201 Investment Planning Jobs - Page 2

Key Responsibilities: Meet potential clients, explain mutual fund products, and assist them in choosing suitable investment options. Conduct door-to-door visits, participate in investor meetings, and generate leads from referrals. NISM V A - must Annual bonus Health insurance Travel allowance Food allowance

Role & responsibilities This is a full-time on-site role as a Mutual Fund Sales or Mutual Fund Advisor at Growmore Financial Services in Mulund, Mumbai. The Candidate will be responsible for providing financial suggestion, creating financial plans, & helping clients to achieve their Financial Goals. The ideal candidate will focus on client acquisition and play a key role in building and growing the company's Assets Under Management (AUM). CFP Candidates are highly encouraged and welcomed. Preferred candidate profile Develop and implement personalized financial plans for clients. Conduct in-depth financial assessments to understand client goals and needs. Monitor client portfolios and make ad...

Looking for a Head of Research (12–15 LPA, 3+ years experience) to lead mutual fund portfolio research, engage with fund managers, and deliver insights for client-centric investment strategies. Required Candidate profile Must-have: CFP + MBA (Finance/Investment), strong analytical & financial modeling skills, and excellent communication. If you’re passionate about investment research and ready to make an impact, apply

Dear Aspirants, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency...

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

Roles and Responsibilities Manage a team of sales professionals to achieve revenue targets through effective channel management, client meetings, and target planning. Develop and execute strategies for field sales activities, including primary sales, retail sales, B2C sales, direct sales, insurance sales, mutual funds sales, SIPs, ULIPs, GIs & MFs. Identify new business opportunities by analyzing market trends and competitor activity to drive growth in investment products. Collaborate with cross-functional teams to develop innovative solutions that meet customer needs and improve overall performance. Ensure compliance with regulatory requirements while maintaining high levels of professional...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Responsibilities: * Manage budgets & forecasts * Lead financial strategy & planning * Oversee accounting functions * Ensure compliance with regulatory standards * Optimize cash flow & investments Note - Employee has to visit the investors sometimes.

You are seeking a highly experienced Senior Client Partner Private Wealth to join a dynamic team with a proven track record in Private Wealth Management or Private Banking. Your expertise lies in managing and growing high-net-worth (HNW) client portfolios. - Acquire, manage, and grow an AUM portfolio by providing tailored wealth management solutions to HNW and UHNW clients. - Develop and execute strategies to deepen client relationships and maximize revenue potential. - Offer comprehensive financial advisory services, including asset allocation, investment planning, and portfolio management. - Collaborate with internal investment teams, research analysts, and product specialists to deliver b...

Essential Duties and Responsibilities: Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads. Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI). Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the compan...

Main Purpose of Role: The role is within Operations & Corporate Functions FP&A Team, supporting the Operations and Corporate Functions finance. Team comprises of 2 Sr Manager Finance FP&A and a Team of Performance Analyst. The FP&A Team is responsible for activities including core FP&A/Decision Support, consolidate reporting, budgeting etc. Team comprises of two Senior Manager Finance with roles to focus on Month End closing and reporting. Forecast and Budget submission. Working closely with GFP&A and FBP Team to ensure smooth submission of group requirements. Adoption of different tools and support in implementation of various Group Tools and Dashboards. Investment Planning and reporting. P...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

**Job Description:** As part of the Operations & Corporate Functions FP&A Team at LSEG, you will be supporting the finance functions for Operations and Corporate Functions. The team consists of 2 Senior Managers in Finance FP&A and a team of Performance Analysts. Your responsibilities will include activities such as core FP&A/Decision Support, reporting consolidation, budgeting, and more. **Key Responsibilities:** - Drive the operating rhythm for Financial Planning & Analysis across operations, collaborating with Group FP&A, FinCon, and Business Finance teams. - Produce monthly/quarterly performance reports for review by ExCo, Board, and external investors. - Support the external reporting p...

