6112 Investment Products Jobs - Page 25

Regional Manager HNI Wealth Products: This is a pivotal, customer-facing role, responsible for acquiring, managing, and retaining High Net Worth (HNI) clients, predominantly for wealth management services. The role involves building strong relationships, providing financial advisory services, and ensuring exceptional service standards. The candidate must have experience in selling mainstream (MF, Equity) and alternative (NCDs/Fixed-Income Instruments) products, and managing investment portfolios across multiple asset classes. Key Responsibilities: Client Acquisition & Management Acquire, manage, and grow a portfolio of HNI clients with investments of 25 Lakhs and above individually. Build lo...

Role & responsibilities 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. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License ...

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. Share CV at 9149271539 References are highly appreciated!!

Role Overview: You will be working as a Virtual Relationship Manager at Equirus Wealth Private Limited, responsible for onboarding customers and completing digital KYC requirements. Your main duties include managing and resolving customer queries, contacting customers to inform them about investment products, understanding customer requirements, updating customer information in the database, handling transaction orders accurately, and preserving the company's reputation by addressing grievances effectively. Key Responsibilities: - Onboard and complete digital KYC requirements for all customer segments. - Manage and resolve all customer queries promptly. - Contact customers to inform them abo...

As a Partner Acquisition Executive in the Growth and Sales Department based in Vashi, Mumbai, your primary responsibility will be to identify, acquire, and manage new business partners, sub-brokers, and channel partners in the stock broking industry. Your role involves building strong relationships, achieving acquisition targets, and ensuring seamless onboarding of partners. **Key Responsibilities:** - Identify, source, and acquire new partners, sub-brokers, and channel partners to expand business. - Generate leads through various channels such as cold calling, networking, references, and digital platforms. - Conduct meetings, presentations, and discussions with prospective partners to expla...

Company Description FundsIndia Private Wealth is India's leading investment platform, dedicated to providing seamless financial solutions tailored to investors needs. Leveraging cutting-edge technology, the company offers innovative and personalized advisory services to deliver superior investment experiences. By focusing on an investor-centric approach, FundsIndia Private Wealth ensures financial well-being and growth for individuals across various investor segments. The platform empowers investors with robust digital tools and a commitment to excellence in wealth management. Role Description This is a full-time on-site position based in Chennai for a Wealth Acquisition Manager at FundsIndi...

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS) info.aspiringmantra@gmail.com Call 9318431991

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS),XIII A (SIF) info.aspiringmantra@gmail.com

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...

Equity sales to all clients with special focus on HNI clients . Acquiring new clients & generate revenues from new clients. Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets Required Candidate profile Graduate / Post graduate with knowledge of capital markets NISM Series – VIII (Equity derivatives)/Commodity/Mutual Funds Chennai Location info.aspiringmantra@gmail.com

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for franchisees via hyperlocal engagement activities. Organize events in premium societies and communities targeting HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Boost overall revenue growth for franchisee partners. Assist in AUM accumulation through structured products (StratX), MTF growth, and product penetration. Track and enhance engagement of High-Value Transactions (HVT) and HNIs within the network. 3. Knowledge Transfer & Product Penetration Promote Investment Products and Commodities through educa...

Position:- Relationship manager ( Wealth Management ) Core Responsibilities :- Managing the banking and investments relationship of YES Premia clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES Premia customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product t...

We're Hiring Relationship Manager- HNI Acquisition for Hyderabad & Vizag ( Visakhapatnam )- Key Responsibilities: Acquire and manage HNI clients through proactive engagement and relationship building. Drive sales of investment products, primarily Mutual Funds, while ensuring high customer satisfaction. Conduct portfolio reviews, understand customer needs, and recommend suitable investment solutions. Ensure compliance with regulatory requirements; NISM certification is mandatory. If this aligns with your professional strengths, let's connect Interested professionals can DM for more details or share their resume. Apply Now: gursimar.kaur@lavyaassociates.com 7717204567

As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of ficial markets, investment products, and client relationship management. You will be responsible for delivering customized ficial solutions, driving asset growth, and ensuring exceptional client service. The ideal candidate will be entrepreneurial, self-driven, and passionate about wealth management. As a Relationship Manager - HNI, your core responsibility is to manage and grow a portfolio of High Net-Worth Individuals by offering personalized ficial solutions and delivering exceptiona...

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...

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile

About your role We are seeking a seasoned Senior Manager to spearhead the strategic evolution of our investment offering across retail and institutional channels. Key responsibilities in the role will include leading a team in investment-related strategy discussions and the enhancement of our investment offerings as well as overseeing the preparation of material for committee meetings and stakeholder discussions, and presenting. The role involves driving and supporting the development, management and launch of investment products, as well as leading competitor analysis, monitoring regulatory developments and establishing internal networks to identify strategic opportunities and proposition e...

Skill required: Banking Services - Retail Banking Card Operations Designation: Delivery Operations Senior Analyst Qualifications:Any Graduation Years of Experience:5 to 8 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 em...

Job - To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients • Ensure regular engagement wit...

Identify and prospect clients, build a strong pipeline, sell mutual funds, SIPs, deposits, insurance, and wealth products. Explain features and risks, recommend suitable options, maintain relationships, and provide regular portfolio reviews. Provident fund Health insurance

• Handle HNI client portfolio & retention • Conduct portfolio reviews & financial planning • Recommend mutual funds/wealth products • Manage client queries & deliver superior service • Manage the existing client and onboarding new clients. Required Candidate profile Looking for a candidate with strong experience in selling mutual funds and managing a solid portfolio of HNI/Ultra-HNI clients. Must be available to join immediately or in 30 days max.

Role & responsibilities Partner/Senior Partner - NR Private To be responsible for managing Key Clients NRIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from NRIs and ...

Job Description: Partner/Senior Partner - Private Banking • To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI...

Job Description: To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement ...

Responsibilities: * Manage client relationships for wealth growth * Provide investment advice & solutions * Meet sales targets through relationship building * Promote mutual funds & products