9 Investment Solutions Jobs

As a Manager in the Portfolio Management Services department located in Jaipur, you will play a crucial role in acquiring new clients and effectively managing their portfolios to provide them with superior investment solutions and services. Your primary goal will be to facilitate easy wealth creation for clients by offering comprehensive financial planning solutions. Key Responsibilities: - Acquire new clients and enhance engagement with existing clients through tailored financial planning solutions. - Regularly communicate with clients to share relevant information, research insights, and organizational materials. - Conduct thorough reviews of existing client portfolios, diversify them when necessary, and provide guidance accordingly. - Perform quarterly and annual reviews and analysis of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborate with the product and research team to make informed investment decisions for clients. - Advise clients on various investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. Qualifications and Requirements: - MBA qualification - Excellent verbal and written communication skills - Minimum of 3 years of prior experience in the financial services sector, with preference given to those familiar with Capital Markets, Mutual Funds, or Financial Institutions. This position is available in both Jaipur and Mumbai, offering you the opportunity to make a significant impact in the field of portfolio management and wealth creation.,

Provide outstanding client experiences Organised, follow-up leads, complete and record appointments, close customer requests Support our clients to meet their financial needs, as they progress through their career and life-stages Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions Keep abreast of market trends, new product offerings and the latest campaigns Skills and Experience Banking knowledge and sales experience Excellent communication, interpersonal and relationship building skills Ability to learn new products and services quickly Market awareness and benchmarking Management information Work in a flexible and agile way Courageous, creative, responsive, and trustworthy Thrives in an international environment Enjoys being in a team, engaging with co-workers Motivated self-starter, identifying opportunities Maintains a high standard of personal conduct and lives our valued behaviours

As a Salesperson at angel broking - sub broker, an investment banking company based in Delhi, India, your primary responsibility will be to generate leads, understand client needs, and provide suitable financial products and investment solutions. You will be based in Hoshangabad and perform daily tasks such as meeting clients, delivering sales presentations, maintaining client relationships, and achieving sales targets. Collaboration with team members is essential to ensure client satisfaction and company growth. To excel in this role, you must possess strong sales and negotiation skills along with excellent communication and interpersonal abilities. A solid understanding of financial products and investment solutions is crucial. Experience in the investment banking or financial services sector would be advantageous. Being self-motivated and results-oriented is key to success in this position. A Bachelors degree in Finance, Business Administration, or a related field will be beneficial as you navigate through the dynamic world of investment banking. If you are passionate about sales, client relationships, and contributing to the growth of a reputable company, we encourage you to apply for this exciting opportunity at angel broking - sub broker.,

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, you will play a crucial role in managing and expanding the First Wealth portfolio. Your primary responsibilities will include developing and nurturing relationships with both existing and potential First Wealth clients, understanding their financial needs and goals, and offering them appropriate investment solutions. Your success will be measured by achieving sales targets, contributing to the growth of the First Wealth portfolio, conducting regular portfolio reviews, and keeping clients informed about their investments. Collaboration with other teams within the bank to cross-sell products and services, staying updated on market trends to provide timely investment advice, and ensuring compliance with all regulatory and internal policies and procedures are also key aspects of this role. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, and have a minimum of 2 years of experience in retail banking, wealth management, or sales. A strong understanding of investment products and financial markets, excellent communication and interpersonal skills, a proven track record of meeting sales targets, the ability to work both independently and as part of a team, and knowledge of the local market and customer preferences in Delhi are preferred. IDFC FIRST Bank offers a competitive salary and benefits package, along with opportunities for career growth and development within the organization. If you are a self-motivated individual with a passion for sales and wealth management, we invite you to apply for this exciting opportunity and be a part of our team at IDFC FIRST Bank.,

As a Manager in the Portfolio Management Services department, you will play a crucial role in acquiring new clients and managing their portfolios to offer them superior investment solutions and services for seamless wealth creation. Your responsibilities will include: - Acquiring new clients and enhancing the engagement of existing clients by delivering comprehensive financial planning solutions. - Regularly communicating with clients to provide them with organization-related information, research updates, and relevant materials. - Reviewing and diversifying existing client portfolios periodically while offering guidance as needed. - Conducting quarterly and annual reviews and analyses of clients" investment portfolios to ensure alignment with their expectations and risk profiles. - Collaborating with the product and research teams to make investment decisions on behalf of clients. - Advising clients on suitable investment opportunities based on their risk profile, return expectations, asset allocation, and liquidity needs. The ideal candidate for this role should possess an MBA qualification, excellent verbal and written communication skills, and a minimum of 3 years of prior experience in the financial services sector, with a preference for exposure to Capital Markets, Mutual Funds, or Financial Institutions. This position is available in Jaipur and Mumbai.,

As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,

Role & responsibilities Providing financial solutions for high net worth clients. 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. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management.

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment