6118 Investment Products Jobs - Page 50

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

• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills

• Strong understanding of wealth management and Investment products. • Prior experience of handling/managing team and getting their targets achieved for Investment Products. • Knowledge of Capital Markets and Third-party investment products like Mutual Funds, Bonds, PMS, Structured products etc. • Presentation Skills

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 Graduatio...

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 Graduatio...

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 Graduatio...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

Job Title: Investment Counsellor Location: Mumbai - Prabhadevi Salary: Up to 14 LPA (Depending on experience and interview performance) Job Overview: We are seeking an experienced and client-focused Investment Counsellor to join in Mumbai - Prabhadevi . The ideal candidate will have in-depth knowledge of wealth management and investment products such as PMS (Portfolio Management Services), AIF (Alternative Investment Funds) , and other financial instruments. This role involves offering tailored investment solutions, building strong client relationships, and driving business growth (Client Acquisition). Key Responsibilities: Provide personalized investment counselling to clients based on thei...

Role & responsibilities: • Achieve revenue targets • Acquire new accounts per annum with a minimum margin per account. • Actively prospect and engage in client acquisition efforts to grow the business. • Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. • Perform regular portfolio reviews to ensure client investment objectives are met. • Attend team meetings and contribute to the team's success by sharing experiences and client feedback. • Maintain a high-level of product knowledge and stay informed with industry trends and changes. • Sell and distribute products such as Mutual funds, Portfolio management services, Altern...

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and ana...

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and ana...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfolios Sales incentives

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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

Responsibilities Direct Responsibilities • Responsible for gathering assets for investment productssuch as mutual funds, PMS Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. • Create an incremental SIP Book

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 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 in...

About The Role 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 invest...

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

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Quality Auditing 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 investm...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Quality Auditing Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 investmen...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Business Advisory Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 investme...

About The Role 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 invest...

About The Role Skill required: Banking Services - Retail Banking Card Operations Designation: Delivery Operations Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 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 invest...