83 Investment Sales Jobs - Page 2

Job description a) Recruiting New Financial Advisor. b) Responsible for clearing the exam IC33. c) Making new license for the company. d) Providing product knowledge. e) Responsible for training to Advisor. f) Train, motivate & mentor the sales team.

Leading Financial services and advisory firm requires Mgr /Sr Manager ( Investment and wealth sales)- - Mumbai/Thane/ Navi mumbai PFB the JD and details- Role Overview- This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participatin...

As a Marketing Executive at United Overseas Bank Limited (UOB), your role involves marketing and promoting a wide range of banking products and services, such as Unit Trust, Insurance, and Deposits to both existing and potential customers. You will engage in cross-selling other banking products based on customer needs and focus on managing and developing long-term relationships with customers while providing after-sales services. It is crucial to adhere to company policies, regulatory risk, and compliance standards. Upon joining, you will be required to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC. Your qualifications should include having obtained a Diploma or B...

As a Marketing Executive at United Overseas Bank Limited (UOB), you will be responsible for promoting a diverse range of banking products and services, such as Unit Trust, Insurance, and Deposits, to both existing and potential customers. Your role will involve engaging in cross-selling activities to cater to customer needs, managing and nurturing long-term relationships with clients, and providing after-sales services. It is crucial to adhere to the company's policies, regulatory risk, and compliance standards to ensure ethical and sustainable business practices. To excel in this role, you will be expected to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC upon joi...

You will be responsible for providing investment underwriting, financial analysis, and transactional due diligence support for potential real estate investment opportunities, including acquisitions, dispositions, and development. Additionally, you will contribute to the preparation of presentations for the Investment Committee. Your key duties and responsibilities will include running a comprehensive investment underwriting process, creating detailed financial models using Excel and Argus, making market assumptions, and conducting analyses to support investment opportunities. You will also assist in preparing investment presentations for the Investment Committee, conducting ad-hoc analysis a...

As a Senior Business Development Manager in Real Estate at Rana Infracon India Pvt. Ltd., you will play a pivotal role in leading the investor acquisition and expansion initiatives. We are seeking an individual who is dynamic, self-driven, and well-connected in the market. If you possess a robust network of High Net-Worth Individuals (HNIs) and Channel Partners (CPs), coupled with a keen eye for real estate investments, this role presents a significant opportunity for your career advancement. Your responsibilities will include sourcing, engaging, and onboarding investors such as HNIs, CPs, and channel partners. You will drive business growth through strategic alliances and investment sales, ...

As an AIF Sales Associate at Whitespace Alpha, you will be part of a dynamic team in GIFT City, Gujarat, where you will have the opportunity to showcase your passion for financial markets and sales skills. Whitespace Alpha is a prominent hedge fund in India known for its cutting-edge strategies that consistently deliver superior returns by leveraging deep market insights, advanced quantitative techniques, and innovative investment approaches. Your key responsibilities will include developing and executing sales strategies to drive investments in our Category III AIF, building and maintaining relationships with HNI clients, family offices, and institutional investors, collaborating with inter...

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

- Bank Assurance Channel / Life Insurance - Need to get business from mapped bank branches in open architect model - Handing the partner bank staff and drive business to achieve the target - Build good relationship with channel partner and customer Required Candidate profile - 6 months experience in insurance Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure / leading team Perks and benefits Monthly travel allowance and incentives

- Branch Sales Channel / Life Insurance - Existing customer base will be provided - Need to get business from existing customer base / also generate leads from them - Provide services & build good relationship with customer - Target achievement Required Candidate profile - 6 months experience in Life Insurance products Sales - Good communication & relationship skills - Excellent knowledge of financial investment products - Ready to travel / target pressure Perks and benefits Monthly travel allowance and incentives

You will be joining Lucretius Club, a prestigious network exclusive to accredited investors in India eligible under SEBI CAT 1 or CAT 2. As an Investment Sales professional based in Bengaluru, your primary role will involve identifying and pursuing investment opportunities, establishing and nurturing client relationships, offering financial advisory services, and implementing effective sales strategies. Your daily responsibilities will include managing a client portfolio, conducting market analysis, and proposing investment solutions tailored to meet client requirements. Collaboration with the internal team is essential to ensure client satisfaction and meet sales targets. To excel in this r...

As an Investment Advisor - Fixed-Income (Bonds) at Finzace, you will play a crucial role in making fixed-income investments secured, easier, and accessible for individuals. Your primary responsibility will be to communicate effectively with potential investors, understand their investment needs, and assist them in selecting the appropriate fixed-income products such as bonds and FDs. By converting leads into successful investments, you will drive sales for the company and contribute to its growth. In this role, you will be expected to proactively reach out to potential investors through outbound calls, educate them about fixed-income products, and guide them towards making informed investmen...

