6118 Investment Products Jobs - Page 37

As a Senior Relationship Manager in Mumbai for the Retail Banking department of Branch Banking, your role involves providing financial solutions to cater to the needs of NRI customers and ensuring top-notch customer service. You will collaborate closely with product and operations teams to facilitate effective customer acquisition, servicing, and deepening. Your primary responsibility is to manage the relationship with NTB non-resident clients in a designated branch, contributing to the broader branch banking channel objectives. Your key responsibilities will include: - Increasing liabilities size of relationships by boosting balances in accounts of existing NRI customers and enhancing custo...

As a Private Banker/Partner at IDFC FIRST Bank's First Private team in the South region, your role will involve managing and growing a portfolio of high net worth clients. You will provide personalized banking and wealth management solutions to meet clients" financial goals. Your responsibilities will include: - Developing and maintaining relationships with high net worth clients in the South region - Providing customized banking and wealth management solutions tailored to clients" needs - Cross-selling various banking products and services like investment products, insurance, and loans - Acting as a trusted advisor to clients, offering expert financial advice and guidance - Collaborating wi...

Company Description The Kotak Mahindra Group, established in 1985, is one of India's leading financial services conglomerates. It became the first non-banking finance company in India to transform into a full-fledged bank in 2003, with the formation of Kotak Mahindra Bank Limited. The Group offers a diverse range of financial services, including commercial banking, stockbroking, mutual funds, life insurance, and investment banking. With an extensive distribution network across India and international offices in cities like London, New York, Dubai, and Singapore, Kotak Mahindra Bank provides comprehensive financial solutions to individuals and corporate sectors. Role Description This is a ful...

Arihant Capital , one of India's leading financial services and broking companies with 900+ investment centers, is hiring Wealth Managers . As a Wealth Manager, you will build and manage a strong wealth portfolio, develop HNI/NRI relationships, and offer strategic financial advice across investment products. You will drive business growth through AUM expansion, client acquisition, and exceptional relationship management. Key Responsibilities: Build and manage HNI/NRI client relationships Drive AUM growth, revenue, and cross-selling targets Provide investment advisory across asset classes Manage portfolios, generate leads, and deliver high-quality client service Conduct client profiling and o...

Company Description Goodwill Wealth Management Pvt Ltd is a renowned market leader in investment and trading services. Known for excellence and expertise, Goodwill has established itself as a trusted name for addressing diverse investment needs. The company is dedicated to providing innovative financial solutions to help clients achieve their financial goals and build wealth effectively. With a reputation for reliability and success, Goodwill is a preferred partner in the financial domain. Role Description This is a full-time on-site role for a Relationship Manager based in Hyderabad. The Relationship Manager will focus on managing and expanding client relationships by identifying their fina...

ROLES & RESPONSIBILITIES: - Advising Affluent Partners on their clients Investments and asking for more business by cross selling in various products as mentioned above. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit in partners clients. To conduct and assist in organizing seminars, Investment Product events and other business development activities for partners and their clients. To do every day calling to partners and to develop and maintain relationship with them. To generate leads on daily business from partners in regards to Insurance and Investment Product Business. To schedule your interview sen...

ROLES & RESPONSIBILITIES: - 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities . Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth , and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (...

Job Purpose This position is open with Bajaj Finserv ltd.Duties and Responsibilities Mobilise Fixed Deposits through channel partners Independent financial advisors. (IFA) - Empanel New Independent Financial Advisors from HDFC Life & BAGIC empaneled, existing as well as new BANCA Insurance partners - Ensure min. threshold IFA Activation on Fixed Deposit mobilization. - Train empaneled IFAs and sales person on FD product USP, documentation and processes. - Local knowledge of the catchment and competition. 1.Must possess knowledge on Fixed Deposits and other Investment products. 2.Should be preferably possess Channel Sales Background (DSA handling experience) 3.Know the local geographymarket a...

Title - Manager - GPS CIO Team Department- GPS Investment Solutions Team Location- India - Bangalore / Gurgaon Reports To- Head of Investment Solutions Team Level- 5 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 offering...

Title - Assistant Manager Department -GPS Investment Solutions Team Location - India - Gurgaon Reports To - Head of Investment Solutions Team Level - 4 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 Key responsibilities in the role will include supporting 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 also include supporting the development, mana...

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 maintainin...

About The Role : Job Title- Trade and Transaction Operator, AS Location- Jaipur, India Role Description The Team Manager will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate/Applicants would need to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate/Applicants would need to monitor volume inflow and assist in sufficient resource and task allocation in a justifiable manner. Candidate/Applicants would need to ensure that all queries/first level escalations related to routine activities are responded to within the specified time frame. What we’ll o...

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to in...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Chandigarh , Mumbai , Chennai , Hyderabad , Bengaluru , Kolkata , Delhi Keywords investment products,sales,wealth management,relationship management,investment advisory,mutual funds,private banking,finance,cross selling,port...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention Rs.25 Lac through networking, database, market intelligen...

Pvt Client Group Advisor B2B Franchisee Partner Alliance , Equity & Investment Products 1) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. 4) Ensure best services to the Partners (Franchisees, IFAs). 5) Help distributors on joint calls. Location-Mumbai , Chennai , Kolkata , Bengaluru , Hyderabad , Pune , Jaipur , Indore , Kochi , Delhi , Ahemdab...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & enh...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location- Surat , Ahmedabad , Varanasi , Chandigarh , Mumbai , Chennai , Hyderabad , Bengaluru, Kolkata,Delhi 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). P...

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Keywords investment products,sales,wealth management,relationship management,investment advisory,mutual funds,private banking,finance,cross selling,portfolio management,business development,investment banking , shares , hni , portfoli...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

RM(Sales- Equity Advisory Products) Salary: 25K/- to 40K/- per month (+INCENTIVES) Location- Ludhiana (Punjab) Education min graduation 3–7 years of exp in equity sales, investment advisory, or relationship management.

Job Title: Relationship Manager– Investment Products/Equity and Investment Products Salary: 25K to 60K/- per month (+INCENTIVES) location Ludhiana Education min Graduate exp 2–7 years of experience in financial sales or investment advisory