1555 Investment Advisory Jobs - Page 5

Channel Sales Manager (Channels to handle: IFAs, MFD and Wealth Management for investment product) About Company: IBL Finance Limited (IBLFL), established in 2017, is a fintech-driven Non-Banking Financial Company (NBFC) registered with the Reserve Bank of India (RBI) and listed on the NSE Emerge platform. Headquartered in Surat, Gujarat, IBL leverages advanced Artificial Intelligence (AI) and Data Analytics to offer seamless, fast, and user-friendly loan services. The company caters to a broad spectrum of customers, including individuals, businesses and other NBFCs, with a diversified portfolio of financial products. Backed by a team of experienced professionals, IBL Finance Limited continu...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition a...

Dynamic HNI/UHNI hunter delivering precision investment strategies across asset classes, mastering market intel, driving brokerage growth, executing flawless trades, and sustaining elite client relationships with uncompromising excellence.

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - kap.divya@kotak.com also share your updated resume on 9326261828

Note: Please read the Job Description and Salary details carefully before applying for the internship and we are only looking for immediate joiners (Within 7 days) Roles and Responsibilities New client acquisition for Trading and Demat accounts for Sharekhan Process Revenue generation through brokerage Monitor and review team members' performance and help the team to achieve maximum business results Maintaining client relationships Remain updated about the latest investment products and market trends To guide the client about the suitable investment/trading products as per client's profile To ensure the achievement of the Acquisition Targets of HNI clients, Retail clients Desired Candidate P...

Job Title: Advisor PCG Location: Mumbai Experience: Minimum 3 years in broking/trading domain Key Responsibilities: • Executing trades and order-punching across equity, derivatives, options, and cash segments • • • • Managing and servicing an existing base of HNI & UHNI clients Acquiring new clients through research, events, referrals, or network Ensuring exceptional client servicing and relationship building After 2 years of tenure or upon completion of MO milestone, achieving cross-sell targets (e.g., mutual funds, insurance, lending) Key Skills & Qualifications: • • • • • Solid experience in trading platform operation and order execution Deep understanding of derivatives, options, and equ...

Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise t...

We are hiring for one of our premium clients at Manyata Tech Park. Min 1 year exp into any domain - Salary upto 5.5 LPA (38k Take Home) 5 days working - UK Process - Rotational Shift & Off To apply : Call us on 08046115600 / 9964080000 - Or send us your resume on Careers@jobshop.ai (Subject : Intl Banking Process) About the Role We are looking for dynamic and customer-focused individuals to join International Banking Customer Support team. As a Customer Support Executive, you will be the first point of contact for our global clients, assisting them with their banking queries, transactions, and concerns while ensuring a world-class service experience. Roles And Responsibilities Handle inbound...

Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Vertical: Retail Roles and Responsibilities: 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. A...

Role & responsibilities The Business Development Manager (BDM) will be responsible for driving business growth, identifying new market opportunities, developing and executing strategies for acquiring new customers, and building strong, long-term client relationships. This role requires a proactive, results-driven individual with excellent communication and negotiation skills. Role : BDM Business Development manager Department : Sales Industry : Manufacturing (elevators) Shift : 9am to 7pm ( Mon to Sat) What We're Offering: Excellent salary + incentives, Training and full support by giving you the knowledge and confidence needed for greatness, Amazing growth prospects and upward mobility, bui...

Job description Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth re...

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and ...

Hiring: Relationship Officers with 2 - 3 yrs Exp in banking or wealth management to build client relation, promote financial products & drive revenue growth. More info: https://shorturl.at/Jn9FP Apply here: https://forms.gle/Usi8ZJpT8B7KEdbo6

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by bank. Required Candidate profile Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management.

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

About the Role: Virtual relationship managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Key Responsibilities: Manage HNI / Ultra HNI Customer relationships, enhance portfolio value and cross-sell banking produc...

*Investment Advisor & Cross Sales *Freshers can also Apply *NISM Certified (Any V/VIII/X) *BFSI Sales services experience *English Proficiency: V5 *Salary: 21k-44k As per experience *Shift: Day shift, 5 Days working HR Krapanshi 9111762733 Required Candidate profile * Freshers with Graduation + Any NISM V/VIII/X certificate can also Apply * Preferred background in BFSI Sales * Experience in BPO or financial services. * Excellent Communication is Required

Bajaj Capital Ltd is currently hiring for / . across the entire covering / with minimum of of experience. -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply share your updated CV at moni.singh@bajajcapital.com or you can directly DM me

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers Sources new bank customers through external individual efforts and acquisition channel

Location: Mumbai / Noida Experience: 610 years (Minimum 3 years in Broking) About the Role: We are looking for an experienced Product Manager Broking to join our team at Paytm Money . The ideal candidate will have a strong background in broking products, trading platforms, and capital markets , with hands-on experience in building scalable, user-centric products. You will be responsible for driving product strategy, managing the lifecycle, and collaborating with cross-functional teams to deliver seamless investment experiences to our users. Key Responsibilities: Own the end-to-end product lifecycle for broking and trading products (Equity, Derivatives, Commodities, ETFs, etc.). Define produc...

Role Overview We are hiring a Wealth & Business Development Associate to support our growing financial advisory operations. This role involves a mix of client portfolio management, business development, insurance coordination , and backend operations. Its ideal for someone with a passion for finance and a drive to build strong client relationships. Key Responsibilities Client & Investment Support Assist with client portfolio management and financial planning. Work with senior advisors to design personalized financial strategies. Explain investment and insurance products to clients and internal stakeholders. Business Development Support lead generation and client engagement efforts. Prepare p...