53 Investment Solutions Jobs - Page 2

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 ...

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 s...

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...

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...

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 s...

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...

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 M...

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 produc...

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 ma...

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 cl...

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 co...