6112 Investment Products Jobs - Page 12

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 ...

As a Relationship Manager in the Private Banking sector at Standard Chartered, your primary responsibility is to drive profitable growth by acquiring, developing, and servicing long-term relationships with High Net Worth (HNW) clients. Here's a breakdown of your key responsibilities: - **Strategy**: - Drive profitable growth by managing your own client book effectively. - Deliver Net New Money (NNM), Assets Under Management (AUM), revenue growth targets, and key operating metrics. - Generate a healthy pipeline of target market prospects, convert them into clients, and grow the client portfolio size. - Implement asset allocation according to client needs and model portfolios as benchmarks. - ...

As a Business Analyst (Wealth Management) at TCS, your role will involve: - Having an in-depth understanding of the Wealth Management business - Working on Wealth Management Front Office, Portfolio Management, Compliance, or Asset Management Platforms - Demonstrating a strong understanding of Investment Products, Risk Profiling, Financial Planning, Portfolio Management, Rebalancing, Trading & Execution Concepts - Ability to work as Subject Matter Expert (SME) to gather/analyze requirements and create Functional Solution documents proactively or as part of Implementations - Collaborating with the Product Engineering and Testing teams to validate the solutions developed - Understanding the Wea...

As an Investment Advisor Sales at the leading Investments Client in Coimbatore, you will play a crucial role in driving revenue growth by building strong client relationships. With 2 to 4 years of experience, you will have the opportunity to showcase your sales expertise and meet set targets. The interview mode is Face-to-Face, and the expected notice period is 30 days. While candidates from Investments, Banking, or Finance sectors are preferred, individuals from any industry are encouraged to apply. Proficiency in English, Hindi, and Tamil languages is an added advantage. Key Responsibilities: - Utilize your strong core sales experience to meet and exceed targets. - Demonstrate excellent co...

Job description 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 e...

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

CUSTOMER DEVELOPMENT Job Description Position : Customer Development Organization Name : Sakthifinance Financial Services Limited - SFSL Industry : Banking and Financial Services Products/ Services : Lockers, Deposits, Mutual Funds & iNSURANCE Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solu...

Role & responsibilities o Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Share CV at 9149271539 References are highly Appreciated!! Interviews on Monday

Job Title Wealth Manager / Relationship Manager Wealth Management Location Mumbai, Delhi Experience 3-10 Years Industry Wealth Management | Private Banking | BFSI | Investment Advisory Employment Type Full-Time Job Summary We are seeking an experienced Wealth Manager / Senior - RM to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra HNIs. The role involves client acquisition, portfolio advisory, cross-selling of financial products, and long-term relationship management to drive AUM and revenue growth. Roles and Responsibilities Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, including asset allocation, fund select...

Drive sales of insurance and investment products through direct customer engagement Achieve monthly, quarterly, and annual revenue targets Plan territory-wise sales strategies and daily field activities Health insurance Annual bonus Provident fund Maternity benefits in mediclaim policy Performance bonus Life insurance Accidental insurance

Job Title: Outbound Sales Executive Insurance & Mutual Funds Responsibilities: Make outbound calls to generate leads and sell insurance and mutual fund products. Understand customer needs and recommend suitable financial solutions. Achieve daily/weekly/monthly sales targets. Maintain call records and update CRM. Ensure compliance with IRDAI/SEBI guidelines. Requirements: Experience in outbound or telesales (financial services preferred). Good communication and convincing skills. Basic knowledge of insurance and mutual funds. Interested candidates kindly share your resume at Moni.singh@bajajcapital.com

Role Overview: As a Sales & Business Development Executive you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities Role & responsibilities: Identify and acquire new clients through lead generation, networking, and field sales activities. Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients . Conduct client meetings , portfolio discussi...

Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensu...

Acquire new clients for Equity, MF, PMS, Insurance & other financial products Manage and service existing HNI / Retail clients Conduct regular client meetings and portfolio reviews Provide investment guidance based on client requirements Required Candidate profile Experience in Stock Broking / Wealth Management / Financial Services Strong communication & relationship-building skills Result-oriented with a passion for sales & client servicing. Perks and benefits Career growth in a wealth management ecosystem

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

Role & Key Responsibilities : Specialized Monitoring: Conduct quality evaluations focusing on the accuracy of information provided regarding PEA requirements for opening/maintaining, transfer rules, and tax benefits/penalties on closure. Reconciliation Audits: Review and validate specialist handling of data reconciliation skills, specifically auditing the resolution of discrepancies in contributions vs. executed amounts and the accuracy of transfer values and instrument eligibility. • Regulatory Compliance Check: Audit interactions for compliance with the French investment product regulations and the proper management of escalations around regulatory questions. Process Improvement: Analyze m...

, ManagersManagersARNDalmia Wealth is launching a dedicated business vertical to partner with Relationship Manahgers / Wealth Managers who aspire to build their own scalable wealth business , while leveraging the platform, credibility, and institutional strength of Dalmia Wealth. Founded in 2007, Dalmia Wealth Pvt. Ltd. is one of Indias leading wealth management firms, offering comprehensive investment solutions across various asset classes. Founded by Mr Brijesh Dalmia, a financial services professional with over 30 years of industry experience. Offices in Mumbai and Kolkata Strong in-house research and advisory capabilities Product suite includes Mutual Funds, PMS, AIFs, Bonds, Insurance, ...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of 2 of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embra...

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Insurance, Bonds, Equity and PMS. Individual Profile. Positions are based at Lucknow. Should be ready to travel Unchahar & Tanda.

Manage an existing client base and pitch /cross-sell wealth products to increase AUM, Manage & sales an assigned portfolio of existing HNI clients pitch wealth products Drive AUM growth through cross-sell and up-sell (MFs, PMS, AIFs, Insurance, etc. Required Candidate profile •Strong network of HNI clients or referral sources •Comfortable with targets, incentives, and performance-based compensation interested share Cv on pinki.singh@tradebulls.in or whatsapp on 9913274989

Role & responsibilities Wealth Manager | B2C Sales | Ahmedabad, Surat, Rajkot Upto 20L Acquiring HNI relationships and managing & retaining Bringing their existing clients Handle and manage clients with a minimum Investment amount of 20 CR Preferred candidate profile Minimum 6 months experience in handling HNI Aquisition.

Position: Cluster Head- Direct Sales (AVP) (Wealth Management) Location: Hyderabad Industry Type: Financial Services (Broking) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Salary budget: 15-25 LPA Role Overview: As a Cluster Head (playing captain role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base. Key Responsibilities: Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Client Acquisition: Develop stra...

Key Responsibilities Identify, acquire, and onboard new HNI clients for wealth management and capital market products. Understand client financial needs and recommend suitable investment solutions. Build strong relationships with prospective clients through regular meetings, presentations, and follow-ups. Achieve monthly and quarterly acquisition targets while maintaining high service standards. Conduct market research to identify potential leads and industry trends. Collaborate with internal teams (Advisory, Operations, Compliance) to ensure smooth client onboarding and service delivery. Maintain updated records of leads, interactions, and conversions in CRM systems. Represent the organizat...

Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...