9 Investment Options Jobs

You will be responsible for prospecting new business opportunities through various channels and following up with warm leads. Your main focus will be to provide prompt, accurate, and friendly customer service by responding to inquiries related to financial planning, investment options, documentation, assisting with transfers, goal mapping, and performance review against client goals. Using a customer-focused approach, you will educate customers about investment options through IAPs at corporates and Hum Aapke Dawar sessions for HNI and UHNI clients. You will also be required to conduct internal and client-facing status meetings and updates to report on performance, address any issues, and drive continuous improvement. Creating and maintaining comprehensive project and client documentation will be a key part of your role. Additionally, you will need to plan and facilitate client-planning sessions to ensure all contractual obligations are met and that the performance of clients" portfolios align with their expectations. Building strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle will be crucial for success in this role. About Company: Sahayak Associates is a wealth management firm dedicated to offering a complete range of solutions to help build, manage, and preserve wealth for its clients. The company focuses on executing strategies that maximize growth and optimize risk while providing a seamless customer experience that upholds the highest standards of confidentiality and prioritizes the financial goals of its customers. Sahayak Associates is known for its team of experienced finance professionals and is currently one of the fastest-growing wealth management firms in the region, serving over 500 clients.,

As a Financial Service Associate, you will play a crucial role in supporting clients with financial products and services. Your responsibilities will include building strong relationships, ensuring compliance, and achieving sales and service targets. To excel in this role, you should possess excellent communication and problem-solving skills, as well as a solid understanding of financial products to provide customers with a superior experience. Your main duties will involve closely monitoring HL data, cross-selling insurance (Life and Non-Life), fixed deposits, and other introduced products to home loan customers. You will also be responsible for sourcing open market business and meeting assigned targets. It is essential to have a deep knowledge of the company's products, understand the competition offerings, and effectively handle customer objections. Customer profiling will be a key aspect of your role, where you will identify and address customer needs to recommend suitable investment and insurance options. Building relationships with Home Loan Executives and conducting joint calls to maximize attachments of disbursed files will be part of your daily activities. Additionally, you will focus on cross-selling other products to customers based on their requirements and manage their entire account effectively. Collaboration with partner representatives, understanding joint customer ownership during servicing, and ensuring timely renewal of sourced business are vital tasks that you will handle. Compliance with defined processes, completion of necessary training and certification for selling various products like insurance and mutual funds, and maintaining a well-groomed appearance and organized sales kit are essential aspects of your role. Lastly, you will be expected to uphold a company-first attitude, demonstrate respect towards colleagues, seniors, and partners, and work in sync with the team to deliver exceptional service to customers.,

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

A Relationship Manager is a professional responsible for building and maintaining strong relationships with clients or customers They primarily work in the financial sector, such as banks, investment firms, or insurance companies, but can also be found in other industries where building and managing client relationships are crucial to business success Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients to ensure client satisfaction and retention Act as the main point of contact for clients, addressing their inquiries, concerns, and providing timely and accurate information Regularly assess the clients needs and financial goals, offering appropriate products, services, and solutions Business Development: Identify new business opportunities through market research and networking Expand the client base by acquiring new customers through prospecting and lead generation Presenting the organization's products or services to potential clients and showcasing their benefits Financial Advisory: Provide financial advice and guidance to clients based on their risk tolerance, investment objectives, and financial situation Create personalized financial plans and investment strategies to help clients achieve their financial goals Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional products and services to existing clients to increase revenue and deepen client relationships Compliance and Documentation: Ensure compliance with industry regulations and company policies while handling client transactions and financial activities Maintain accurate and up-to-date client records and documentation Team Collaboration: Collaborate with internal teams, such as product development, marketing, and operations, to ensure a seamless client experience and align business strategies Market Analysis: Stay informed about market trends, economic conditions, and industry developments to provide valuable insights to clients Performance Tracking: Set and track key performance indicators (KPIs) related to client acquisition, retention, and revenue generation Requirements : Education: A bachelor's degree in finance, business administration, economics, or a related field is often required Some positions may require additional certifications or licenses, such as Certified Financial Planner (CFP) or relevant regulatory licenses Experience: Previous experience in a client-facing role, such as sales, customer service, or relationship management, is typically preferred Experience in the financial industry is advantageous Communication Skills: Excellent interpersonal and communication skills are essential to build trust and rapport with clients and effectively convey financial information Financial Knowledge: Strong understanding of financial products, investment options, and market dynamics is crucial for providing effective financial advice

