1564 Investment Advisory Jobs - Page 50

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

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 Title: Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities: Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry be...

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) 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), 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 information & recommending portfolios. 7) Monitoring &...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Sura...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

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) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

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...

Helping Investor in investing in Mutual Fund Schemes Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption Maintain Portfolio of HNI Clients,connect with them related to SIP Schemes Required Candidate profile Familiarity with standard capital market concepts, procedures, and regulatory framework Good knowledge of Ms Office, especially Excel. Graduates / call 8080126356 Trupti Age should be 20-32 yrs Perks and benefits Medical Allowance + Daily Allowance

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

Responsible for growing revenues of broking, lending products, Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

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...

Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BCom/Any Graduation/BMS Years of Experience: 2 to 5 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 Support the Private Wealth Man...

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Trade ideation to PMS and AIF Category III fund management, client interaction, cash management,compliance review Generate equity investment ideas with fundamental/quantitative backing Track & deploy derivative & forex strategies for alpha & hedging Required Candidate profile 3 + yrs of market & fund-side experience,PMS/ AIF Strong command over equity research, options strategies,currency markets Passion for markets Willing to work with high intensity & no micromanagement

Designations : Manager Sales - PMS - B2B Experience : 5 - 10 yrs in investment products like PMS, AIF & Mutual Funds CTC : Upto 10 Lacs Candidate currently working in AMC(Asset Management Co) /PMS Company Education : MBA/CFA/CFP/NISM-XXIA/NISM-VA

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - Manager / Sr Manager / TL /AVP / VP/ Head Experience - 5 to 20+ yrs Location - Mumbai ,Delhi Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products )...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

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) 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) The main responsibility would be to achieve the Business Target for the Region through Broking & other products launched from time to time by up-selling and cross-selling to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products 3) Responsibility will also be to have right team and training of the team on Product and Selling Skills. 4) Need to improve and maintain the client activity ratio by activating clients across the segments. 5) Ability to co-ordinate with different teams 6) Have great channel management skills 7) Should be great Team Leader...