38 Investment Solutions Jobs

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years of industry experience Strong understanding of the investment business Excellent interpersonal skill s

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

Job Requirements Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities --CASA value build up and new client acquisition. - Ensure effective clie...

Job Description: As a High Net Worth Relationship Manager, your role will involve managing and enhancing customer relationships with HNI clients. You will be responsible for deepening existing relationships by offering tailored banking and investment solutions to meet customer needs. Key Responsibilities: - Manage and grow relationships with high-net-worth customers. - Provide personalized financial solutions and advisory services. - Drive sales of banking, investment, and insurance products. - Ensure compliance with bank policies and regulatory requirements. - Deliver excellent customer service to enhance loyalty and retention. Qualifications: - Graduate/Postgraduate with 2-5 years of banki...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role req...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role req...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth manage...

Job Requirements Job Requirements Job Title - Relationship Manager - First Wealth Place of work - Mumbai Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities --CASA value build up and new cli...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realize their dreams and aspirations at every life stage. Few lines about TPC function within DBS Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years of industry experience Strong understanding of the investment business Excellent interpersonal skills

As a Relationship Manager-First Wealth at IDFC FIRST Bank in Delhi, your role will involve managing and growing the First Wealth portfolio of the bank. Your responsibilities will include: - Developing and maintaining relationships with existing and potential First Wealth clients - Understanding the financial needs and goals of clients and providing them with suitable investment solutions - Achieving sales targets and contributing towards the growth of the First Wealth portfolio - Conducting regular portfolio reviews and providing clients with updates on their investments - Collaborating with other teams within the bank to cross-sell products and services to clients - Staying updated with mar...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years of industry experience Strong understanding of the investment business Excellent interpersonal skills

About YUBI Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

Job Requirements Job Requirements Role/ Job Title: Relationship Manager - Current Account Function/ Department: Branch Banking Job Purpose The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals, and managing deliverables. Roles & Responsibilities CASA values build up and new client acquisition. Ensure effective cli...

Role Overview: As a Relationship Manager at Standard Chartered, your primary responsibility will be to manage and develop relationships with high-profile clients in the Retail Banking sector. Your role will involve driving business growth and aligning with the bank's strategic objectives. Providing exceptional customer service, offering financial solutions, managing operational risks, and ensuring compliance with regulatory requirements are key aspects of this position. Key Responsibilities: - Support clients in meeting their financial needs as they progress through various stages of their career and life - Build long-term relationships and understand clients" financial goals - Provide appro...

As a Personal Investment Specialist, you will be responsible for explaining various types of investment product features and financial services to potential clients over the phone. Your role will involve delivering personalized investment solutions to assist clients in achieving their short term, medium term, and long-term financial goals. Additionally, you will play a key role in developing and strengthening client relationships. - Educate clients on investment options, answer their questions, and recommend suitable investments based on their needs. - Assist clients in planning for specific circumstances such as education expenses, tax planning, or retirement planning. - Meet with clients t...

Job Description Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain c...

Job Description: As a Relationship Manager - Mutual Funds, your primary role will involve managing and nurturing relationships with existing customers. You will be responsible for understanding their financial objectives and providing customized investment solutions to meet their needs. Your focus will be on ensuring client satisfaction and retention through consistent engagement. Additionally, you will proactively generate new business by seeking referrals, conducting targeted outreach, and networking effectively. Key Responsibilities: - Engage with existing customers to understand their financial goals and offer tailored investment solutions. - Maintain strong customer relationships to ens...

You are a highly motivated and experienced Sales Head in Mutual Fund & Fixed Income, responsible for leading the sales team and driving business growth. Your role involves developing sales strategies, managing client relationships, and achieving revenue targets across Mutual Fund and Fixed Income products. - Lead and manage the sales team to achieve business targets. - Drive sales of Mutual Fund and Fixed Income products to Retail, HNI, UHNI, and Institutional clients. - Build strong client relationships and expand the client base. - Collaborate with product and research teams to design suitable investment solutions. - Monitor sales performance and ensure compliance with SEBI, AMFI, and othe...

Role & responsibilities Initiate portfolio analysis on identified set of clients - Measure portfolio health across equity and non-equity product holdings for identified set of clients using established parameters at fixed intervals to ensure continuity Identify opportunities for rebalancing - Identify situations and opportunities from existing portfolio vis--vis our Research recommendation for stocks, funds, investment ideas and create a suggested approach document in standard template. Engage to adopt - Disseminate the suggested ideas to front end to initiate conversation. Create accountability by engaging with team members to improve adoption and eventually leading to execution. Contributi...

Company Description Welcome to Motilal Oswal Franchise! As a dedicated branch of Motilal Oswal Financial Services Limited, we bring expert financial services and investment solutions directly to your community. Our aim is to offer personalized financial advice and investment opportunities that cater to individual needs, ensuring a secure and prosperous future. We are committed to delivering excellence through a customer-centric approach and innovative financial products. Job Location ; AGRA, MATHURA, NOIDA, GURUGRAM Role Description This is a full-time on-site role for a Sales Executive, located in AGRA, UP, India. The Sales Executive will be responsible for identifying and developing new bu...

As an intern at our company, you will be responsible for developing channel partner networks and implementing new strategies/initiatives for lead generation and brand visibility. Your role will also involve establishing and maintaining partner relationships to maximize revenue generation from these accounts. You will participate in a partner planning process to set mutual performance objectives and identify high-value leads and potential partners to cultivate productive and profitable relationships. About Company: Ella was established during the pandemic with a mission to assist individuals in managing their finances effectively. Similar to popular platforms like Swiggy and Zomato, we specia...

Job Requirements Job Requirements Role/ Job Title: Relationship Manager - Current Account Function/ Department: Branch Banking Job Purpose The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals, and managing deliverables. Roles & Responsibilities CASA values build up and new client acquisition. Ensure effective cli...

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be an integral part of our Bangalore team, dedicated to catering to the needs of high-net-worth clients. With 4-10 years of experience in Financial Services, Wealth Management, or Fintech industry, you will be responsible for acquiring, advising, and managing clients by providing customized wealth solutions to support their long-term financial objectives. Your primary focus will be on client acquisition and business growth by identifying and onboarding new HNI clients through various networking channels and strategic approaches. Furthermore, you will play a crucial role in expanding our private client base while delivering ...