Senior Manager, Investment Advisory Guardian Holdings Pvt. Ltd. (India)

2.0 - 6.0 years

0 - 0 Lacs

hyderabad, telangana

On-site

We are looking for a Senior Manager in Wealth Management (Advisory) to join our team at Guardian Capital. As an Elite Wealth and Asset Management firm, we have been recognized as the best investment advisory firm in India by CNBCTV18. At Guardian, we offer a wide range of services including Wealth Management, Financial Planning, and Taxation services, all tailored to meet our clients" individual needs. Why work at Guardian 1. Our people are our greatest assets. 2. We value integrity, passion, and a commitment to excellence. 3. With our company in a growth phase, there are ample opportunities for career advancement. We also offer ESOPs. 4. We believe in creating a fun and fulfilling work environment where every team member's role is meaningful. 5. Our ultimate goal is to make a significant impact on the quality of life for the families who entrust us with their savings. As a Senior Manager in Wealth Management (Advisory), you will play a vital role in our organizational success by focusing on three key pillars: Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. Client Service: - Gather required documents and information during client onboarding. - Conduct purchase cost analyses when requested. - Hold regular meetings with clients to address inquiries and resolve issues. Daily Activities: - Allocate time as required for the above responsibilities. Salary Range: - Freshers: 8 to 10 lac pa (excluding bonus) - Experienced: 10 to 12 lac pa Mode of Work: Office-based (5 days a week) Location: Jubilee Hills, Hyderabad Bond: One year If you are a candidate with a Master's degree in Business Administration (Finance or related field) and at least 2 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B tests, NISM VA, XXI A, we encourage you to apply. Join Guardian Capital and embark on a fulfilling career while helping clients achieve their financial goals! Interested candidates can submit their resumes to hr@gcia.in. For more information, please visit our websites at www.gcia.in, www.guardianholdings.in, and www.guardianassetmanagement.in. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

Posted 1 month ago

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Wealth Relationship Manager Mutual Fund Sales | ICICI Prudential AMC Talentinsightful

7.0 - 12.0 years

12 - 18 Lacs

Hyderabad, Navi Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mutual Fund Distributors NISM Series XXI A – Portfolio Management Services Communication: Excellent English is essential Job Stability: Preference given to candidates with stable career records Age Limit: Up to 36 years Key Responsibilities: Acquire and manage a portfolio of HNI clients to sell mutual fund and wealth products Conduct portfolio reviews and suggest investment strategies tailored to client goals Drive upselling and cross-selling of MF products to increase wallet share Maintain regular client engagement and act as a trusted investment advisor Meet assigned revenue and product mix targets across asset classes Ensure high compliance standards and seamless service delivery Preferred Candidate Background: Mutual Funds / Asset Management Companies Wealth Management Firms or Private Banks HNI Acquisition, PMS, or Investment Advisory roles Exposure to handling affluent clients and complex portfolios Do NOT Apply If: Your experience is less than 6 years You’re earning less than 7.00 LPA currently You lack NISM VA or NISM XXI A certification You’re not based in Mumbai or Hyderabad How to Apply: Email your resume to durgesh@talentinsightful.com Or WhatsApp your CV to 7821854124 for immediate consideration. Preferred candidate profile

Posted 3 months ago

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Senior Relationship Manager Mutual Fund Centre For Investment Education And Learning

1.0 - 5.0 years

9 - 13 Lacs

new delhi, gurugram

Work from Office

This is an excellent opportunity for those who are fully familiar and experienced in Mutual Fund Sales The recruiter is one of the top 3 Mutual Funds in India The candidate must have minimum 4 years experience in selling Mutual Funds Candidate must be NISM V A certified Ability to build strong relationships and excellent communication skills are a must

Posted Date not available

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