6112 Investment Products Jobs - Page 18

Responsibilities : Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications : 1-7 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000 - 39,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Responsibilities: Make outbound calls to customer 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. Requirements: Experience in outbound or telesales (financial services preferred). Good communication and convincing skills.(must have) One year experience of insurance , mutual funds and other investment or Financial product. Benefits: Fixed salary + attractive incentives kindly share your resume at moni.singh@bajajcapital.com

Achieve growth and sales targets by effectively managing a team of 10-12 sales professionals Design and execute strategic business plans to expand customer base and market presence Recruit, train, coach and monitor team performance Build and maintain strong client relationships by understanding customer needs Drive cross-sell and up-sell of products beyond core equity offerings Track client activity ratios and ensure productivity Prepare and present sales MIS, revenue reports and forecasts to management Identify new market opportunities, emerging trends and competitor activities Implement national sales programs through field-level action plans Number of Reportees 10 to 12 Reporting To Zonal...

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. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Share CV at 9149271539

Role & responsibilities Organization: Motilal Oswal Financial Services Ltd. Function: Private Wealth / HNI & UHNI Advisory Location: Bengluru , Chennai About the Role Motilal Oswal invites seasoned wealth management professionals to join its Private Wealth Advisory team. This leadership role focuses on managing and expanding relationships with HNI/UHNI clients , delivering holistic wealth solutions across investments, estate planning, and advisory services. Key Responsibilities Manage and grow a high-value portfolio of HNI & UHNI clients through long-term relationship building Deliver comprehensive wealth advisory across: Equity & Debt Markets PMS & AIFs Mutual Funds Structured Products Port...

As a Senior Client Partner in Private Wealth at our company, you will play a crucial role in managing and growing high-net-worth client portfolios. Your responsibilities will include: - Acquiring, managing, and growing an AUM portfolio through tailored wealth management solutions for HNW and UHNW clients. - Developing and implementing strategies to enhance client relationships and maximize revenue. - Providing comprehensive financial advisory services such as asset allocation, investment planning, and portfolio management. - Collaborating with internal teams to deliver top-notch solutions. - Ensuring compliance with regulatory and risk management guidelines. - Driving business development th...

Role Overview: You will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them expert financial advice and personalized wealth management solutions. Your role will require a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. Additionally, you will be involved in Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, Financial Analysis, and Wealth Management. Key Responsibilities: - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service ...

Job Description: You will be responsible for managing relationship sales deliverables in the fastest growing sales channel in the financial services industry. Your role will involve fieldwork, sourcing, and nurturing village level Business Correspondents (BC) by building relationships and cross-selling assets, liability products, and investment products. You will act as the bridge between the village, BC, and the bank branch. Additionally, you will be tasked with managing and acquiring additional incremental customers from the particular village cluster for the bank through references and cold calling. Key Responsibilities: - Manage relationship sales deliverables - Conduct fieldwork - Sourc...

Graduate with at least around 2 plus years experience in Financial Sector Flair for Investment/Finance Sector Must have be comfortable with MS Office and Excel Female with Marketing Background and good com preferred Call or WhatsApp @ 9871374307 Required Candidate profile Matured Professional preferably Females with Insurance or B2C experience are most desired At least 2 years Policy exp in Finance Industry Whatsapp @ 9871374307 Candidates from Delhi NCR and Gurugram

Job Description Role: Business Development Executive HNI Sales Location: Bengaluru About Us I Cap Financial Services is a trusted name in the financial domain, offering a wide range of investment solutions including Unlisted Shares, Pre-IPO Opportunities, Equities, Mutual Funds, PMS/AIF, and other financial products. We specialize in building strong relationships with HNI clients and delivering high-value investment opportunities. Role Overview We are seeking a dynamic and driven Business Development Executive to focus on acquiring, managing, and expanding our High Net-Worth Individual (HNI) client base. The ideal candidate should have excellent communication skills, a passion for sales, and...

As a Business Development Associate with Trading knowledge at Ashika Stock Services Ltd., located in Trinity Towers, AJC Bose Road, Kolkata 700020, your role will involve planning, strategizing, and executing Ashikas Campus Ambassador Program (CAP) to enhance brand visibility, onboard CAP interns, generate business, and promote Dhanush across student communities. Your key responsibility will be revenue generation through driving new user acquisition and motivating CAP interns to bring active traders to the platform. Key Responsibilities: - Plan, strategize, and execute the Campus Ambassador Program (CAP) across colleges. - Leverage college networks to onboard high-quality CAP interns and pro...

IFA Channel RM will manage and grow Mutual Fund business via IFAs, drive SIPs & AUM, acquire and engage IFAs, conduct trainings, support operations, promote digital adoption, and achieve sales targets while ensuring compliance.

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

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! Mega Walk In Drive of Relationship Manager / Sr. Relationship Manager -Wealth Job Location s: Delhi NCR Interview Date : 17th-Dec -2025 (Wed) to 19th-Nov-25 (Fri) Interview Timings : 11:00 am - 5:00 pm Interviewer Name : Ms . Eshaa ( HR ) Venue Details :- Muthoot Fincorp Ltd .Innov8 Cp2, Connaught Place 2nd Floor, Property No. 44, Regal Building, Connaught Place, New Delhi - 110001(Near to Rajiv chowk metro station gate no.7) Offered CTC : As per market Standards Minimum Qualifications and Experience: Graduate in any stream. 5 to 8 years experience in BFSI/NBFC sector. B2C and local location experience is must required. Key Responsibil...

To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Graduate / Post Graduate Certification NISM Mandatory Experience: Minimum 2+ Year dealing experience. Must have worked on ODIN software. Required Candidate profile NISM, ODIN, Investment

Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship with the clients. Required Candidate profile Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship.

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

Roles and Responsibility Develop and implement comprehensive investment strategies for clients. Conduct thorough analysis of client financial situations and goals. Provide expert advice on investment products and services. Build and maintain strong relationships with clients and stakeholders. Stay up-to-date with market trends and regulatory changes. Collaborate with internal teams to ensure seamless delivery of services. Job Requirements Proven experience in investment counseling or a related field. Strong knowledge of investment products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and prob...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and maintain strong relationships with Non-Resident Indian (NRI) clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to NRI clients. Provide exceptional customer service and support to NRI clients, addressing their queries and concerns promptly. Stay updated on market trends and regulatory changes affecting NRI investments. Build and maintain a network of contacts within the NRI community to promote our brand and services. Job Req...

Roles and Responsibility Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management. Conduct thorough analysis of client financial data to identify areas of risk and opportunity. Provide expert advice on investment products, such as stocks, bonds, and alternative investments. Build and maintain strong relationships with clients, understanding their financial goals and objectives. Stay up-to-date with market trends and regulatory changes affecting investments. Collaborate with other professionals to ensure seamless delivery of services to clients. Job Requirements Proven experience in investment counseling or a related field, with...

Roles and Responsibility Develop and maintain strong relationships with Non-Resident Indian (NRI) clients to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of products and services to NRI clients. Provide exceptional customer service and support to NRI clients, addressing their queries and concerns promptly. Stay updated on market trends and regulatory changes affecting NRI investments. Build and maintain a network of contacts within the NRI community to promote our brand and services. Job Req...

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 Responsibility Develop and implement comprehensive financial plans for high net worth individuals and businesses. Build and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide expert advice on investment products, wealth management, and other financial services. Collaborate with internal teams to deliver exceptional customer service and support. Stay up-to-date with market trends and regulatory changes to ensure compliance. Job Requirements Proven experience in private banking or a related field with a minimum of 5 years of experience. Strong knowledge of financial products, includi...