Cultivate and manage investment relationships with clients Serve as the primary advisor, building trust and offering tailored guidance Enhance client connections through personalized investment solutions Expand client base by leveraging market insights and active engagement Drive product sales to suit client needs Provide timely market updates and expert insights Keep clients informed on investments and performance Utilize existing networks and channels to attract new clients Identify opportunities from evolving client and market landscapes Enhance client satisfaction through effective relationship management Required Skills: Deep knowledge of Markets and Products Proficiency in various asse...

Meet clients to understand their financial goals and risk tolerance Recommend suitable investment products based on client objectives Establish, grow, and oversee investment relationships Act as the primary client contact and trusted investment advisor Provide timely market updates and house views to clients Drive sales by offering tailored solutions to client portfolios Enhance client experience through strong relationship management. Key Skills Required: In-depth understanding of Markets and Products Proficiency in various asset classes Experience in offering investment advice and solutions Excellent interpersonal and communication skills Strong analytical abilities Digital proficiency.

Direct service to sales to the existing customer through relationship building. Act as a single point of contract for the customers for any customer query/complaint. Identify financial goals of the customers and provide financial planning. Ensure retention of customers. Fix self appointments everyday from given customer databaseas per campaign. Requirementa: Minimum graduation. 6 months to 1 year of experience in sales of inurance/mutual fund/investment/loan/casa. Candidate should have his/her own vehicle. (vehicle is mandatory) Age upto 26 years Fresher with strong interest in sales of insurance are considered. Interested Candidates can share their updated cv on 7990177651 (whatsapp only) o...

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)

Dear Candidates, We are looking for Regional Advisory Manager for our Franchisee Business Servicing Department/Business Partner Group . Please find below job responsibility for your reference: Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Candidates with relevant experience from same industry alone will be considered for interview.

About the Role: Identify, evaluate, and execute investment sales transactions in the retail real estate sector. Build and maintain strong relationships with institutional investors, developers, landlords, and high-net-worth clients. Source and close transactions for leased high street retail properties and standalone assets. Independently manage the full transaction cycle, including site inspections, due diligence coordination, negotiations, and closure. Analyse and present investment opportunities using detailed financial models, market assessments, and asset valuations. Demonstrate strong expertise in Lease Rental Discounting (LRD) structures, financial workings, and assets under managemen...

Job Title: Manager Sales Alternatives (PMS and AIF) Location: Mumbai Department: Sales & Distribution Who Are We At Goalstox , we are on a mission to make smart investing simpler, more goal-oriented, and accessible for every Indian. Mutual funds, PMS, AIFsthese are not just investments to us, but powerful levers to help our clients build real wealth. We&aposre now expanding our Alternatives business (PMS & AIFs) and looking for driven professionals who can take this story forwardthrough Indias vibrant third-party distribution ecosystem. Role Overview We are hiring a Manager Sales Alternatives (PMS and AIF) to lead and scale our PMS/AIF distribution via third-party channels across India. This...

As a Sales Manager specializing in HNI/UHNI Investor Relations at Solar Capital, you play a pivotal role in democratizing access to solar energy investments. Solar Capital is dedicated to empowering High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) to own high-yield solar assets, thereby creating a new asset class that combines clean energy with robust returns for impact-driven wealth creation. Your primary responsibility revolves around engaging with high-value investors and showcasing the long-term returns, tax advantages, and climate impact associated with our solar asset opportunities. By leveraging your deep connections within the HNI/UHNI network, you will id...

Job Title Investment Sales Retail Assets (Manager/Sr. Manager/AVP/Associate Director or Sr. Associate Director About The Role: Identify, evaluate, and execute investment sales transactions in the retail real estate sector. Build and maintain strong relationships with institutional investors, developers, landlords, and high net worth clients. Source and close transactions for leased high street retail, and standalone assets. Independently manage the end-to-end transaction cycle including site inspections, due diligence coordination, negotiations, and closure. Analyse and present investment opportunities with detailed financial models, market assessments, and asset valuations. Demonstrate stro...

Bulk Hiring for Sales Associate (Real Estate) > Salary upto 60k + incentives > 6 Days a week Experience in Real estate sales required ( Dubai / Goa / Gurgaon) Call or Text HR Abhishek: 9211266657 HR Mehak: 9650005227 HR Deepali : 9650092537

Role & responsibilities Responsible for Business Development and the Portfolio Management for the Investment Business for the assigned region. Drive and Implement Sales strategy for the Business to deliver Net Income in compliance with organization's goals. Responsible for managing growth and profitability of the channel. Responsible for building capabilities to sell multiple products per customer. Conduct regular and detailed business reviews with team, to ensure business strategies are executed and Budgeted Numbers are achieved. Explore and identify new sourcing avenues and channels to increase penetration and Building a positive investment book. Drive passion to build winning teams. Ensur...

Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,, Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...