6112 Investment Products Jobs - Page 24

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20L 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.

Hi Greetings, I would like to offer you a job opportunity The position is with Mutual Fund company and they are looking for Specialist - Affluent Client Segment Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients • Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain deep expertise in mutual funds and alternative investment products Present and explain product features, benefits, and associated risks to clients effectively • Dr...

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 : 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment Health insurance Life insurance

Roles and Responsibilities Work closely with Legg Mason for oversight of fund administration Monitor and manage service level quality of third party providers such as the custodian, fund administrator, and transfer agent Perform necessary daily and monthly checks and controls for the mutual funds Provide accounting reports for internal and external clients Coordinate year-end audits with Legg Mason, Auditor, and custodian Attend to daily inquiries from internal or external clients on the mutual funds Manage and execute instructions on trade orders on behalf of WA funds and clients Reconcile cash, futures & options, swaps, net assets, performance, etc. against the custodian, third party admin...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

As a Client Support Specialist in New Delhi, your role will involve assisting new clients through the onboarding process, from account setup to funding and trade placement. You will be responsible for providing accurate and timely information on products and services, troubleshooting client issues, and coordinating with internal teams (Product, Compliance, Operations) to ensure swift resolution. Additionally, you will educate Channel partners/clients about platform features and functionalities, track and analyze common client pain points to provide insights for improving platform experience and service processes, and maintain high client satisfaction scores (CSAT) through proactive communica...

We are seeking Senior Associate Investor Relations (36 years) to drive client acquisition and strengthen investor relationships. The role involves building new connections with HNIs, family offices, and institutions, while ensuring existing clients receive consistent updates, reports, and high-quality service. Key Responsibilities Manage end-to-end client engagement, including handling investor communications and portfolio-related queries, while also driving the full client acquisition cycle by engaging with prospective clients who have shown interest in Qodes services addressing their requirements, communicating the value proposition, and ensuring successful deal closure. Prepare and delive...

Energetic and goal-driven Relationship Managers for our Mumbai office. This role involves on boarding financial distributors,supporting their sales efforts, and maintaining compliance.Apply with your resume,u will get call From HR Required Candidate profile BFSI/insurance sales/channel development preferred (Freshers with strong interpersonal skills are also encouraged to apply)Any Graduate Excellent communication,self-motivated, ethical, team player. Perks and benefits Attractive performance-linked incentives

Job Title: Relationship Manager Wealth Management Seeking a client-focused Relationship 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 unde...

Responsible for client acquisition, revenue generation, investment products. Acquire new customers through converting referral leads. Must have good communication skills, Generating Leads for Financial Product Distributor. Required Candidate profile Provide trainings to Partners, Prepare business development plans Establishing Strong relationships with Partners, IFAs. Responsible for client acquisition, investment products. Achieve targets.

Job Title Sales Trainer - Capital MarketsWe 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 oncapital markets, investment products, market fundamentals, and salesapplication of these concepts Create engaging content such as presentations, playbooks, micro-learningvideos, quizzes and case studies Simplify complex financial concepts for easy understanding of new andexperienced sales professionals ...

Identify and pursue new business opportunities by enrolling new partners (Brokers) Develop and execute business plans to achieve revenue targets Achieve revenue targets through a combination of new business development Revenue Growth Required Candidate profile A Person Having Exp of, B2B Mutual Fund sales, Communication Skill, Interpersonal skill, NISM Series V-A

Hiring skilled Financial Analyst with strong expertise in cryptocurrency, equity markets, ETFs, mutual funds, wealth management, and trade settlements. experience in trading, corporate actions, taxation, and investment advisory,, NISM compliance. Required Candidate profile Job Description: Financial Analyst / Equity & Crypto Trading Specialist Location: , GGN Sec 30 Department: Customer Support (Finance & Investment) Experience: 6 months t mandatory

Your key responsibilities Being a central point of contact liaise with your international clients and colleagues with respect to European VAT and VAT compliance. Fully comprehend the scope of each client engagement to identify what is out of scope and thus a "win" or additional work. Capture all out of scope work to your clients and record on Pipeline spreadsheet or direct it to the Process Owner to do so Organizing and coordinating the client serving team during the resolution of any out of scope activities. Monitoring the quality of the indirect tax data and reports of your clients. Final review and sign-off of indirect tax returns. Follow up on legislative changes and business changes in ...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities . Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product up...

Your key responsibilities Being a central point of contact liaise with your international clients and colleagues with respect to European VAT and VAT compliance. Fully comprehend the scope of each client engagement to identify what is out of scope and thus a "win" or additional work. Capture all out of scope work to your clients and record on Pipeline spreadsheet or direct it to the Process Owner to do so Organizing and coordinating the client serving team during the resolution of any out of scope activities. Monitoring the quality of the indirect tax data and reports of your clients. Final review and sign-off of indirect tax returns. Follow up on legislative changes and business changes in ...

Roles and Responsibilities Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions. Develop and maintain strong relationships with existing HNIs to increase wallet share and cross-sell opportunities. Identify new business prospects through networking, referrals, and market research to expand the client base. Stay up-to-date on industry trends, regulations, and best practices in private banking/wealth management. Desired Candidate Profile 4+ years of experience in Banking/ Wealth Management or related field. Excellent communication skills for effective relationship-building with HNIs. Ability to work independently as well as part of a tea...

Role & responsibilities NOTE: No Sales Involved Act as the primary point of contact for our clients, ensuring seamless service and relationship continuity. Understand client needs and coordinate across financial products, tax planning, and estate planning solutions. Conduct regular portfolio reviews, provide insights, and ensure alignment with client objectives. Manage client documentation, compliance, and reporting requirements with accuracy and confidentiality. Liaise with internal teams to deliver integrated wealth management services. Maintain high standards of client satisfaction through proactive communication and problem resolution. Knowledge in Personal Taxation is added advantage, P...

-Ensure timely communication & updates on key portfolio actions -Understand client goals,risk profiles to provide personalized advice -Regularly review & recommend portfolio rebalancing, new strategies -Collaborate-internal teams to meet client needs

Key Responsibilities Acquire new CASA (Current & Savings Account) customers through field visits, leads, and referrals. Manage and grow relationships with existing CASA clients . Cross-sell banking products such as FD/RD, insurance, loans, and investment products . Conduct customer onboarding, KYC verification, and ensure compliance. Achieve monthly acquisition and revenue targets . Provide excellent customer service and maintain long-term relationships. Interested one pls share resume on [HIDDEN TEXT]

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: Investment Relationship Manager About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator , the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project F...

Good relationship management and service focus to HNI Clients Responsible for gathering asset for investment products such as mutual funds, PMS, Bonds Increase the AUM & Revenue from the mapped book info.aspiringmantra@gmail.com Call 9318431991 Required Candidate profile Graduate/ PG With 4-6 Years Exp in Wealth Management Good knowledge in stock broking Meet with HNI Clients in daily basis for there portfolio Experience in managing HNIs and Ultra HNI Segment

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com