3036 Investment Advisory Jobs - Page 9

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...

Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 AMC 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 prod...

Overview MSCI Global Index Client Service is the primary point of contact for clients and users of MSCI Index products and serves as the key link to MSCI's Global Research and Index operations. The team members are responsible for directly responding to a wide variety of methodology, usage, interpretational and technical questions on MSCI benchmark products. The MSCI Index Client Service team is composed of experienced financial professionals that provide first tier support for our institutional, dominantly financial institutional clients around the world. Globally the Index Client Service group is present in the following locations: San Francisco, Monterrey, New York, London, Budapest, Mumb...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank Ltd, No.20/6 To 20/9, Toovipuram I Street, Tuticorin Point Of Contact: Mr. Mariraja (Cluster Head) Job Location: Tuticorin IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complain...

Job Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ens...

Position: Wealth Manager Salary: 8–20 LPA Experience: Minimum 3 Years Mandatory min portable book size of 20 Cr Strong relationship management and client acquisition skills Nivedita Email: arsprocess11@gmail.com Contact: 9310803461

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Sales & advisory. Required Candidate profile The individual is required to provide advisory services to High Net worth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets. Must have own client base.

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Responsibilities: Manage $1 million+ portfolios Collaborate with investment team on strategic planning Meet revenue targets through mutual fund sales Build strong relationships with clients Sales incentives

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank Ltd,Ground Floor ,2/3, Gv Tower, Melakkal Main Road, Kochadai, Near Passport Office, Madurai- 625016 Point Of Contact: Ms. Yogamathi (Cluster Head) Job Location: College Road Karaikudi IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving ...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank, No 341/2, North Bye Pass Road, Bgs Towers, Opp To Galaxy Hospital, Vannarapettai, Tirunelveli 627002, Tamil Nadu Point Of Contact: Ms. Gomathy (Cluster Head) Job Location: Vallioor & Tirunelveli IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 23rd, 24th & 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank, 74 And 75, Kamarajar Salai, Madurai, Madurai 625009, Tamil Nadu. Point Of Contact: Mr. Alagudurai Pandian P (Cluster Head) Job Location: Madurai & Thirumangalam Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Serv...

Job Title: Wealth Manager Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment produc...

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Keywords SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Managem...

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...