842 Investment Advisory Jobs - Page 2

Relationship Management Manage the banking and investment relationships of HNI, NRI, and UHNI clients Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with additional revenue potential and drive growth Sales & Business Development Achieve sales targets across a broad product spectrum including investments, liabilities, retail assets, business banking, forex, and cards Proactively sell the full range of consumer and commercial banking products to mapped and potential HNI/NRI clients Drive higher product and channel penetration to deepen client relationships and increase wallet share Portfolio Quality & Engagement Maintain and improve portfolio quality through regular engagement and relationship monitoring Ensure relationships are aligned with desired value parameters and bank objectives Investment Advisory Conduct financial planning and offer investment advisory services to HNI/NRI clients Analyze client needs and recommend suitable investment products Drive fee-based income through products like mutual funds, investments, and insurance

Key Responsibilities: Relationship Management Manage the banking and investment relationships of HNI clients, focusing on the overall growth of liabilities and investment business Develop, manage, and expand customer relationships by delivering service levels that exceed client expectations Identify current and potential relationships with incremental revenue potential and grow the business Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments Proactively sell the complete range of consumer and commercial banking products to both existing and potential HNI clients Increase CASA balances in the assigned portfolio through deepening or acquisition Drive product and channel penetration to deepen relationships and increase wallet share with the bank Customer Engagement Maintain portfolio quality through regular engagement with mapped HNI relationships Act as the primary point of contact for client service and sales satisfaction Investment Advisory Provide financial planning and investment advisory to HNI clients Drive fee-based income by offering products such as mutual funds, investments, and insurance Process and Audit Record all sales activity and customer interactions online in accordance with organizational processes Conduct detailed client profiling to identify and maximize business opportunities

Job Summary: The Relationship Manager YES Premia is responsible for managing and growing a portfolio of premium retail banking customers. The role focuses on driving business across liabilities, assets, and investment products, deepening client relationships, and ensuring compliance and high service standards for high-value clients. Key Responsibilities: Banking & Investment Relationship Management: Manage the banking and investment needs of premium branch/retail customers. Drive overall growth in liabilities and investment business from mapped relationships. Identify potential for revenue expansion and cross-sell opportunities. Business Development: Achieve sales targets across products including CASA, term deposits, loans, credit cards, forex, insurance, and mutual funds. Generate incremental business and increase wallet share by proactively selling retail and commercial banking products. Acquire new customers and deepen relationships within the assigned portfolio. Customer Engagement & Servicing: Regularly engage with clients to maintain portfolio quality and desired relationship values. Act as the face of the bank and the primary contact for service and sales-related needs. Drive channel and product penetration to improve overall customer relationship value. Investment Advisory: Understand financial needs of customers and offer suitable investment products. Ensure transparency in product offerings and build trust through need-based solutions. Generate fee income via sales of mutual funds, insurance, and other investment products. Audit & Compliance: Adhere to internal policies and regulatory guidelines (RBI, SEBI, IRDA, AMFI, etc.). Ensure compliance with BSA, KYC, and risk-related requirements during onboarding and servicing.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

You will be joining our team in Bangalore as a Junior Financial Analyst / Financial Planner. This position is suitable for fresh graduates and early-career professionals who are enthusiastic about financial planning, investment analysis, and client portfolio management. As a part of the finance and advisory team, you will be involved in portfolio tracking, budgeting, client interactions, and utilizing core financial reporting tools. This role presents a valuable opportunity to establish a solid groundwork in wealth management and advisory services. Your responsibilities will include assisting in financial analysis and investment advisory for clients, maintaining client portfolios, supporting senior planners in developing investment strategies, conducting research and data analysis for investment decisions, collaborating with clients and internal teams, ensuring compliance with internal processes, and maintaining data accuracy in financial systems. To excel in this role, you should possess a basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel, including pivot tables, charts, and lookups, is essential. Additionally, you should have strong analytical and communication skills, the ability to work effectively in a team environment, a willingness to learn, and a client-first mindset. Ideally, you should hold a Bachelor's degree in finance, accounting, commerce, economics, or a related field, with an MBA in Finance being preferred. Having cleared CFA Level 1 or holding NISM Series X-A certification would be advantageous. If you meet these qualifications and are excited about this opportunity, please send your resume to vaishnavi.s@righthorizons.com. Your skills in portfolio management, investment advisory, communication, financial planning, investment management, analytical skills, data analysis, MS Excel, and financial analysis will be put to good use in this role.,

