6112 Investment Products Jobs - Page 11

Company Description Motilal Oswal Financial Services Ltd. (MOFSL), founded in 1987, has grown from a small sub-broking unit into a prominent diversified financial services firm with over 12,000 team members. Based in Mumbai, MOFSL offers a wide range of financial products and services including Private Wealth, Retail Broking, Asset Management, Investment Banking, and more, across 550 cities and towns with 2,500+ business locations, serving over 5.2 million customers. The organization is recognized for its customer-first approach, ethical practices, cutting-edge technology, and award-winning equity research. MOFSL is a pioneer in research-driven investment strategies, with 25+ analysts coveri...

Location: Bangalore / Chennai Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note: We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. We are looking for a senior Relationship Manager to drive growth in our Private Wealth business. This is a high-impact role for professionals who actively manage UHNI relationships and have a proven track record of buildin...

As a financial products and stock market enthusiast, your responsibilities in this on-site role at Netaji Subhash Place, Pitampura, Delhi will include analyzing various financial and investment products, including mutual funds, insurance products, and other financial investment products. You will be deeply understanding mutual funds and evaluating their past performance. Additionally, you will be conducting research on identified shares, profiling client risk, and working on investment and trading strategies. It will be your duty to backtest the returns/results of the strategies, develop hedging strategies, futures, and options strategies, meet clients to raise awareness about financial prod...

Must have exp in Wealth Management/Financial Planning platforms in handling international customers / process. good understanding of various capital markets products((Fixed Income, Futures Options, Equity, Derivatives etc.)& securities . Required Candidate profile 8-10 yrs of exp in US Wealth Management / Financial Planning. Should have team handling exp of at least a year on Paper. Should be ok working in US shifts & should have excellent communication skills

Role & responsibilities 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 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 product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates wit...

Job Specifications Role Designation: Cluster Manager-Investment Products Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head Location: Ahmedabad Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Share...

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Location: Ahmedabad Experience: Minimum 4 years Certification: NISM VIII mandatory Key Responsibilities: Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending p...

Job Title Sales Trainer - Capital Markets We are looking for a high-energy professional with strong knowledge of capital markets and a passion for training and capability building. The role involves creating high-quality content on investment and capital markets and delivering impactful training sessions to frontline sales teams. Key responsibilities Design, develop and update training modules on capital markets, investment products, market fundamentals, and sales application of these concepts. Create engaging content such as presentations, playbooks, micro-learning videos, quizzes and case studies. Simplify complex financial concepts for easy understanding of new and experienced sales profe...

Hiring | RM Head AVP Team role( To Handle RMs) Bangalore ( LEading Bank) Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Currently managing a Wealth Management /Retails Branch Banking. Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile...

Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

Job Title: Manager Sales & Investor Relations Location: Noida Department: Sales & Business Development Reporting To: Zonal Head/Director About The Policy Exchange (owned by Fairvalue Insuretech Pvt.Ltd.) The Policy Exchange is a pioneering platform that enables investors to participate in a new asset class by purchasing existing life insurance policies available at a discount to their market value. The model bridges policyholders seeking liquidity and investors seeking stable, market-linked returns, creating a win-win ecosystem. We are expanding rapidly and seek dynamic Manager Sales & Investor Relations to lead regional growth, drive distribution partnerships, and build a high-performing sa...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 in...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 in...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 in...

The opportunity As a Manager for the EMEIA Tax Center, you will actively work on the finalized deliverables on projects/services in the domain of Indirect Tax / VAT Your key responsibilities Being a central point of contact liaise with your international clients and colleagues with respect to European VAT and VAT compliance. Fully comprehend the scope of each client engagement to identify what is out of scope and thus a "win" or additional work. Capture all out of scope work to your clients and record on Pipeline spreadsheet or direct it to the Process Owner to do so Organizing and coordinating the client serving team during the resolution of any out of scope activities. Monitoring the quali...

The opportunity As a Manager for the EMEIA Tax Center, you will actively work on the finalized deliverables on projects/services in the domain of Indirect Tax / VAT Your key responsibilities Being a central point of contact liaise with your international clients and colleagues with respect to European VAT and VAT compliance. Fully comprehend the scope of each client engagement to identify what is out of scope and thus a "win" or additional work. Capture all out of scope work to your clients and record on Pipeline spreadsheet or direct it to the Process Owner to do so Organizing and coordinating the client serving team during the resolution of any out of scope activities. Monitoring the quali...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing team s performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products....

Job Purpose The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe. The role requires understanding of financial planning, understanding NPS and comparable investment products (like Mutual Funds, Insurance, PPF etc), and a commitment to deliver exceptional client service. Main Accountabilities Client Acquisition and Relationship Management: Identify and build Corporate opportunity for NPS across Corporate segments...

Job Purpose The purpose of the job is to be responsible for acquiring and managing corporate relationships for Corporate NPS. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships, increasing penetration of NPS registration and NPS Corpus within the Corporate employee universe. The role requires understanding of financial planning, understanding NPS and comparable investment products (like Mutual Funds, Insurance, PPF etc), and a commitment to deliver exceptional client service. Main Accountabilities Client Acquisition and Relationship Management: Identify and build Corporate opportunity for NPS across Corporate segments...

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...

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 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 ...