As a Sales Coordinator in Financial Empowerment, you will play a crucial role in guiding individuals through their financial journey. Your primary focus will be on educating clients on various aspects of personal finance, including budgeting, saving, and investment strategies. Additionally, you will provide insights into starting and managing side hustles to create additional income streams, as well as assist in creating comprehensive life plans that align with personal and financial goals. Your responsibilities will include organizing and coordinating sales efforts through workshops, webinars, and one-on-one consultations. Collaboration with the sales team to identify opportunities for client engagement will be essential in meeting outreach goals. You will also be tasked with delivering resources and tools that simplify complex financial concepts for a wide audience and acting as a liaison between clients and financial planning resources to ensure tailored solutions. The ideal candidate for this role will be passionate about empowering others to achieve financial wellness. You should have a keen interest in personal finance, side hustles, and long-term financial planning. Strong communication and organizational skills are a must, along with self-motivation to inspire confidence in clients regarding their financial future.,

As a candidate for this role, you should possess a good knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. Your responsibility will include increasing market share and AUM share in the assigned markets by identifying, building, and maintaining relationships with existing and new distributors while achieving the given targets. It is essential to have product and process knowledge to enable NDs to meet clients and successfully sell the company's funds. Effective communication and influencing skills are crucial for engaging with various stakeholders and generating business from NDs. This is a full-time, permanent position with benefits such as cell phone reimbursement, health insurance, and Provident Fund. The work schedule is during the day shift and morning shift, with opportunities for performance bonuses and yearly bonuses. The ideal candidate should have at least 2 years of total work experience in a similar role. The work location for this position is in person, requiring your physical presence to fulfill the responsibilities effectively.,

As an Immigration Branch Manager, you will be responsible for overseeing the operations of an immigration branch office to ensure efficient service delivery. Your key responsibilities will include managing budgets, developing sales strategies, ensuring compliance with legal requirements, and maintaining excellent customer service. You will also be in charge of training staff to provide exceptional service, assigning tasks based on priority, and preparing sales and marketing plans. Moreover, you will be expected to achieve monthly sales targets, ensure timely submission of reports, and assist the team in identifying customer needs and providing investment options. This role requires a total of 2 years of experience in immigration work, with a minimum of 1 year of overall work experience. A Master's degree is preferred for this position. This is a permanent job opportunity with benefits such as cell phone reimbursement and provident fund. The work schedule is a fixed day shift, and additional benefits include performance bonuses and yearly bonuses. The work location is in Chandigarh, Chandigarh, and the ability to commute or relocate to the area is required for this role.,

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. Your key responsibilities will include building and nurturing strong relationships with high net worth clients, understanding their financial goals, and offering personalized solutions to meet their needs. You will serve as a primary point of contact for clients, addressing their inquiries and concerns promptly and professionally. Collaboration with the Sales team to identify new business opportunities, cross-sell products and services, and support in preparing and presenting proposals to clients will be essential. Staying updated on market trends and regulatory changes, monitoring and analyzing clients" portfolios for risks and growth opportunities, conducting regular reviews with clients to assess satisfaction, and identifying areas for improvement are also part of your role. Additionally, you will mentor and train junior team members to ensure high-quality service delivery. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in Wealth Management or a similar role in the banking industry. A proven track record of managing and retaining high net worth clients, in-depth knowledge of financial products and services, strong communication, interpersonal, analytical, and problem-solving skills are required. Proficiency in MS Office and CRM software is essential, and relevant certifications such as CFP or CFA will be considered an asset. If you are a driven and customer-focused individual with a passion for wealth management, we invite you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, benefits package, and opportunities for career growth within our dynamic organization.,