As a Financial Advisor / Investment Analyst, you will be responsible for managing, analyzing, and advising on personal and business financial matters with a focus on investment evaluation, equity management, capital risk analysis, and ROI projections. Whether working independently or as part of a team, your role will be pivotal in developing comprehensive financial plans tailored to wealth-building goals, reviewing investment proposals, and providing data-backed advisory on potential ROI, risk factors, and capital structure. You will also advise on equity distribution, debt structuring, and diversification strategies while conducting due diligence and evaluating financial health, market opportunities, and red flags of target investments. To excel in this role, you should possess a Bachelor's or Masters in Finance, Accounting, Economics, or related fields along with a minimum of 5+ years of experience in financial planning, investment advisory, or capital markets. Your skill set should include a sound understanding of business finance, valuation models, risk management, and capital structures. Additionally, you should be proficient in evaluating startup investments, franchise models, and entertainment & gaming industry projections, and have strong analytical skills to present findings in a simplified, visual format. Proficiency in tools like Excel, Power BI, financial forecasting models, and market research platforms is essential. While being registered or certified with financial authorities (e.g., CFA, CFP, SEBI, or equivalent) is preferred, it is not mandatory. This position offers a flexible work location, including options for remote, hybrid, or office-based work depending on requirements. Compensation is negotiable based on experience and project scope, with the possibility of performance-based equity sharing in select cases.,

Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

As the Branch Manager for the Investment team, you will play a critical role in leading and managing the sales team to drive business growth and achieve sales targets. You will be responsible for overseeing the branch's investment activities, ensuring exceptional customer service, and maximizing investment opportunities. You will lead, motivate, and manage the sales team to achieve targets and KPIs. Additionally, you will develop and implement sales strategies to drive business growth and increase investment revenue. Your key responsibilities will include overseeing the branch's investment operations, ensuring compliance with regulations and policies, and identifying potential investment opportunities to provide guidance to clients based on their financial goals. You will build and maintain strong relationships with new and existing clients to enhance customer satisfaction and loyalty. Monitoring market trends and competitor activities to adjust sales strategies and tactics accordingly will be part of your role. Moreover, you will provide regular reports on sales performance, market trends, and customer feedback to the management. Conducting regular performance evaluations for the sales team, providing ongoing training and mentorship, and collaborating with finance and investment teams to develop innovative investment products and solutions are crucial aspects of the role. You will also ensure efficient branch operations, streamline processes to enhance productivity and customer service, and resolve customer complaints and issues in a timely and professional manner. Your qualifications should include a Bachelor's degree in Finance, Business Administration, or related field; an MBA or CFA is a plus. Proven experience in investment sales and management, preferably in a leadership role, is required. A deep understanding of investment products, financial markets, and industry regulations is essential. Strong track record of achieving sales targets, excellent leadership and team management skills, exceptional communication and interpersonal abilities, and the ability to analyze market trends and competitor activities are also necessary for this role. Furthermore, familiarity with CRM systems, sales tracking tools, and financial software, proactive and results-oriented mindset, ability to thrive in a fast-paced environment, strong work ethic, integrity, and commitment to ethical business practices are key qualifications. Professional certifications such as Series 7, Series 63, experience in collaborating with cross-functional teams and senior management, and demonstrated ability to handle pressure, meet deadlines, and maintain accuracy will be beneficial for this position.,

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts Job requirements : • Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services • MIS generation • Graduate - 4 -6 years of experience AMFI / IRDA • Post Graduate - 2 -4 years of experience AMFI / IRDA

