2222 Investment Advisory Jobs - Page 5

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP Business: Retail Banking Department: Affluent Business Sub - Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

Join Bajaj Capital Ltd 61 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Competitive Compensation Bi-...

Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth. Roles and Responsibilities: Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles. Provide tailored investment advice and product recommendations aligned with clients wealth management goals. Monitor and manage client investment portfol...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...

Designation: Relationship Manager - Wealth Manager What You'll Do Acquire new clients through networking, referrals, and proactive outreach strategies Strengthen and expand existing client relationships by delivering top-quality broking services Offer tailored investment advisory in equities and derivatives aligned with client goals Execute client trades with precision and efficiency across market segments Drive revenue by meeting sales targets and cross-selling/up-selling financial products Monitor client portfolios, identify new opportunities, and manage risks effectively Stay ahead of market movements, research insights, and regulatory updates to guide clients What You Need Strong knowled...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers . The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management. Key Responsibilities Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs. Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line w...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti Road Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly an...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Role & responsibilities Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client wallet assure. Identifying Prospective clients and acquiring new clients. Candidate should have experience of managing /acquiring wealth & HNI customers. Preferred candidate profile Candidate should have atleast 4 years of experience handling Wealth Product Sales Any Graduate/Post Graduate with Relevant Experience Good Relationship Management and service focu...

Purpose of the Job: The Specialist - Investments would undertake financial research and report on prospective investment avenues. The successful candidate will study how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. Responsibilities: conducting due diligence on companies and industries by researching, reading financial statements and market dataanalysing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for inve...

Responsibilities: * Collaborate with clients on investment strategies * Manage client portfolios * Provide financial advice and consulting services * Ensure compliance with regulatory standards * Monitor market trends and risks

To work in coordination with existing dealing and sales team and providevalued added research based inputs to our large clients. To liaison with research teams and provide inputs to clients on sectors,themes, stocks, tactical calls etc. -- To review clients existing equityholdings and provide stock views basis research coverage To constantly engage with research team and large clients on regularbasis to provide value added inputs. . Im not sure if this can be added in JD as therecould be a compliance angle to it. Although, we do this. To ensure MIS is discussed with business managers and leaders and isused to push business and spot gaps. To be a key driver of Equity business from targeted la...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes. HNI/UHNI Client Relationship Management Sales incentives Mobile bill reimbursements Provident fund

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

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

Responsibilities: * Manage client portfolios * Provide investment advice * Implement strategies * Collaborate with fund managers * Monitor market trends

strong expertise in Mutual Funds, Insurance, Stocks, and other Financial Products, along with a proven track record of managing high-net-worth client portfolios and delivering exceptional investment advice. Required Candidate profile Minimum 5 years of experience in Wealth Management, Financial Planning, or Investment Advisory. In-depth knowledge of financial products including MFs, insurance, equities, bonds, PMS, AIFs, etc.