3040 Investment Advisory Jobs - Page 43

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Equity Brokerage and Cross Selling Targets of Investment viz Mutual Funds, PMS, AIF, Loan products, Corporate FDs. 3) Disimination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemmina...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

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), LAS, IPO, 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 7) information & recommending portfolios. ...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch...

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...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

Lead and nurture a team of RMs to drive sales across verticals, acquire and manage Ultra HNI clients (25-500Cr portfolios), build lasting relationships, ensure ethical advisory, and deliver top-tier wealth creation, preservation, and client service. Annual bonus

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage o...

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund produc...

Key Responsibilities Proactively identify, approach and acquire prospective clients for mutual fund schemes and other investment products. Understand client financial goals, risk-profile and investment requirements; recommend appropriate mutual fund schemes. Cross-sell other financial products (e.g., equities, insurance, demat/trading accounts) in coordination with the overall distribution business. Achieve monthly/quarterly sales targets for mutual fund AUM and number of clients onboarded. Maintain and grow relationships with existing clients: follow up, periodic reviews, portfolio-updates and service enquiries. Leverage market research, product updates and competitor intelligence to brief ...

Role: Advise clients on mutual fund products over calls Handle customer queries & provide investment guidance Salary: 15.5k–22k in hand Job Timing: 9 AM–6 PM Week Offs: Sun fixed off + Alt Sat off Location: CBD, Airoli, Andheri Required Candidate profile Graduate Freshers can apply NISM VA is mandatory Fluent English / Should be comfortable attending 100 calls a day & provide expected service on calls & sell mutual funds / SIP' Call 9137797705 Hrutika

Customer Relationship Management Manage banking and investment relationships with Yes Premia clients, ensuring growth in liabilities and investment business Develop and expand relationships by providing service levels that exceed client expectations for the premium segment Identify high-potential relationships to maximize revenue and customer wallet share Business Development & Sales Achieve sales targets across product categories including liabilities, retail assets, business banking, forex, credit cards, and investments Proactively sell the full suite of consumer and commercial banking products to existing and new customers Deepen existing relationships or acquire new clients to increase C...

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand 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 HNI Relationships Increase CASA balance in allocated ...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Roles and Responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channe...

Job Summary: We are hiring experienced professionals for Relationship Manager (RM), Team Leader (TL), and Sales Manager roles. These positions focus on managing client relationships, driving retail and investment banking product sales, leading teams, and ensuring superior service delivery across key customer segments, including HNI and NRI clients. Key Responsibilities: Relationship Management: Manage and grow banking and investment relationships with branch-based and NRI/HNI clients. Ensure high-quality service delivery and client satisfaction across assigned portfolios. Deepen existing relationships and acquire new clients to increase CASA and investment balances. Offer advisory on financi...

Role & Responsibilities: Managing, developing, and expanding customer relationships by providing banking and investment services that exceed client expectations for the most important customer segment Generating incremental business through deepening and acquisition of HNI relationships Achieving sales targets across liabilities, retail assets, business banking, forex, cards, investments, and commercial products Increasing CASA balances in the allocated portfolio through relationship management strategies Providing financial planning and investment advisory services to HNI clients Driving revenue growth and fee income through products like mutual funds, investments, and insurance

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Team Building, Engagement & Development: a) To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. b) Meeting the Competition Teams and doing Competition Talent Mapping. c) Engaging the FPDs and keeping them. 2) To ensure effective risk management & policy adherence 3) To ensure customer management & engagement: a) To plan and execute local area programs and referrals programs b) To focus on retention of customers, higher revenue generation and referral activities. c) To continuously scan the local market penetration & competitive offerings & report on emerging tre...

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PM...

1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PM...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business info...

VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk . In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across a diverse range of investment products. Key Responsibilities Achieve the revenue targets set for the NRI Team. This involves broking across Equity, Derivatives, Commodity, and Currency, as well as actively cross-selling products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. Lead the hiring an...