6118 Investment Products Jobs - Page 49

Role & responsibilities Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products. Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context. Key Skills & Experience: 1 . Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2 . DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving issu...

We have openings in credit life chanmel ( banca ,) icici Prudential life insurance Ctc max 3.75+30 k reminsument Age Max -30 We require experience in any sales , bike mantaroty Graduation required Orange .chd.nidhi@gmail.com 7018514644

Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business for AMC funds.

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and new schemes Assist clients with investment applications & documentation W...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Acc...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM 8 & 5A certifications IRDA Min 4+ Years of experience in Equity Dealing is Mandatory. Regards, Prashant Ghusale Hr-HDFC Securities ltd 9890442104

• Geojit Financial Services Ltd. Job Title : Financial Consultant This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post- holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: As a Financial Consultant with Geojit Financial Servi...

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...

We’re hiring candidates with a finance background and telesales experience to pitch investment services to potential clients. Company will provide the leads/data — you just need to connect, explain, and convert. Send Resume-Shaheen Shaikh-8080872775

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Functional Designation: Sales Role & responsibilities Acquire new clients through cold calls, referrals, and appointments. Promote financial products: Mutual Funds, SIPs, Insurance, PMS, Bonds. Educate clients on company services, market trends, and investment opportunities. Cross-sell products to existing clients to maximize portfolio growth. Maintain and enhance Assets Under Management (AUM) of the branch. Provide after-sales service, follow-ups, and ensure client retention. Assist team members in closing leads and filling investment forms. Organize investment seminars and branch promotional activities. Prep...

Job Title: Financial Consultant / Wealth Advisor FC / SR. FC / AM Sales / MA Sales Financial Sales Consultant | Immediate Joiners | Across Kerala We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and n...

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handholding of clients during initial phases Handle sales promotion activities from time to time . Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives. Requirements: Experienced Any Graduate/Postgraduate with 1 -4 years work experience in Sales, preferably from broking industry or any other financial industry.

Responsibilities: Opening Demat account, CASA Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives.

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Private Wealth Manager !! Broking Companies Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Preferred candidate profile Educational Qualifications : Graduation Post Graduation in any discipline Experienc...

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation Post Graduation in...

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...

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives

Responsibilities: Opening Demat account Responsible for Brokerage and Revenue generation Handle sales promotion activities from time to time . various investment products like equity, MFs, LAS, SIP, derivatives