700 Stock Market Jobs - Page 22

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

Min exp 1 year in finance-equity, stocks, wealth management Only bcom, bba, mba finance Package 6.5 lpa Drop cv on supreet.imaginators@gmail.com

This Job requires a basic understanding of the stock Market, direct equity/advisory services/ tailored solutions to retail and HNI clients. Retaining, renewing the existing clients. Preferred NISM XV candidate. Opening: 10 Location: Pune & WFO Sales incentives Provident fund

St. Marys College is looking for Assistant Professor Commerce to join our dynamic team and embark on a rewarding career journey Teach a range of courses in the department, at both the undergraduate and graduate levels Conduct original research in the field and publish findings in academic journals and at conferences Advise students and mentor junior faculty members Participate in department and university-wide committees, such as curriculum committees and search committees Pursue external funding opportunities to support research and teaching activities Engage in professional development activities to stay current in the field and enhance teaching skills

Overview: We are seeking a highly analytical and experienced Portfolio Manager to oversee investment portfolios with a strong focus on stock market trading, risk management, and fund performance optimization . The ideal candidate will be responsible for making data-driven investment decisions, actively managing asset allocations, and ensuring the growth and stability of client and institutional funds. Key Responsibilities: Manage equity and multi-asset portfolios aligned with client objectives and risk tolerance. Conduct in-depth analysis of financial markets, macroeconomic trends, and company fundamentals. Develop and execute active trading strategies across equity, derivatives, and related asset classes. Monitor, evaluate, and rebalance portfolios to ensure optimal asset allocation and performance. Perform ongoing risk assessment using quantitative models and implement hedging strategies as needed. Present detailed reports on portfolio performance, market outlook, and investment decisions to stakeholders. Collaborate with research analysts, traders, and risk management teams to align investment strategies. Stay updated with global market trends, regulatory updates, and emerging investment opportunities. Key Skills & Qualifications: Bachelors or Masters degree in Finance, Economics, Accounting, or a related field. (CFA, FRM, or equivalent certification preferred) 4+ years of experience in portfolio\/fund management, investment analysis, or institutional trading. Strong understanding of equity markets, derivatives, and portfolio diversification techniques. Expertise in financial modeling , technical analysis , and quantitative strategies . Proficient in Bloomberg, Reuters, MS Excel (advanced), and financial analytics tools. Excellent knowledge of risk metrics such as VaR, Sharpe Ratio, Beta, and correlation analysis. Strong decision-making, problem-solving, and communication skills. Ability to work under pressure and manage large volumes of financial data. Desirable Experience: Experience with algorithmic trading or quantitative investment platforms. Knowledge of mutual funds, ETFs, PMS (Portfolio Management Services), or hedge fund structures. Exposure to global markets including US, EU, and APAC. Compensation: Competitive salary based on experience and qualifications. Performance-based bonuses and profit-sharing opportunities. Benefits include health insurance, paid leave, and professional development support.

Hi All, PFB Opening, Position-Dot net Core Developer with (Multithreading, Socket Programming is must) Education Qualification : BE (Comp,IT),MCA,BCA Experience : 4 to 5 years Primary Skill : Dot Net Core (Multithreading, Socket Programming is must) Secondary Skill : Linux, Python CTC-upto 10 LPA Other Skill : Candidate should agree to work on Linux based application. Should have basic knowledge of operating linux servers before joining. Should agree to extend working hour as and when required. Especially when providing production support. Should be flexible to provide application support (maintenance and testing). Interested can share your updated resume on monika.salvi@nusummit.com Regards Monika

Demat(i.e. Trading Accounts acquisition) Cold calling (i.e. Willing to work in open Market) Responsible for identifying customer needs, assessing their risk appetite and providing them Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604

Role & responsibilities Handle High Net worth Customers Activation and Revenue Generation Cross selling: Mutual Funds, PMS, NCDs, Corporate Bonds & Other Investing Products to high Net worth Customers New Client Acquisition Building of MTF Book. Preferred candidate profile NISM VIII, NISM V, Currency certification are mandatory Prior experience of working in a similar set up preferred. Should be willing to work in a target driven role & should be a go getter. Interested candidates please whatsapp your profile @ 9790306948 Thanks S Nagalatha Human Resources - 9790306948

