6112 Investment Products Jobs - Page 13

Key Responsibilities 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) wit...

About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities - Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. - Develop and maintain an AUM of INR 50 Cr and above. - Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. -...

Overview MSCI Global Index Client Service is the primary point of contact for clients and users of MSCI Index products and serves as the key link to MSCI's Global Research and Index operations. The team members are responsible for directly responding to a wide variety of methodology, usage, interpretational and technical questions on MSCI benchmark products. The MSCI Index Client Service team is composed of experienced financial professionals that provide first tier support for our institutional, dominantly financial institutional clients around the world. Globally the Index Client Service group is present in the following locations: San Francisco, Monterrey, New York, London, Budapest, Mumb...

Job Purpose :- The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint ca...

In this role, you would be responsible for Acquiring , managing and nurturing new as well as existing client relationships. The focus will be on business sourcing through the existing book, client referrals, Open Market and all channels .

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 ...

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 ...

Job 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. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ens...

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance Sales & advisory. Required Candidate profile The individual is required to provide advisory services to High Net worth Individuals (HNI) and Ultra HNI clients in Equity, Derivatives, and Currency Markets. Must have own client base.

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Responsibilities: Manage $1 million+ portfolios Collaborate with investment team on strategic planning Meet revenue targets through mutual fund sales Build strong relationships with clients Sales incentives

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Key accountabilities Management Information and Reporting - support the preparation of papers for executive meetings and Board meetings. Coordinate timelines and consolidate inputs from various functions, prepare and format presentation decks. Provide support to cost management and budget forecasting process - track budget utilization and forecasting, support invoicing process and ensuring alignment with Master Service Agreements (MSAs) and/or Statements of Work (SOWs). Maintain a central repository of all MSAs and SOWs across RCL. Ensuring version control and accessibility for stakeholders. Learning & Development - support the execution of L&D initiatives for RCL staff. Communications - wit...

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

Job Title: Wealth Manager Seeking a client-focused Wealth Manager to deliver tailored wealth management solutions, deepen client engagement, and grow assets under management. Key Responsibilities Manage and strengthen relationships with high-net-worth clients. Understand clients financial goals and provide suitable investment, advisory, and banking solutions. Collaborate with product specialists to deliver comprehensive wealth strategies. Proactively identify new business opportunities and drive portfolio growth. Qualifications Experience in wealth management, private banking, or financial advisory. Strong communication and client-relationship skills. Solid understanding of investment produc...

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 business. The scope for the experiences that you will manage and deliver spans across web, mobile, notifications, and customer service via phone and digital channels. You will model and cultivate the team s customer fi...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory New Associate Qualifications: BCom 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 embrace the powe...

About your team The Product team is part of the broad Client Propositions team, which support the launch, management and governance of Fidelitys cross-border product ranges. Each team comprises a specialist group focused on the research and development of product designs, as well as another group dedicated to the efficient implementation of products and projects that impact the product range. In addition, the department contributes to the oversight of outsourced strategies. In India, the role aligns with Client Propositions Support team, which provides cross-asset analysis and product support across the broader team. About your role The role will support Fidelity Internationals global produc...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating 6) new clients. 7) Ensure all clients are met on a regular basis. 8) To acquire new clients and activate them with asset collection. 9) Ensure 2-3 client meetings are done per day within your territory. Keywords Investment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PM...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating 6) new clients. 7) Ensure all clients are met on a regular basis. 8) To acquire new clients and activate them with asset collection. 9) Ensure 2-3 client meetings are done per day within your territory.KeywordsInvestment Advisor, Broking Client Acquition, Knowledge of Equity, MF, PMS,...

Role & responsibilities Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for selling companys product/offerings. Since this form of selling is dependent on communication skills, good communication skills are a must. He/she must be able to plan the number of fresh/follow-up calls he/she has to do in order to meet targets. The job requires good selling and persuading skills and a thorough understanding of the compa...

Role & responsibilities We are looking for seasoned Wealth Management professionals to manage and grow High Net Worth and Ultra HNI client relationships. The role requires strong advisory capability, portfolio management expertise, and an ability to deliver superior customer experience. Key Responsibilities Manage and expand relationships with HNI & UHNI clientele Handle investment advisory across Mutual Funds, Structured Products, AIF, PMS, Bonds, Insurance & other wealth products Ensure portfolio growth through asset allocation, cross-sell & up-sell strategies Conduct periodic portfolio reviews ensuring superior returns and customer satisfaction Achieve revenue targets across investment, l...

Job Purpose:- The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint cal...