3026 Investment Advisory Jobs - Page 8

Hiring | RM Head AVP Team role( To Handle RMs) Bangalore ( LEading Bank) Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Currently managing a Wealth Management /Retails Branch Banking. Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile...

Lead private wealth and family office for HNI/UHNI families, driving AUM growth, bespoke multiasset portfolios, estate and tax structures, family governance and nextgen planning with strategic leadership and whiteglove relationship management. Required Candidate profile Trusted advisor to HNI/UHNI families, crafting bespoke portfolios, estate and tax structures, governance and nextgen plans with discreet, longterm, relationship-led stewardship.

5 Days working 2 rotational days off Rotational Shifts Both Side cabs Graduate and Undergraduate with 6 Months of Experience. Salary upto 32k CTC Required Candidate profile HR Rohit 8178634637 HR Vedika 8193878187 HR Harshita 9871971616

Designation- Financial Planner Job Description 1. Regular Portfolio review of client 2. Preparing new portfolio of client 3. Assessing there risk & goals 4. Advising investment Instrument as per there need 5. Focusing on core product like ( Insurance, Mutual fund, PMS & Corporate FD) Desired Candidate profile- Candidate must have minimum 2 to 5 years of experience into Investment Advisory & Financial Planning Location- Gurgaon & Nehru place Interested Candidate can mail there resume to [HIDDEN TEXT]

Job Overview Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location: Hyderabad & Kolkata Key Responsibilities: Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and maintai...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

Business Development Executive (BDE) Elites Capital Indore Experience: 2 Years Job Summary Results-driven Business Development Executive with 2 years of experience in the stock market and financial services industry. Proven ability to acquire new clients, drive revenue growth, and build long-term relationships by offering equity trading, investment advisory, and capital market solutions. Key Responsibilities Identified and acquired new clients for equity trading, Demit & trading accounts, and investment advisory services . Generated leads through cold calling, referrals, and market networking, successfully converting prospects into active investors. Explained stock market products, brokerage...

Barclays is looking for Head of DPM, Equities India to join our team Roles and Responsibility Develop and implement strategies to drive business growth and expansion. Lead and manage a team of professionals to achieve business objectives. Build and maintain relationships with clients and stakeholders. Analyze market trends and make informed decisions to optimize business performance. Collaborate with cross-functional teams to identify new business opportunities. Provide guidance and support to junior team members to enhance their skills and knowledge. Job Requirements Strong understanding of equity markets and trading principles. Excellent leadership and management skills. Ability to analyze...

Job Title Wealth Manager / Relationship Manager Wealth Management Location Mumbai, Delhi Experience 3-10 Years Industry Wealth Management | Private Banking | BFSI | Investment Advisory Employment Type Full-Time Job Summary We are seeking an experienced Wealth Manager / Senior - RM to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra HNIs. The role involves client acquisition, portfolio advisory, cross-selling of financial products, and long-term relationship management to drive AUM and revenue growth. Roles and Responsibilities Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, including asset allocation, fund select...

Drive sales of insurance and investment products through direct customer engagement Achieve monthly, quarterly, and annual revenue targets Plan territory-wise sales strategies and daily field activities Health insurance Annual bonus Provident fund Maternity benefits in mediclaim policy Performance bonus Life insurance Accidental insurance

Role & responsibilities Lead and manage a team responsible for client acquisition and advisory . Recruit, train, and onboard new team members to strengthen the acquisition pipeline. Ensure the team meets targets for account openings and TPP (Third-Party Product) sales such as mutual funds, insurance, etc. Drive individual sales efforts and achieve personal targets alongside team targets. Preferred candidate profile 3 to 6 years of experience in Broking industry Interested candidates can email their resume - mansi.pathare@jmfl.com

Drive client engagement, grow equity assets under advisory, and deliver strategic market insights to institutional, HNI, and retail clients 3 7 years experience in equity sales, investment advisory, or relationship management Graduate or PG in Finance, Economics, Business, or related field

Job Responsibilities Meet and build long-term relationships with HNI clients to understand their goals and financial priorities Develop customized financial plans covering investments, insurance, taxation, and retirement strategies Review and refine client portfolios to align with changing goals or market conditions Present financial concepts clearly, helping clients make confident and informed decisions Stay updated with market trends, financial products, and compliance regulations Collaborate with the internal team to ensure an exceptional client experience Requirements 1. Certified Financial Planner (CFP) certification (mandatory or currently pursuing). 2. Minimum 1 year of experience in ...

Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...

About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role: The Senior Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Key Responsibilities Create and execute the plan for acquiring new-to-bank high value customer relationships. Leverage networks, partnership and sources o...

Job Overview: Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location: Hyderabad & Kolkata Key Responsibilities: Acquire, manage, and grow a portfolio of HNI/UHNI clients. Leverage an existing client base to drive business growth and revenue generation. Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products. Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion. Build and mainta...

Acquire new clients for Equity, MF, PMS, Insurance & other financial products Manage and service existing HNI / Retail clients Conduct regular client meetings and portfolio reviews Provide investment guidance based on client requirements Required Candidate profile Experience in Stock Broking / Wealth Management / Financial Services Strong communication & relationship-building skills Result-oriented with a passion for sales & client servicing. Perks and benefits Career growth in a wealth management ecosystem

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

, ManagersManagersARNDalmia Wealth is launching a dedicated business vertical to partner with Relationship Manahgers / Wealth Managers who aspire to build their own scalable wealth business , while leveraging the platform, credibility, and institutional strength of Dalmia Wealth. Founded in 2007, Dalmia Wealth Pvt. Ltd. is one of Indias leading wealth management firms, offering comprehensive investment solutions across various asset classes. Founded by Mr Brijesh Dalmia, a financial services professional with over 30 years of industry experience. Offices in Mumbai and Kolkata Strong in-house research and advisory capabilities Product suite includes Mutual Funds, PMS, AIFs, Bonds, Insurance, ...

Duties/ Roles & Responsibilities Corporate Sales Leadership: Drive business development initiatives with corporates, institutions, and high-value clients. Client Management: Develop and expand relationships with clients, offering tailored investment solutions. Market & Equity Expertise: Provide insights on economic trends, equity markets, and investment opportunities to clients and management. Revenue Growth: Achieve sales targets through structured strategies, client engagement, and cross-selling of financial products. Strategic Partnerships: Collaborate with banks, financial institutions, and corporate houses to expand business reach. Compliance & Governance: Ensure adherence to SEBI regul...

We are seeking a Relationship Manager to build, maintain,and grow strong relationships with our clients.The ideal candidate will act as a trusted point of contact,ensuring client satisfaction,identifying opportunities for longterm business success.

Job Title Relationship Manager YES FIRST Functional Title Relationship Manager YES FIRST Grade Manager / Senior Manger Management Band Junior Management Business Unit Branch Banking Division SECTION II: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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 busin...

The BDM will be responsible for identifying business Associates/ Partners & opportunities, building and maintaining key customer relationships, conducting market research and developing strategies for company growth.

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class...