Drive new client acquisition for Trading and Demat accounts under the Sharekhan platform Generate revenue through brokerage-based transactions Cross-sell investment and financial products Guide clients with investment strategies aligned to their profile and financial goals Maintain and nurture strong client relationships through regular follow-ups and personalized service Stay updated on the latest market trends and financial products to provide informed guidance Ensure achievement of acquisition and revenue targets across HNI and retail client segments Desired Candidate Profile In-depth knowledge of financial markets and investment products Strong sales orientation with the ability to meet and exceed targets Excellent communication, presentation, and interpersonal skills Proven telemarketing abilities with confidence in client interactions Self-motivated with a proactive and goal-driven approach Up-to-date understanding of current market scenarios and product trends Passionate about helping clients achieve their financial objectives through proper planning and product alignment

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-5.5 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Execution of trade orders on behalf of clients. 2) Building Relationships with clients. 3) Generating brokerage and volume. 4) Cross selling third party products. 5) New Client Acquisition 6) NISM 8 certification is mandatory 7) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can call also on 6394266681

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Relationship Manager/Equity Dealer/HNI Dealer CTC- upto-7 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.ujjwal@gmail.com if you are interested in the mentioned Job Role. you can also call on 6394266681.

Greeting, We have an opening for below profile with us :- Company Name - Ventura Securities Limited About Company - Ventura Securities is an omnichannel trading and investments platform with a network of branches, sub-brokers and Digital Channels. Incorporated in 1994, Ventura is a Mumbai, India based SEBI registered financial service provider and a member of NSE, BSE, MCX, NCDEX, NSDL, and CDSL. Job Location - Patna Experience - 1 Year and Above, Fresher also can apply Qualification - SSC and Above Responsibilities Promote brand name in the market. Acquire quality clients through networking, database, market intelligence and other channels. Conduct various activities for client acquisition and retention Maintain records of business on lead management system To ensure that KYC (Know Your Customer) guidelines are properly understood and implemented Induct new clients to operate applications related to trading. Ensure compliance as per various regulator and organization guidelines. Cross sell other financial products offered by the company. Experience Required Desirable but not essential Basic Computer Knowledge Strong communication and interpersonal skills If you find this opening suitable then kindly Contact on Branch Add - : Ventura Securities Limited 401, 4th Floor, Grand Plaza Fraser Road, Near Dak Bunglow Crossing Patna 800001 Contact person : Mukesh Kumar : 0612-2501218 Email : mukesh.kumar@ventura1.com

Branch Manager 4 + Year experience as BM (Stock Market Company) , should have experience of team handeling. Sales & Marketing Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration

Responsibilities: * Provide coaching on financial literacy * Develop educational programs for students * Teach stock market concepts * Facilitate interactive learning sessions * Conduct financial analysis & research

Job Title: Sr. Stock Market Faculty Job Location - DELHI, NOIDA Job Type: Full-Time Department: Financial Education / Training & Development Reports To: Head of Academics / Training Manager Job Summary: We are seeking a passionate and knowledgeable Stock Market Faculty to deliver high-quality training in equity markets, trading strategies, technical and fundamental analysis, derivatives, and portfolio management. The ideal candidate should have both theoretical knowledge and practical experience in the financial markets. Key Responsibilities: Design and deliver engaging training sessions on stock market fundamentals, technical & fundamental analysis, derivatives, trading strategies, and related topics. Prepare course content, study materials, presentations, assignments, and exams. Keep students updated with current trends, real-time data, and case studies from the stock market. Provide mentorship and guidance to students preparing for exams like NISM, NCFM, CFA, or similar certifications. Conduct webinars, workshops, and mock trading sessions using live market platforms (e.g., NSE/BSE terminals, TradingView, etc.). Stay updated with industry trends, regulatory changes, and trading technologies. Collaborate with other faculty and departments to develop cross-functional financial program Requirements: Bachelors or Masters degree in Finance, Economics, Commerce, or related field. Certifications like NISM, NCFM, equivalent (preferred). 2+ years of experience in stock market trading or teaching stock market courses. Strong understanding of equity, derivatives, mutual funds, and other financial instruments. Excellent communication, presentation, and classroom management skills. Familiarity with trading platforms and market analysis tools (e.g., MetaTrader, TradingView, Zerodha, etc.). Preferred Skills: Passion for teaching and mentoring. Ability to simplify complex financial concepts. Real-world trading or investment experience. Proficiency in MS Office, Excel, and financial modeling. Remuneration: [As per industry standards / Negotiable based on experience and qualifications] Candidates Can Call for Interview Lineup - 9871090777, 9871060777, Share your Resume - info@dipeinstitute.com

