6112 Investment Products Jobs - Page 10

1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. 6) Recruit potential new Franchisees and ...

egional Head- Stock Broking & Investment Products, Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Allaances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for...

1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. 6. Ensure highest servicing standard for...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

Candidate must have experience managing HNI wealth with knowledge of Mutual Funds, Insurance, Bonds, Equity and PMS. Position based in Unchahar, Raebareli. Only candidates from Unchahar or Raebareli may apply. Local market knowledge preferred. Provident fund

Job Description Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in the Self-Directed Investing business, you will be responsible for defining and delivering a differentiated experience for how clients interact with and understand their overall investment portfolio, so they can make informed investment decisions.Through the experiences you create and manage, you will have the opportunity to create client engagement, establish loyalty to our platform, and ultimately enable growth for the Self-Directed Investing busines...

About The Role Skill required: Core Banking Operations (incl. Payments) - Retail Banking Card Operations Designation: Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing ...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Associate Qualifications: BCom Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, insurance ser...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Analyst Qualifications: BCom Years of Experience: 3 to 5 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, insurance servi...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Associate Qualifications: BCom Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, insurance ser...

RESPONSIBILITIES & TASKS (List key responsibilities and tasks of the position, including targets, if any) • To act as a profit center head for the branch • To expand team size across the location • The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with JM Financial • Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPO’s, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) • Training and driving IFDs to achieve sales of financial products on ongo...

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitab...

About This Role Team Overview (Multi-Asset Strategies & Solutions) The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $2 trillion in assets...

PRIMARY JOB RESPONSIBILITIES Recruit, induct, handhold, facilitate, motivate & retain Team Members Ensuring smooth operations and achieving the revenue & profitability targets of the Branch Ensure individual and team performance as per norms Ensure compliance as per various regulator and organization guidelines Client acquisition from own network/ open market along with margin collection as expected Generate revenue through Broking & Non Broking Products (LI, MF, FD, Bonds etc. & focus product if any) Promote Focus Product of the month Maintain & service the existing clientele Preferred candidate profile Candidate should have overall experience of around 10-15 years in the desired role with ...

Hiring: Wealth Managers | Mumbai Were looking for experienced Wealth Managers to join our growing team and manage HNI/UHNI clients. Location: Mumbai Experience & CTC: • 35 years: Up to 10 LPA • 10+ years: Up to 30 LPA Client acquisition & relationship management Investment advisory – PMS, AIFs, Bonds, MFs, Unlisted Shares Portfolio management & financial planning Revenue & AUM growth If you are interested in exploring this opportunity, please share the following details along with your updated resume at chinmaya@topgearconsultants.com Current Location: Preferred Location: Highest Qualification: Total Experience: Current CTC: Expected CTC: Notice Period: Availability for Interview (Date & Tim...

Key Responsibilities: • Drive business growth through client acquisition and revenue generation • Manage and develop HNI / UHNI / Retail client relationships • Oversee trading, investment advisory, and portfolio management services • Lead and mentor Relationship Managers / Dealers / Team Leaders • Ensure achievement of monthly, quarterly, and annual targets • Coordinate with Research, RMS, Compliance, and Operations teams • Monitor client portfolios and provide investment strategies as per market conditions • Ensure adherence to SEBI, exchange, and internal compliance guidelines • Resolve escalated client issues and ensure high service standards • Support branch / regional head in strategic ...

As Vice President of Global Investment Operations, you will lead a high-impact team responsible for the operational backbone of our investment platform. This role is critical to ensuring the integrity, efficiency, and scalability of our investment operations across global markets. You will oversee core functions such as trade settlement, cash and collateral management, derivatives lifecycle oversight, and position reconciliation, while supporting front-office investment teams and maintaining strong relationships with custodians and counterparties. For this critical senior-level position, we are open to considering candidates based in Minneapolis (USA), Boston (USA), London (UK), Swindon (UK)...

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

Sales Head Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Sales Head Location: Gurgaon Education: Graduate Experience: 15+ years About the Role: The Sales Head will be responsible for building, leading, and scaling the Relationship Manager (RM) organisation. This role owns revenue growth, productivity, talent acquisition, and sales culture across all RM cohorts, while working closely with leadership and cross-funct...

Provide world-class, specialized phone service to high-priority advisors, clients, or other relationship partners to successfully resolve customer-initiated service issues in an innovative manner. Respond to more complex issues (which may be related to basic investment products, general securities products, or insurance products) escalated from service teams, and take a lead role in communicating resolution status updates to appropriate parties. Proactively initiate customer contact to ensure the highest possible quality of customer service. Key Responsibilities - Responsible to lead a team of contact center resources and ensure effective service level adherence through timely and accurate r...

The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders. Key Responsibilities Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape. Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios. Build and analyze investm...

Responsibilities: Mutual funds advisory (sales) to HNIs Qualifications: 2-7 years of work experience with Mutual Funds and PMS Strong communication and interpersonal skills Compensation offered: 25,000 - 42,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training Health insurance Employee state insurance

As a Chartered Wealth Manager at [Company Name], you will be responsible for delivering strategic, bespoke financial advice and portfolio management services to high-net-worth clients. You will work closely with clients to understand their financial goals, manage their assets, and provide expert guidance on various financial matters, including investment strategies, estate planning, retirement planning, and tax optimization. Key Responsibilities: - Client Relationship Management: Build and maintain strong relationships with high-net-worth clients by understanding their needs and providing tailored financial advice and solutions. - Portfolio Management: Oversee and manage client portfolios to...

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

About Liability Sales The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also ...