201 Investment Planning Jobs - Page 4

Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance

Hiring for- Investment Advisor & Cross Sale Shift: 5 Days Working * Graduation mandatory. * Sales exp required mutual funds and BFSI industry * Experience in BPO or financial services. Salary- 2,0000 - 40000 HR Himanshu 6232535322 Required Candidate profile Excellent written or verbal communication is required Banking experience is mandate

You will act as a Process Expert for SAP Project Systems, responsible for defining and enhancing project templates and solutions. Your role will involve leading and supporting end-to-end SAP PS implementations, rollouts, and support activities. Collaboration with international teams will be essential to drive process standardization across various departments. You will work closely with Process Managers, IT experts, and business stakeholders to contribute to the digital transformation journey, including S/4HANA migration projects. Additionally, you will support investment planning processes, including budget control and machinery and equipment procurement. Participation in global project ass...

Finance Graduates only Must have exposure to Financial Products Min 1 year exp required Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM WhatsApp: 8929448461 Harjas ( harjasimaginators@gmail.com ) Walk In drive - 26th Aug [Tuesday] Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Job Description: The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products. Introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Co...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide personalized investment solutions through mutual funds, PMS, and other financial products. Identify cross-selling opportunities for insurance, retail sales, and third-party products to increase revenue streams. Develop and maintain strong relationships with internal stakeholders to ensure seamless delivery of services. Monitor market trends and economic indicators to provide expert advice on portfolio management.

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs ...

Role & 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. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

Direct 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 client 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 collectio...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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 collectio...

Finance Graduates only (Freshers can apply - Excellent Comms) Must have exposure to Financial Products Salary: Up to 6.5 LPA F2F Interview | Hybrid | 8:30 PM–4:30 AM Pick & Drop Cabs provided Immediate joiners or 30-day notice WhatsApp: 9810996899 Required Candidate profile Exposure to financial products (Mutual Funds, Insurance, Retirement Services & more) is an added advantage Willingness to pursue licensing certifications (Series 7, State Securities/Insurance, etc.)

The ideal candidate for this position should possess solid technical competencies in Financial Markets, Investment strategies, Cashflow Modelling, Financial Planning Strategies, Risk Analysis, Insurance Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning, and Employee Benefits. It is essential to have a deep understanding of these areas to excel in this role. In terms of professional competencies, the candidate should demonstrate a strong passion for Financial Planning and Wealth Management, along with excellent analytical skills. The ability to work directly with clients and collaborate with international teams in a fast-paced environment is crucial. Being a so...

Build your career in finance by joining Consenta (WFO). We are currently seeking Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to provide support to UK-based wealth managers. If you possess a keen eye for detail, a strong willingness to learn, and proficient English language skills, this opportunity is tailored for you! As an ideal candidate, we value individuals with a growth-oriented mindset. At Consenta, we firmly believe that skills can be acquired through training, but one's attitude and mindset are intrinsic qualities. We are committed to investing time and resources in on-the-job training to nurture your potential. Preferred qualifications include a graduate or po...

As a Sr. NRI Wealth Relationship Manager at NRI Nivesh, you will play a crucial role in providing expert financial advice to NRI clients. Your responsibilities will include developing and maintaining relationships with clients, offering personalized wealth management solutions, and ensuring customer satisfaction through regular interactions and updates. Additionally, you will be required to analyze financial data, create investment plans, and conduct market research to guide NRIs in making informed investment decisions. To excel in this role, you should have a strong background in financial advisory, wealth management, and investment planning. Your ability to manage and grow a portfolio of N...

The Group: Morningstar, Inc.s mission is to empower investor success. We were founded on the simple idea that when people have good investment information, they make better choices that lead to better outcomes.The Investment Management group consists of our Managed Portfolios and Workplace solutions teams. Within Morningstar Investment Management, LLC, the Workplace group offers a range of retirement solutions, including managed accounts, custom models, and advice service by acting in a fiduciary capacity or as an independent financial expert, as defined by ERISA: IFE, 3(28), or 3(21) capacity. The flagship product is our Morningstar Retirement Manager which provides personalized advice on h...

Company Description NRI Nivesh is India&aposs most trusted NRI platform, dedicated to helping NRIs make informed financial decisions. Our mission is to create a financially savvy community by providing expert-backed insights and educational resources. We host global real estate expos, 1:1 consultations, and financial literacy exhibitions aimed at guiding NRIs. Our goal is to empower NRIs to make wise investment choices. Role Description This is a full-time on-site role for a Sr. NRI Wealth Relationship Manager based in Mumbai. The Sr. NRI Wealth Relationship Manager will be responsible for providing expert financial advice to NRI clients, developing and maintaining relationships, and offerin...

Greetings from upGrad rekrut!! Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai. Candidates with minimum 2 years of experience in Mutual Fund sales should apply. Responsibilities ? To up sell company&aposs 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 company&aposs Products, enhancing and upgrading the Client Net worth relationships. ? Profiling customers and provide financial products to meet customer needs ? Ensuring the highest levels of se...