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- upto- 6 LPA + incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients 2) Building relationships with clients & educating them about Investments 3) Client Acquisition as per targets and cross selling of 3rd party products 4) Client meetings and bank branch visits as per goal sheet. 5) NISM 8 certification is mandatory 6) Graduate / Post graduate with minimum 1 yr exp in Equities. Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.

Dear All, Greetings from AnandRathi !! We are currently hiring for Equity advisor @ Chennai Job Description As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework. New A/C opening and manage portfolio. Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must. Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091

JOB PROFILE DepartmentDesignationRetail Sales QualityPosition in Company Reporting to: Zonal Head Reportees: Individual roleKey Deliverables / Accountabilities Responsibilities Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze New Client Quality . Being a strong link between the Sales and the Dealing team to ensure client activation & mapping . Responsible to Track stop trades & formulate strategy for activation . Responsible to drive Quality Activation in the region Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing. Competencies Required Good communication and listening skills Confidence and Presentation skills Ability to explain information clearly and simply Convincing skills Essential Educational & Experience Qualification Qualification Needed: Graduation / MBA (Relevant Experience of Field, Suitable qualification will be preferred) Relevant Experience: 2 Yrs + Experience in selling Financial Products Please note: This is not a field sales job. KPI Department Designation Retail Sales Quality Analyst Position in Company Reporting to: Zonal Head Reportees: Individual roleKPIParameters 40% NCB Client Activation . Definition of Quality Activation - Rs 500 brokerage per Client in a year . Regular updates to all stake holders on Quality Account Sourced by Sales team Being a strong link between the Sales and the Dealing team to ensure client mapping & . synergy meetings between internal teams with a objective to meet set targets Reactivation of stop trading clients . Achieving the Cluster Revenue target Check gaps and conduct quality training for the sales teams for time to time ..Monthly Five training . KPI Weightage Broking Revenue 45% NCB Client Activation 15 % Client Reactivation 10% Synergy meeting between different stake holders 20% Training for sales team - 10% Incentives On Achieving Cluster Broking Revenue ( Slabs to be decided ) Incentives on Quality activation . Incentive per account . INTERESTED CANDIDATES CAN GET IN TOUCH WITH ABIN (HR) 9486375824 abin.m5@sbicapsec.com

This role is with the Share.Market growth team at PhonePe. The candidate will be working with internal and external stakeholders for stock broking business. Key roles and responsibilities include: Monitoring of business health metrics for the category regularly Tracking of industry trends and sharing insights that could serve as growth levers for the category Work closely with the Analytics team to drive insights for the category business & formulate interventions Implement interventions to drive growth across various assets Supporting the growth manager in driving stock broking business growth Ability to think and react in a high-energy, fast-paced environment Must be comfortable working in cross-functional teams, where immediate constituencies include the Finance, Analytics, Product, Marketing & Customer Service teams. Candidates should have Excellent written and verbal communication skills, comfort with Microsoft Office Suite, specifically Excel. Basic knowledge of SQL is a plus. Prior experience in a data-driven role and understanding of stock markets would be an advantage

Join a dynamic team at J. P. Morgan, where innovation meets compliance. Our Compliance Reporting Services empower asset managers and trustees to efficiently manage investment rule violations, showcasing industry best practices. Be part of a global network serving sophisticated investors with $2 trillion in assets. Job Summary As a Compliance Analyst within the Compliance Reporting Services team, you will ensure investment rules align with client requirements and regulatory standards. You will act as a control point, interpreting regulatory changes and providing solutions to optimize compliance processes. Your role will involve maintaining fund rules and tailoring solutions to meet client needs. Job Responsibilities Review rules setup by analysts Ensure regulatory compliance Interpret regulatory changes Act as a change agent Appreciate client nuances Maintain fund rules Scope client requirements Investigate guideline breaches Improve work quality Provide solutions for false exceptions Standardize reporting Required Qualifications, Capabilities, and Skills Demonstrate 3+ years in financial services Understand security types and accounting Exhibit stock market awareness Apply logical problem-solving skills Analyze fund processes Communicate effectively in teams Support department projects Preferred Qualifications, Capabilities, and Skills Graduate/Post Graduate degree Detail-oriented approach Work in deadline-driven environments Focus on client needs Use initiative and question readily Exhibit strong analytical skills Control-oriented mindset

*Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM *Cross sell LI/ GI/ MF etc. Required Candidate profile * Must be graduate with Investment/Broking company sales. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill

Equity Research Analyst Momentum Strategy (Stocks on the Move) | stockaxis Equity Research Analyst Momentum Strategy (Stocks on the Move) NISM-Series-XV: Research Analyst (mandatory). stockaxis is a SEBI-registered research analyst and investment advisory firm offering research-driven stock recommendations to retail investors across India. Our "Stocks on the Move" service identifies high-momentum opportunities across the market spectrum. Position Overview: We are looking for a passionate and detail-oriented Equity Research Analyst who can lead our "Stocks on the Move" service. The ideal candidate should have deep market understanding, strong technical analysis skills, and the ability to blend them with fundamental analysis to identify short- to medium-term price momentum opportunities. Key Responsibilities: Identify and track high-momentum stocks using technical indicators, price-volume patterns, and sectoral rotation. Analyze charts, patterns, and moving averages to find technically strong setups. Apply fundamental filters to validate momentum picks (earnings growth, valuation, sector trends). Prepare concise yet impactful research notes with entry/exit levels and stop-loss points. Monitor shortlisted stocks and maintain a watchlist of potential breakout candidates. Stay updated on market news, events, and sector-specific developments influencing momentum. Required Skills Qualifications: Bachelor s or Master s degree in Finance, or a related field. CMT / MBA is a plus. NISM-Series-XV: Research Analyst Certification is mandatory. 5 8 years of experience in equity research, technical analysis, or market strategy. Strong understanding of technical analysis tools: moving averages, RSI, MACD, volume analysis, breakout setups. Working knowledge of financial statements, ratios, and valuation methods. Proficiency in charting tools (e.g., TradingView, FALCON, Screener, etc.). Passion for markets, fast-paced decision making, and momentum-based strategies. Excellent written and verbal communication skills. Preferred Attributes: Experience with screening tools like Screener, Trendlyne, or Falcon. Certification in technical analysis (like CMT) is an added advantage. Exposure to quantitative screen building or back-testing strategies is a plus. Preferred Qualifications: NISM-Series-XV: Research Analyst (mandatory) Experience Required: 5 8 years in equity research We believe in nurturing our employees well-being and work-life balance. Thats why we provide: Statutory Benefits: Enjoy Provident Fund, Employees State Insurance Scheme, and Maternity Leave. Paid Time Off: Recharge and rejuvenate with public holidays, 12 earned leaves, and even a special birthday leaves to enjoy with your family-friends. Pleasant Workspace: Experience the open cafeteria and a participatory environment, creating an atmosphere that fosters creativity and collaboration. Note: Only shortlisted candidates will be contacted for further evaluation. We are an equal opportunity employer and value diversity in our workforce. Thank you for reaching out to us. We will get back to you soon. A solid start to my career, offering exposure to equity markets. Learning from the research team proved invaluable, with a motivating incentive structure for hitting targets. A rewarding learning journey, interacting closely with the research team for practical insights. Motivating incentives, clear expectations, and supportive colleagues offer a great work-life balance. Clarity in expectations, ready guidance, and work-life balance define this supportive workplace. Salaries Incentives are punctual, and a sea view canteen adds to the positive atmosphere. Balanced work-life in a hybrid model, strong support from colleagues, and understanding management. A valuable stock market exposure with guidance from the research team. Friendly environment with knowledgeable seniors. A sales-oriented job with reasonable targets and incentives. Perfect for a career launch in equity markets. Progressive growth from fresher to senior, emphasizing skill development. Valued opinions, stability, and a fair incentive structure. Diverse, friendly, and learning-oriented workplace. Equity Advisor / Senior Equity Advisor M.B.A. / B.B.A. / B.Com. / Other Financial Market Degree. We are looking to hire Manager / Team Leader Ideal attributes for candidates. Equity Research Analyst Momentum Strategy NISM-Series-XV: Research Analyst (mandatory). DotNet Developer 2- 3 years of experience in designing and developing applications on the Microsoft stack.

