4795 Investment Products Jobs - Page 18

WALK in Drive on 03rd NOV 2025 to 7th NOV 2025 Direct Responsibilities Acquiring new clients with benchmark assets. 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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products. Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service. Stay updated with market trends and competitor activity to identify potential risks and opportunities. Provide exceptional customer service by responding promptly to client queries and resolving issues efficiently. Job Requirements Pr...

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensur...

Acquire and manage clients across retail, HNI, and corporate segments for Wealth, Insurance, CFDs, and Mutual Funds. Support the internal verticals (Loans, Insurance, Mutual Funds, Branch Banking) in cross-selling investment products. Stay updated on market trends, product offerings, and ROI across insurers, AMCs, and NBFC issuers. Conduct product awareness sessions and training for internal stakeholders. Track and maintain product comparisons, performance trackers, and ROI sheets. Manage end-to-end processes: client on-boarding, documentation, renewals, redemption, and service support. Maintain MIS reports and dashboards for business reviews and planning Preferred candidate profile

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

A Client Relationship Executive (CRE) at Finovest Group is responsible for managing and nurturing relationships with clients to ensure their financial needs are met This role involves understanding clients financial goals, providing personalized investment solutions, and delivering exceptional customer service Key responsibilities may include: Developing and maintaining strong relationships with clients Identifying clients financial objectives and recommending appropriate investment products and services Providing regular portfolio reviews and updates to clients Addressing client inquiries and resolving any issues promptly Collaborating with internal teams to ensure seamless service delivery...

As an Emerging Corp Relationship Manager at Citi, you will be a strategic professional with a recognized technical authority in the business. Your role involves building and maintaining relationships with clients, providing innovative solutions, and ensuring compliance with regulatory requirements. Your responsibilities include: - Calling on clients to deepen relationships and anticipate future needs - Introducing solutions to clients and structuring customized solutions - Working closely with Case Manager on client on-boarding and retention - Identifying cross-sell opportunities and maximizing client experience - Driving innovation in client solutions and business development - Networking w...

Role Overview: As a Relationship Manager at ZFunds, you will play a crucial role in building and nurturing client relationships while driving sales of investment products like Mutual Funds and Fixed Deposits. Your responsibilities will include maintaining strong B2B relationships, promoting and selling investment products through consultative sales approaches, managing client portfolios, addressing customer queries, and meeting monthly targets and performance metrics. Additionally, you will be expected to handle High Net Worth Individuals (HNI) clients and keep records updated in the CRM system. Key Responsibilities: - Build and nurture client relationships - Drive sales of investment produc...

As an individual working in this role, your primary responsibility will be to market various investment products to clients based on their specific requirements. This will involve understanding customers" needs and recommending the most suitable products based on their objectives. You will be responsible for meeting with clients, including Corporate, HNIs, and Retail executives in Treasury, Finance & Accounts Division, and introducing them to the SPA ("Corporate Marketing"). Key Responsibilities: - Advising Corporate, HNIs, and Retail clients on Surplus Management - Managing key accounts and enhancing customer base through continuous follow-up - Addressing post-sale service issues and explor...

A Client Relationship Executive (CRE) at Finovest Group is responsible for managing and nurturing relationships with clients to ensure their financial needs are met This role involves understanding clients financial goals, providing personalized investment solutions, and delivering exceptional customer service Key responsibilities may include: Developing and maintaining strong relationships with clients Identifying clients financial objectives and recommending appropriate investment products and services Providing regular portfolio reviews and updates to clients Addressing client inquiries and resolving any issues promptly Collaborating with internal teams to ensure seamless service delivery...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Greetings from Kindle HR!! For this role, a basic understanding of stock broking, investment advisory or wealth management necessary Please find the JD below: Role Overview : As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitme...

Provide strong leadership and guidance to the team of Relationship Managers on their KRAs Set clear performance goals and targets, and monitor individual and team progress. Conduct regular team meetings to communicate updates, strategies, and performance expectations. Develop and implement sales strategies to generate new business and achieve revenue targets. Drive the acquisition of new clients by promoting our service and highlighting the benefits. Identify opportunities for cross-selling third-party products and services to clients. Collaborate with product teams and vendors to understand product offerings and develop effective cross-selling strategies. Proven experience as a team leader ...

Job Title; Sales Team Lead Experience; 4-5 years Job Location: Gurgaon Immediate Joiner Mon - Sat working Education Qualification: Graduate and above Kindly share your resume at [HIDDEN TEXT] Role & Responsibility: Train & motivate all the Financial Counsellor and guide him to achieve all the business number for the month. Along with that you have to achieve your own target with complete ownership of Sales, Operations and allied functions with Financial Planning for Clients. This position holder will be responsible for managing key relation- ships and ensures business development across all distribution segments and manage Corporate & SMEs atbranch locations of the Cluster. Will play a strat...

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

Role & responsibilities 1) Candidate are responsible to sell all kind of investment products like (Mutual funds, LI, GI, Corporate FDs, PMS, AIF Products) direct to Retail and HNI customers. 2) Candidate are responsible to find and bring new customers through direct sales. 3) Build and maintain good relationships with clients. Preferred candidate profile 1) Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward 2) Good communication and people skills 3) Confident in sales and negotiation 4) Customer-focused attitude 5) ...

Bajaj Capital Ltd is looking for a dynamic and proactive Relationship Manager ANG Channel to manage and grow our insurance business through a network of insurance agents and POS (Point of Sale) advisors. The ideal candidate will be responsible for building strong agent relationships, driving business development, ensuring compliance, and helping agents meet their sales targets. Roles and Responsibilities 1) POS Management : * Maintain and strengthen relationships with existing agent/ POS advisors to drive consistent business performance. 2) Business Development : Support agents/POS in identifying customer needs and closing insurance sales (Life, Health, and General Insurance products) and al...

The Senior Relationship Manager (SRM) is responsible for managing high-value clients (premium/elite members) and ensuring successful matchmaking outcomes through personalized relationship management, customer engagement, and consultative selling. Key Responsibilities Handle a portfolio of high-net-worth or premium clients to assist in their partner search journey. Understand client preferences, expectations, and background to offer tailored match recommendations. Build long-term trusted relationships through regular follow-ups, meetings, and counseling sessions. Achieve monthly/quarterly conversion and retention targets. Work closely with internal matchmaking and service delivery teams for e...

Position Relationship Manager - Global Indian Banking Business Unit Branch Banking Sub Unit Branch Global Indian Banking Reporting to Branch Business Leader (BBL) Responsibilities Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base Candidate should have a clear focus on large value to grow the GIB book size for the branch Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business He should have cross sell skills for sale of third party prod...

Bajaj Capital Ltd is currently hiring for / . 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. To apply share your updated CV at moni.singh@bajajcapital.com

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Job Title: Investment Product Sales Corporate & Institutional (Fixed Income / Treasury Sales) Location: Delhi, India Experience: 4 – 15 Years Employment Type: Full-Time | Individual Contributor Role About the Role: We are looking for a dynamic and well-connected professional to drive sales of investment products to corporates and institutional investors . The ideal candidate will have strong relationships with Corporate Treasuries, PF Trusts, Pension Funds, Family Offices, and other Institutional Investors , and a proven track record in mobilizing investments in approved securities and fixed-income products . This is an individual contributor role , best suited for a self-starter who thrives...