6112 Investment Products Jobs - Page 21

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Delivery Lead Manager Qualifications: Any Graduation/Post Graduate in any discipline Years of Experience: 13 to 18 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 cl...

We are looking for a dynamic and client-focused Relationship Manager to join our mutual fund distribution team. The role involves building long-term relationships with investors, understanding their financial goals, and guiding them toward suitable mutual fund products. The Relationship Manager will act as a trusted advisor, ensuring client satisfaction and portfolio growth. Key Responsibilities Develop and maintain strong relationships with existing and prospective clients. Understand client financial needs, risk appetite, and investment objectives. Recommend suitable mutual fund schemes aligned with client goals. Assist clients with account opening, KYC, and investment transactions. Provid...

1) 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. 2) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 3) Create an incremental SIP Book 4) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 5) Ensure all clients are met on a regular basis. 6) Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are...

Role Description :As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities : Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaini...

Position : Wealth Manager Job description: Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP and business associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel. Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and u...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Details Details CallsFinancial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financ...

Financial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financial products to exist...

Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as ...

As a Direct Sales Executive, your role involves acquiring quality NRI clients through networking, database, and market intelligence. You are expected to have a strong base of NRI clients and possess knowledge of local market trends. Your responsibilities include acquiring NRI clients, cross-selling available products, and managing bank AUM of NRI clients from the banking and broking industries. Key Responsibilities: - Acquire quality NRI clients through networking, database, and market intelligence - Maintain a maximum number of own NRI client relationships - Cross-sell other available products to NRI clients - Manage bank AUM of NRI clients with experience in banking and broking industries ...

Hi, We have an excellent Opening in Leading Bank for the following role. (Exclusively for women candidates) HNI Relationship Manager (Products CASA , Mutual Fund, FD & Insurance TPP) NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Across Hyderabad Responsibilities for Relationship Manager •Primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales t...

As a Playing Captain in Private Wealth Management at an established financial institution, you will have a unique opportunity to showcase your experience and entrepreneurial skills. You will be responsible for managing a portfolio of HNW/UHNW clients, delivering customized investment, estate planning, and wealth structuring solutions with your team. Additionally, you will lead and mentor a team of private bankers/relationship managers, ensuring high performance and client satisfaction. Collaboration with product, research, and investment teams will be essential to provide comprehensive wealth management solutions. You will also play a key role in identifying market opportunities and supporti...

Own MF product roadmap Improve user journeys & flows Work with research, tech, design Analyse data to boost engagement Ensure compliance & smooth MF execution Drive feature adoption Track KPIs & optimise performance

Job Requirements Job Description: Private Banker - First Private - South Company Name: IDFC FIRST Bank Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location:- South IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South region. As a Private Banker/Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions. Key Responsibilities Develop and maintain relationships with high net worth clients in the South region Understand clients f...

-Provide customized financial solutions and investment advisory to HNI/UHNI clients. -Achieve targets related to client acquisition, AUM growth, and revenue generation -maj. product: Mutual Funds, PMS, AIF, Equity, Bonds, Direct Equity, LI, etc

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...

Position: Relationship Manager Mode: Online Digital Sales Product: ULIP Plans (Mutual FundLinked Products) Job Description: We are seeking a dynamic and skilled Relationship Manager to join our Online Digital Sales team. The ideal candidate will have strong experience in selling life insurance and investment products through digital platforms. You will be responsible for engaging with customers, understanding their financial needs, and recommending suitable ULIP plans. Key Responsibilities: Drive online sales of ULIP and other investment-linked products. Engage with customers via calls, emails, and digital channels to understand requirements. Provide expert guidance on financial products inc...

Job description Role Overview: We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role demands strong leadership, business development skills, and the ability to provide high-net-worth clients with customized financial solutions. Key Responsibilities: Client Advisory & Relationship Management: Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning s...

Private Bank, SA - AVP Position Overview Job Title: Private Bank, SA - AVP Location: Mumbai, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitaliza...

Private Bank, SA - AVP Position Overview Job Title: Private Bank, SA - AVP Location: Mumbai, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitaliza...

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

Graduate with at least around 4-5 years experience Flair for Investment/Finance shall be preferred Must have be comfortable with MS Office and Excel Female with Marketing Background and good communication preferred Call or WhatsApp @ 9871374307 Required Candidate profile Matured Professionals from any background looking for stable lifetime Income in Pat-Time engagement may apply Candidates with Marketing/sales background from Delhi NCR desired but not mandatory

Role Overview: Taking an active part in the initial setup of any new funds take-on and liaising with independent tax specialists, lawyers, and notaries as part of the set up process. Taking care of the day-to-day operations of the funds and following up with third parties, including investors and fund managers. Handling the fund accounts and preparation of periodic reports and regulatory reports for the fund entities. Preparing the funds periodic Net Asset Value calculation and year-end financial statements, management of the audit, and reviewing other fund related reports. Reviewing tax returns and tax balances and maintaining relevant contacts with the tax authorities. Accurately record al...

Role Overview: As a Senior Associate responsible for Fund Administration related tasks in Treasury Services, you will be involved in Expense Administration including Budgets and Invoice preparation, Expense Analysis, New Fund/Client Onboarding, Distributions, Performance, and Regulatory/Board Reporting. Your main responsibilities include preparing and reviewing staff level work, demonstrating technical expertise, ensuring accurate and timely completion of deliverables, resolving operational issues, complying with procedures, mentoring new joiners, and coordinating activities between multiple departments within the company. Key Responsibilities: - Prepare and review staff level work, ensuring...

Role Overview: As a Global Analytics Risk Operations Analyst based in Pune, you will play a crucial role in supporting the Global Risk liquidity and risk reporting at AB. Your responsibilities will include overseeing day-to-day activities such as ensuring timely delivery of analytics reports, reviewing data for accuracy, contributing to process improvements, managing data operations, and collaborating with cross-functional teams. This challenging position will provide you with the opportunity to learn advanced business and technical skills in the financial industry while being part of a widely diversified and knowledgeable team. Key Responsibilities: - Ensure timely delivery of standard and ...