3036 Investment Advisory Jobs - Page 8

Role & responsibilities Dealing with Retail and HNI Clients . Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients throug...

Wealth Management - requiring 6+ months exp in equity research or investment operations with exposure to equities, ETFs, mutual funds, and crypto. Strong skills in capital markets, portfolio analysis, financial statements, and market research. Office cab/shuttle Health insurance Provident fund

Locations: Bangalore/ Mangalore Designation - Sr. Relationship Manager/RM / Sr Manager- Wealth Management Job Description: As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various mar...

We're Hiring: Wealth/Relationship Manager - Direct Channel Locations: Bangalore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Salary can be negotiable

Must have exp in Wealth Management/Financial Planning platforms in handling US/UK customers. Being a Client facing role the candidate must have excellent client service delivery exp. Good understanding of capital markets products and securities Required Candidate profile 8-10 yrs of relevant exp in Wealth Management / Financial Planning. The Client Interface Manager will be the ‘First Point of Contact’ for the clients & actively participate in client meetings.

Must have exp in Wealth Management/Financial Planning platforms in handling international customers / process. good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)& securities . Required Candidate profile 8-10 yrs of exp in US Wealth Management / Financial Planning. Should have team handling exp of at least a year on Paper. Should be ok working in US shifts & should have excellent communication skills

Role & responsibilities Responsibilities: To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates wit...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Location: Ahmedabad Experience: Minimum 4 years Certification: NISM VIII mandatory Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending p...

Job Specifications Role Designation: Advisor-PCG Department: PCG-Commodity Function: Advisory Company: MOFSL Reporting to: Group Leader Location: Ahmedabad Job Purpose 1. Advising HNI/Ultra HNI clients on commodity products Key Deliverables 2.Individually handling clients with the book size of 25 lacs & above. 3.Creation of revenue & Activation of clients through effective Advisory Role Requirements Any Graduate with minimum experience of around 2-5 years into stock broking industries. Able to Understand Market Reports and share Information with Clients. Should be comfortable working in Shifts.

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...