Job Description: We are seeking a Utilities Asset Management & Analytics Expert with deep knowledge in Electric Transmission & Distribution (T&D) , Asset Performance Management , and Asset Data Analytics . The ideal candidate will have expertise in the Risk and Failure Prediction Models , Criticality Assessment , and Risk-Based Investment Planning in the utilities space. This role will involve working closely with clients to develop data strategies, assess data architecture, and transform their asset management processes through data-driven insights. Key Responsibilities: Work with clients to understand their business challenges and identify how analytics can improve their operations, includ...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Trichy Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Madurai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 10+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and devel...

Understand Clients financial needs.Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals.Prepare Financial plans for clients and present them

As a Mutual Fund Executive at our company, your role involves operating mutual fund panels and processing applications such as SIP, STP, SWP, Switch, Purchase, Redemption, NCT via platforms like NSE, BSE, MINT, CAMS, KFintech, and MFU. Your key responsibilities will include: - Assisting clients with investment planning, KYC updates, and portfolio management. - Scanning, uploading forms, and resolving client queries through calls, emails, or walk-ins. - Handling bulk transactions and ensuring completion before cut-off times. - Providing excellent client service and maintaining strong communication for SIP schemes and portfolio guidance. - Studying and analyzing fund histories to offer investm...

Role Overview: You will be responsible for overseeing real-time liquidity and cash flow management, optimizing fund allocation and capital utilization. Your role will involve ensuring compliance with SEC, FINRA, and global BPO financial regulations to mitigate financial and operational risks. Additionally, you will supervise treasury operations related to outsourced financial services, ensuring SLA-driven financial workflows. In this role, you will support investment planning, risk assessment, and financial decision-making in a fast-paced Fintech-BPO environment. You will collaborate with finance, compliance, and operations teams to align treasury strategies with business goals, contributing...

Greetings Head of Asset Management Lead financial strategy & planning Oversee investment portfolio & risk management Ensure compliance with regulatory standards Manage stakeholders, CAPEX control & funding request Apply if interested

Role & responsibilities: Acquisition and on-boarding of clients keen to invest in business. Understanding business expansion strategies. Understanding investor's area of interests and executing plans to on-board investors, cultivate profitable investor relationships. Resolve investor complaints quickly and effectively with an aim to preserve investor's interests. Entrepreneurship models: Identification and on-boarding of valued fund aggregators in rural and semi-urban geographies, achieving individual targets in the portfolio. Direct sales vertical: Effectively managing end to end investor lifecycle during the active tenure of the clients. Coordination with backend support team for excellent...

Job Description: As a Mutual Fund Distributor, you will be instrumental in helping clients plan and achieve their financial objectives through mutual fund investments. This role, which is based on commission, requires a strong interest in finance and sales. Your primary responsibilities will involve understanding the needs of clients, suggesting appropriate mutual fund schemes, and offering goal-based investment guidance. Additionally, you will be tasked with nurturing client relationships, conducting periodic portfolio reviews, and keeping abreast of market developments, products, and regulations. Key Responsibilities: - Understand the individual requirements of clients and propose suitable...

As a financial operations manager at our client, a leading contemporary jewellery brand, your role will be crucial in overseeing all financial aspects of the business to support growth and ensure compliance. You will be responsible for managing accounting, reporting, and compliance processes to guarantee accurate and timely financial information. Key Responsibilities: - Oversee all financial operations, including accounting, reporting, and compliance, to ensure the smooth functioning of financial processes. - Develop and implement financial strategies that align with the business goals and support its growth trajectory. - Prepare precise and timely financial reports such as profit & loss sta...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Madurai Location JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Madurai Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 10+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new clients and identify their needs. Provide and deve...

Work Level : Individual Core : Result Driven Leadership : Building Work Relationships Role : Wealth Relationship Manager Industry Type : Banking Function : Business Development Manager (BDM) Key Skills : Wealth,Wealth Manager,Wealth Head,Private Wealth,Mutual Fund Advisor Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Job Summary: To up sell MF products to Retail/HNI Clients as per the assigneddatabase, 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 prod...