We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model, you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition Sales: Reach out to potential clients who have shown interest in our services by registering on our website with their details (name, phone, and email). Pitch stockaxis research services to these users and convert leads into long-term clients. Build strong relationships with clients through regular calls and emails. Service Client Support: Offer excellent customer service by addressing client inquiries and providing information about our research services. Educate clients on how to make the most of the services we offer and guide them on building a balanced portfolio using our stock recommendations. Sales Incentive Motivation: Drive personal and team sales targets by acquiring new clients and expanding existing client relationships. Earn incentives based on performance with aggressive incentive plans tied to sales achievements. Be eager to learn and improve sales techniques to maximize earning potential. Skills Competencies: Strong Sales Qualities: Ability to drive sales, close deals, and meet targets. Customer Understanding: Strong understanding of customer behavior, client needs, and how to engage effectively. Communication Skills: Excellent verbal and written communication skills. Self-Motivated: High level of motivation to exceed sales targets and learn new skills. Tech-Savvy: Comfort with CRM tools, email communication, and working in a digital environment. Personal Attributes: Eager to learn about stock markets and investment strategies. Driven by incentives and motivated by performance-based rewards. Friendly, team-oriented, and passionate about customer success. Competitive salary with aggressive incentive plans. Work-from-home opportunity with a hybrid model. Training to help you grow your career in stock market research. Friendly, supportive work culture. Professional growth opportunities in the stock market space. If youre a motivated self-starter eager to build a career in the stock market and are driven by sales performance, we would love to hear from you! We believe in nurturing our employees well-being and work-life balance. Thats why we provide: Statutory Benefits: Enjoy Provident Fund, Employees State Insurance Scheme, and Maternity Leave. Paid Time Off: Recharge and rejuvenate with public holidays, 12 earned leaves, and even a special birthday leaves to enjoy with your family-friends. Pleasant Workspace: Experience the open cafeteria and a participatory environment, creating an atmosphere that fosters creativity and collaboration. Note: Only shortlisted candidates will be contacted for further evaluation. We are an equal opportunity employer and value diversity in our workforce. Thank you for reaching out to us. We will get back to you soon. A solid start to my career, offering exposure to equity markets. Learning from the research team proved invaluable, with a motivating incentive structure for hitting targets. A rewarding learning journey, interacting closely with the research team for practical insights. Motivating incentives, clear expectations, and supportive colleagues offer a great work-life balance. Clarity in expectations, ready guidance, and work-life balance define this supportive workplace. Salaries Incentives are punctual, and a sea view canteen adds to the positive atmosphere. Balanced work-life in a hybrid model, strong support from colleagues, and understanding management. A valuable stock market exposure with guidance from the research team. Friendly environment with knowledgeable seniors. A sales-oriented job with reasonable targets and incentives. Perfect for a career launch in equity markets. Progressive growth from fresher to senior, emphasizing skill development. Valued opinions, stability, and a fair incentive structure. Diverse, friendly, and learning-oriented workplace. Equity Advisor / Senior Equity Advisor M.B.A. / B.B.A. / B.Com. / Other Financial Market Degree. We are looking to hire Manager / Team Leader Ideal attributes for candidates. Equity Research Analyst Momentum Strategy NISM-Series-XV: Research Analyst (mandatory). 2- 3 years of experience in designing and developing applications on the Microsoft stack.

STOCK MARKETING WestMarredpally, Qualification MBA in Finance fresher salary 1st month training 2,3 Months 5k stipend after 15k For Experienced Candidates / 1 year Salary Up to 25k share cv HR@jayasreetechnologies.com Contract :2yr agreement

Relationship Manager - Wealth Location : Chembur, Mumbai Experience:- Fresher: Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets. Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics. Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. Working closely with business teams, designers and other staff, producing detailed specifications on further developments and writing the program codes. Education:- Bachelors degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds. Regulatory/Other Certifications:- Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module. Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations. Key Responsibilities: Build and maintain strong relationships with HNI clients. Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products. Conduct regular portfolio reviews and risk assessments. Identify and onboard new clients to expand the business portfolio. Offer customized investment and financial planning solutions. Stay updated on market trends, financial products, and regulatory changes.