6112 Investment Products Jobs - Page 26

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai ,Kolkata , Chennai Week off - Sunday

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitab...

Role Overview: As a Branch Coordinator at our company, you will play a crucial role in coordinating with the Head Office and various branch offices to ensure the smooth execution, promotion, and growth of investment products. Your responsibilities will include visiting branches, supporting the sales and operations teams, monitoring business performance, and driving business growth targets in line with company objectives. Key Responsibilities: - Coordinate between Head Office and Branch teams for investment product strategies, updates, and execution plans. - Visit branches across different locations to review investment product performance, train branch staff, and strengthen business processe...

As a Model Developer - Assistant Vice President at HSBC, your role will involve supporting the management of core business activities across Models. This includes responsibilities such as developing and maintaining credit models, optimizing Expected Credit Losses and Risk Weighted Assets, and working across Wealth Premier Support to effectively manage model risks. You will also engage with stakeholders globally to ensure compliance with model regulations and develop and review models according to feedback or requirements from stakeholders. To be successful in this role, you should have a graduate degree or equivalent advanced degree, along with 7-15 years of experience in the credit risk dom...

JOB POSTING FINANCIAL ADVISOR (India-Based, Ireland/UK Accredited Qualification) Money Maximising Advisors | Ireland Position Overview Money Maximising Advisors is seeking a skilled and professionally accredited Financial Advisor based in India, who holds or is currently pursuing a recognised financial qualification such as QFA (Qualified Financial Adviser Ireland), APA (Accredited Product Adviser Ireland), DipFA, CeMAP, or equivalent UK/Ireland financial certification . The ideal candidate will provide high-quality financial guidance to clients, focusing on mortgages, pensions, investments, and protection planning within the Irish and UK financial advisory frameworks. This role requires str...

Position: Branch Manager Experience: 8–10 years Industry: Broking / Stock Market / Financial Services Certification: NISM preferred Location: Kolkata First Round: Online with Noida Corporate Office Final Round: Face-to-face at Kolkata Branch

Hiring for SENIOR RELATIONSHIP MANGER-MMG in a leading Bank. Department : Corporate/Commercial Banking Location -Ahmedabad / Mumbai Reports to : Regional Head / MMG Head Grade - SM /AVP /DVP Experience -5 plus in Large Corporates Job Description : Manage and deepen relationships with large corporate clients (turnover > ?1000 Cr). Source and structure complex credit solutions term loans, working capital, and trade finance. Lead credit analysis, proposal preparation, and coordinate with credit/risk teams. Drive revenue through cross-selling of treasury, forex, CMS, and investment products. Ensure portfolio health, timely renewals, and compliance with internal and regulatory norms.

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 change to crea...

Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? We help clients address quality and productivity issues, keep pace with customer expectations, navigate regulatory and operational pressures and ensure business sustainability by transforming their banking operations into an agile, resilient operating model.Banking services refer to the various financial services provided by banks to their customers. It includes account opening, kyc, managing accounts, processing transactions, offering loans and credit cards and mortgages, providing investment products, ...

Key Responsibilities: Client Acquisition & Business Development: Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs. Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products. Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs. Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence. Manage the sales process for...

Job Description Sr. Relationship Manager - Wealth REPORTS TO (SOLID & MATRIX): Business Unit: Tata Capital Limited Department: Wealth Sub Function: Sales Number of Positions: Single / Multiple Position Type: Full Time Job Purpose Direct Reports (Position Title) Resources The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, ...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at varadarajan.dittakavi@bajajcapital.com

Role Description: As a Senior Investment ops Manager 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 maintaining in...

Job Title: Investment Specialist Location: Bangalore Department:- TPD ROLE SUMMARY The role holder is responsible for managing / responsible for driving investment penetration among High Net Worth Individual (HNI) clients by promoting wealth products and advisory solutions. The role focuses on enhancing client portfolios through structured offerings, ensuring compliance, and building strong relationships with Relationship Managers (RMs) to achieve business objectives. KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model o...

Responsibilities: * Manage HNIs' portfolios & wealth through mutual funds, PMS & investment products * Acquire new clients with high net worth potential * Handle client relationships with discretion & expertise Office cab/shuttle Health insurance Provident fund Annual bonus

Responsibilities Provide investment advice on mutual funds to HNI clients Manage client portfolios through PMS & wealth management services Handle client relationships with expertise in HNI sales & acquisition. Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training

Position:- Relationship manager ( Wealth Management ) Female candidates only who have career Gap more than 6 Month required. Core Responsibilities :- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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....

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 maintaining...

Wealth Manager role to acquire and manage HNI/UHNI investors, advise on property investments, grow portfolios, drive revenue, ensure compliance, and deliver high-quality client service. Strong real estate, sales, and relationship skills required.

Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview: As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design in...

Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing In...

Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , enhancing and upgrading the Client Net worth relationships Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing In...

About your team The Global Platform Solutions (GPS) Investment Solutions Team is responsible for the research, design, development and management of investment products solutions used by our retail and institutional customers. About your role We are seeking an experienced Manager to support and lead the strategic evolution of our investment offering across retail and institutional channels. Key responsibilities in the role will include leading investment-related strategy discussions and the enhancement of our investment offerings as well as preparing material for, and presenting at committee meetings and stakeholder discussions. The role will includes driving and supporting the development, ...

As a Senior Portfolio Counsellor at EWPL, you will play a crucial role in managing Investment Portfolios of HNI Families. Your responsibilities will include: - Assisting Relationship Managers in managing Investment Portfolios of HNI Families. - Achieving desired investment returns for clients by creating & implementing investment strategies. - Conducting market research and analysis to select appropriate investment vehicles. - Monitoring portfolio performance and making necessary adjustments to align with client's goals & risk tolerance. - Developing and implementing a comprehensive risk management plan to mitigate potential risks to client portfolios. - Maintaining high levels of client sat...

As a member of the Market Risk team at Infosys Limited, your role will involve expanding the team's presence in India to support activities in data management, risk operations, product, and research. Your expertise in working with real-world data and conducting statistical analyses will be crucial for the team's success. We are seeking individuals who are motivated self-starters, team players, eager collaborators, continuous learners, and committed to going the extra mile for our internal and external clients. Key Responsibilities: - Possess at least 3-8 years of experience in market risk measurement within an investment bank or financial institution, with previous exposure to VaR or Credit ...