Designation: Associate Location: Gurgaon (On-site) Note: Our Office is in Sector 49, Gurugram. We expect you to reside within a reasonable commuting distance from office. About Us: AKMV Consultants is a boutique strategy advisory and investment banking firm based in India. Founded in 2018, AKMV has grown from a startup into one of Indiaemerging advisory firms, offering a full-service product suite that includes strategic advisory, transaction advisory, policy advisory, and human resources advisory. What sets us apart is our ability to combine top-tier strategic thinking and research rigour with deep, on-the ground experience and networks across Indiadynamic and emerging industries. We wo...

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and ...

About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of po...

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...

Skill required: Network Operations - Retirement Planning Services Designation: Quality Engineering Associate Qualifications: Any Graduation Years of Experience: 1 - 3 Years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience whil...

Skill required: Retirement Solutions - Retirement Planning Services Designation: Service Delivery Ops Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience ...

Direct Responsibilities : 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 client 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 with asset collectio...

Dear candidates we are hiring for Relationship Manager' >Qualification:: Any Graduation >Location::Hyderabad >Experience::2+ Years Responsibilities:: >Client Acquisition >Cross Sales >HNI Handing >portfolio Management >IP Products sales

We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors. This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services. As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative...

We are currently hiring for the role of Investment Counselor in the insurance sector. The ideal candidate will be responsible for understanding client financial needs and guiding them to make the right investment choices through insurance products.

We are looking for the role of Investment Insurance Advisor in the insurance sector.The ideal candidate will be responsible for understanding client financial needs and guiding them to make the right investment choices through insurance products.

Wise Investments is looking for E-Financial Planner to join our dynamic team and embark on a rewarding career journey Manage and oversee financial activities and projects. Develop and implement financial strategies and plans. Monitor and report on financial performance metrics. Collaborate with cross-functional teams to achieve financial goals. Provide training and support to financial staff.

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to tak...

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to tak...

To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients' requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments; Deepen the relationship by Cross selling Mutual Fund Products and Services according to customer needs. Strong analytical ability, comprehensive fiscal knowledge and customer service skills to help the clients assess their financial assets, determine their financial goals, and weigh their economic resources to tak...

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet custo...

Salesperson is responsible for generating detailed product knowledge and cultivating client relationships in order to create a sales strategy in line with the bank's strategy. Work includes: Developing a deep understanding of client needs and expectations by ensuring regular contact and constantly researching appropriate sales solutions Building working relationships with origination, trading, research, client services, and operations to ensure effective end-to-end client/product delivery Operating within the relevant legal, regulatory, and bank policy requirements Identifying and contacting prospective clients and building relationships to generate future sales and repeat business Wealth Ma...