6112 Investment Products Jobs - Page 15

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...

ANAND RATHI SHARES AND STOCK BROKERS LTD Role: Branch Manager ( Sales, Business Development & Team Management) Industry: Financial Broking Houses Team Management: 1+10 members (mix of RMs and Dealers) Reporting to: Cluster Head Experience: 5+ years of experience in the equity market, with at least 2 years in a leadership or managerial role. Job Responsibilities Team Handling and AUM collection Increase revenue from new client through up sale / Cross Sell Acquisition of HNI, Retail clients and Corporate Clients Promote Focus Product of the month. Ensure individual and team performance as per norms. Recruit, induct, handhold, facilitate and motivate team members. Retention of performing team m...

Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel

Skill required: Banking Services - Core Banking Designation: Business Advisory New Associate Qualifications: BCom 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 investment products, insurance servies and fac...

Role & 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 collection....

Job Name PA (Business Unit): Relationship Manager Wealth Job Title: (Job Name) Relationship Manager Business Unit (PA): Wealth Job Purpose : To build and maintain strong, long-term relationship with clients, identify new opportunities, drive sales and enhance overall client experience. Job Responsibilities : Business / Functional Performance (80%) 100% adherence to measurable processes Total Income in Cr. (50%) Net Sales in Cr. (10%) NCA (10%) Liabilities Growth (10%) Customer Engagement & Hygiene (20%) Benchmarked minimum levels of Delivery on products around customer needs Personal Meeting: (5%) 100% Groups to be met in 3 months Contact Management: (5%): 100% Group to be Contacted per Mont...

About the Global Investment Product Analyst Program: The team is seeking a junior to mid-level analyst with some work experience to work in Pune as part of our global teams. Each analyst will own two remits (a major and minor ) across a two to four-year period. Balancing multiple responsibilities requires the analyst to master a broad skill sets, have a wide understanding of business development in asset management, and complete projects that are critical to the success of the group, department or firm. On a biannual basis, the analyst will present learnings and contributions to the broader Global Business Development organization. Analysts will meet with their major and minor stakeholders r...

Achieve revenue goals through cold calling, networking or meetings Execute sales strategies to achieve business targets Acquiring HNI clients Provide investment advice to new acquired clients Sell wealth management products: MF Stock Broking PMS AIF

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,...

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...

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...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Mutual Funds, Private Banking, PMS, AIFs, Capital Markets, Equity Markets etc. Provide investment advisory services to clients by understanding their financial goals and risk appetite. Develop customized investment strategies for each client based on their specific needs. Monitor market trends and economic indicators to make informed decisions about portfolio management. Ensure timely communication with clients regarding investment performance and updates. Desired Candidate Profile 8-13 years of experience in Wealth Management or related field. Strong kno...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Key Account Manager (KAM)/ Select - Relationship Manager(SRM) - Branch Banking across Nagpur and Vidharbha Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible fo...

FASTEST GROWING INVESTMENT / WEALTH MANAGEMENT COMPANY IS HIRING FOR BELOW ROLE IN LARGE NUMBERS: CALL ON 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com Role & responsibilities F ocus on acquiring and managing high-net-worth (HNI) clients, providing comprehensive financial planning, and cross-selling a range of investment products . Wealth Manager Job Location: HYDERABAD Role Overview We are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team. This role is pivotal in guiding and supporting High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients in achieving their financial objectives. The successful candidate will be respons...

As a Sales Strategist for our company, your role will involve developing and executing a sales strategy to generate volumes and revenue from family offices. You will be responsible for identifying and qualifying potential clients, establishing relationships with key decision-makers, and conducting presentations and meetings to educate clients about our platform and investment products. Your main goal will be to meet or exceed sales targets consistently. Key Responsibilities: - Develop and execute a sales strategy to generate volumes & revenue from family offices - Identify and qualify potential clients and establish relationships with key decision-makers - Conduct presentations and meetings ...

Job Title: Investment Advisor Reporting To: Manager About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Location: Pune Employment Type: Full time Key Responsibilities: Responsible for client conversion and retention by ensuring consistent communication, service quality, and engagement. Assist the Business Development team during the client onboarding process and ensure smooth coordination until activation. Maintain and strengthen long-term client relationships...

We are looking for a highly skilled and experienced Wealth Sales Relationship Manager to join our team. The ideal candidate will have a strong background in sales and relationship management, with a proven track record of success in the industry. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and generate leads through networking, referrals, and market research. Conduct thorough needs analysis to determine client requirements and offer personalized investment advice. Collaborate with internal teams to ensure seamless delivery of services and products. Stay ...

We are looking for a highly motivated and results-driven Business Development Executive to join our team. The ideal candidate will have a strong background in sales and business development, with excellent communication and interpersonal skills. Roles and Responsibility Develop and execute strategic plans to achieve business objectives and expand the customer base. Build and maintain strong relationships with existing and potential clients to increase sales revenue. Conduct market research and analyze industry trends to identify new business opportunities. Collaborate with cross-functional teams to develop and implement effective marketing campaigns. Provide exceptional customer service and ...

Job Purpose “This position is open with Bajaj Finance ltd.” Duties and Responsibilities Responsible for acquiring new Corporates for ESOP tie-ups. Responsible for generating leads from Empaneled Corporates. Responsible for doing Cross-Selling of Investment Products like FD’s, Insurance, IPO Financing to the Corporate employees. Responsible for arranging Corporate Help Desks on regular intervals. Required Qualifications and Experience Should have a MBA / Post Graduate Degree. Prior knowledge of LAS / ESOP Industry is a must. Should have minimum 3 years of experience for ESOP Financing & Cross- Selling Of Investment Products. Should have excellent communication skills, relationship building sk...

Job Purpose “This position is open with Bajaj Finance ltd.”Culture Anchor:Work Hard - Consistently puts in effort. plans and tracks daily progress to achieve targetsExecute with Rigor - Takes responsibility for meeting targets with focus and effortOwn It - Maintains honesty and fairness in all interactions in line with organization’s policiesAct with Integrity Duties and Responsibilities Responsible for managing and upkeep of the branch Manage a team of 5 PSFs Cross-sell/Upsell FD & other investment products Acquisition target Catchment area mapping Data distributions to PSFs Conduct localized marketing events Required Qualifications and Experience 2-3 years of experience in customer relatio...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Responsibilities: Manage high net worth clients' wealth through investment advice, portfolio management & life insurance sales. Handle ultra HNIs with expertise in private banking & mutual funds. Health insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Maternity leaves Paternity leaves Maternity policy

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...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field.

Responsibilities: - Mutual funds advisory (sales) to HNIs - Prospect for new sales leads and close sales Qualifications: - 2 to 6 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000-39,000 in-hand Location - Sector 3 Noida Travel allowance Health insurance Life insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment