6112 Investment Products Jobs - Page 19

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

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 The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Associate Qualifications: BCom Years of Experience: 1 to 3 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 power of...

About The Role Skill required: Banking Services - Core Banking Designation: Business Advisory Associate Qualifications: BCom Years of Experience: 1 to 3 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 power of...

Hi, 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 reg...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management resp...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services About the Role The City Head - Wealth Specialists is a senior sales leadership role responsible for driving fee revenue generation through mapped Relationship Managers (RMs). This role follows a player-captain model, with 60% individual contribution and 40% team management resp...

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue...

Job Title: Investment Product Specialist Mutual Funds, PMS & AIFs Location: BKC, Mumbai Experience: 410 years Industry: Wealth Management / Investment Products Role Overview We are looking for a high-performing and agile professional to join our Investments Product Team. The role involves deep research across Mutual Funds, PMS, and AIFs, macroeconomic analysis, product development, client communication, and portfolio monitoring. The ideal candidate should be a strong communicator with an analytical mindset and the ability to work in a fast-paced, startup-like environment. Key Responsibilities Research & Analysis Conduct due diligence on Mutual Funds, PMS, and AIFs. Assess fund strategies, pe...

Roles & Responsibilities: Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them. Ensure high-quality service and post-sales support to strengthen customer relationships. Understand client needs and recommend suitable investment, insurance, and financial products. Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams. Maintain client data, track discussions, analyze insights, and generate reports using available tech tools. Manage relationships with internal and external partners effectively. Ensure adherence ...

Skill required: Banking Services - Core Banking Designation: Business Advisory New Associate Qualifications: BCom Years of Experience: 0 to 1 years About Accenture 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 pow...

Dezerv is a house of investing solutions for high net worth and affluent Indians Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor They have led and founded successful wealth management businesses and managed over USD 7 billion in assets The Dezerv team brings together ades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc Our team of experts itor the performance of portfolios and rebalance them if required to ensure long-term success We are backed by que firms like Premji Invest, Accel, Elevation, Matrix, etc Since inception, our clients have trusted us with over 14000+ crs of their assets Why are we building...

Bajaj Capital Ltd is currently hiring for Relationship Manager/Senior RM across the Bangalore location with minimum of 1 Year of experience in Direct Sales. The role Focus on Client Acquisition, HNI Client Handling, Relationship Management , AUM Growth and Portfolio Management The Products Suites Include Mutual Funds, Insurance, Corporate FDs, PMS, AIFs, etc. Its B2C and Direct Channel. Graduation is Mandatory for this Job Role.

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...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

New client acquisition drive for opening new demat & trading accounts Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Cross Selling

Role PMS Sales and Business Development Experience- Fresher About the Company: Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Join us if you like to: Identify prospective HNI and affluent clients for PMS products. Assist senior sales managers in lead generation, client meetings and follow-ups. Explain PMS feat...

Job Role: Investment Counsellor Location: New Delhi, Mumbai, Kolkata, Chennai Experience: 5-7 years in Wealth Management (preferably in IC function) Roles & Responsibilities Act as the bridge between the central product team and on-ground Wealth RMs/Advisors. Regularly engage with local RMs, Advisors, Clients, and Family Offices to enhance awareness and knowledge of investment products. Interact with investment managers and fund managers to stay updated on product performance, strategy, and outlook. Disseminate regular product updates, market insights, and investment strategies to the Wealth RMs/Advisors. Gather constant on-ground feedback and share actionable insights with the central produ...

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

Department: Broking Channel Grade: Depending on experience Roles: Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Will be responsible for primarily selling Equity based investment products. Responsible for generating brokerage primarily through advising clients on their equity portfolio for long-term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and focus on generating new business. To maintain a synergetic relationship with Relationship Managers, by supporting t...

Roles and Responsibilities Manage a team of sales professionals to achieve revenue targets through effective channel management, client meetings, and target planning. Develop and execute strategies for field sales activities, including primary sales, retail sales, B2C sales, direct sales, insurance sales, mutual funds sales, SIPs, ULIPs, GIs & MFs. Identify new business opportunities by analyzing market trends and competitor activity to drive growth in investment products. Collaborate with cross-functional teams to develop innovative solutions that meet customer needs and improve overall performance. Ensure compliance with regulatory requirements while maintaining high levels of professional...

As a Manager/Sr. Manager - Channel Sales at Abans, you will play a crucial role in driving channel sales of investment products through IFAs and MFDs. Your responsibilities include: - Building and maintaining a strong network of IFAs in the assigned geography to provide products and solutions across asset classes. - Demonstrating a clear understanding of markets and products, with a focus on conducting distributor training. - Developing sales strategies to increase sales from new channel partners and enhance wallet share from existing partners. - Providing support to local staff of other channel partners such as banks and wealth management firms. - Cultivating long-term relationships with bo...

Bajaj Capital Ltd is currently hiring for Relationship Manager/Senior RM across the entire Vijayawada location with minimum of 1 Year of experience in Direct Sales. The role Focus on Client Acquisition, HNI Client Handling, Relationship Management , AUM Growth and Portfolio Management The Products Suites Include Mutual Funds, Insurance, Corporate FDs, PMS, AIFs, etc. Its B2C and Direct Channel. Graduation is Mandatory for this Job Role. To apply share your updated CV at Priyanshi.khandelwal@bajajcapital.com

As an Inside Sales Associate at Solar Capital, you will play a crucial role in engaging potential customers and converting leads into subscribers. Your primary responsibilities will include: - Handling inbound leads and generating new leads through calls and messages. - Presenting Solar Capital's unique participation model confidently to potential customers. - Explaining subscription models, Green Credit rewards, and redemption options to interested parties. - Addressing customer queries effectively and building trust through consultative selling. - Maintaining the CRM pipeline and ensuring timely follow-ups to nurture leads. - Working towards achieving and exceeding monthly subscription tar...