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge products, contributing to the expansion of our product range and the growth of our QIS business. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Your primary area of focus will be the development of systematic strategies in the portfolio and commodities space, both in the linear and volatility space Develop portfolio solutions based on clients need Propose, back test and implement new solutions, as well as refresh the existing product suite with upgrades on existing implementations Interact closely with our trading, strats, index administration, legal and quant research teams to take strategies from the drawing board into tradeable products Produce and maintain marketing materials on our suite of solutions, and interact with salespeople to showcase our product capabilities in the portfolio / commodity QIS space Your skills and experience Experience with quantitative investments strategies in either a buy-side or a sell-side role, with specific experience related to cross asset / commodity products is preferable. Strong technical and quantitative academic background from a top tier business or engineering school. Coding skills are essential for the role, in particular Python A disciplined approach to project management, and the ability to handle multiple projects concurrently Ability to demonstrate a genuine interest in systematic strategies and their applications in the context of investment portfolios, as well as an ability to understand strategies in other asset classes, with a view to potentially getting involved in other asset classes in the medium term How well support you . . . .

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products. .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product Min. 25-30 client candidate managing.

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri (NISM VIII) Mandatory Roles & Responsibilities : Managing of 100 to 1500 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Mail - salonidevi.vishwakarma@kotak.com also share your updated resume on 7039279297

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manager . In this role, you will act as our Brand Ambassador , creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in clients" lives and financial well-being. We are currently seeking Qualified Wealth Managers to join us on our journey of continued growth. As a Wealth Manager at deVere, you will have the opportunity to manage a diverse portfolio while receiving comprehensive training, continual career advancements, and the chance to learn and develop with the business. Our CEO, Nigel Green, emphasizes the importance of training and has fostered a culture of ongoing career support to help employees achieve their career aspirations. At deVere, we value hard work and are committed to supporting our team members in building successful careers. We are a dynamic and ambitious company that is rapidly expanding and seeking individuals who are eager to learn and grow with us. Our primary goal is to provide personalized, independent financial advice to each client. As a Wealth Manager, you will have the opportunity to assist individual clients with financial management, leveraging our licenses in multiple countries and access to cutting-edge industry advancements to support your clients effectively. You will play a crucial role in managing various aspects of your clients" wealth and ensuring their financial well-being. Key Activities: - Building and developing a bank of wealth management clients (B2C only). - Managing and supporting a portfolio of clients, fostering strong and trusting relationships through personalized advisory services. - Growing assets under management (AUM) by identifying financial needs and opportunities for clients. - Conducting comprehensive reviews to tailor wealth management strategies to individual clients. - Providing needs-based solutions through effective communication and influencing. - Analyzing global markets and clients" situations to recommend suitable products and services. - Advising on a range of financial products and services, including lump sum investments, fixed-income products, global funds, regular savings plans, portfolio bonds, international pension planning, and fintech. - Ensuring compliance with relevant legislative, financial, and quality requirements. - Performing general administrative duties as needed. Skills Required: - Certified Wealth Management or Financial Planning qualification. - Transferable client book of NRI and/or HNI. - Strong numerical and analytical skills with attention to detail. - Experience in managing high net worth clients (desirable). - Knowledge of lump sum investments, offshore investments, fintech, bonds, or pension products. - Trustworthy, professional team player focused on delivering top-quality service. - Sound judgement skills and attention to detail in risk analysis. - Proven sales track record in private advisory wealth management. - Ambitious, target-driven, and hungry for success. Company Benefits: - Opportunity for further chartered qualifications. - Career advancement opportunities. - Possibility to transfer to different locations. - Competitive commission bonus structure. - Individual and team training for professional development. - Client and employee events to foster a supportive community.,

As an Investment Specialist at Private Bank, you will play a crucial role in providing tailored solutions to our diverse clients through our network of specialists across the globe. Our Private Bank caters to UHNWIs and Family Offices by offering personalized banking, investment, and credit services through a dedicated team. With a presence in key financial hubs like the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore, and Dubai, we deliver bespoke services to our international clientele. Our business focuses on high growth and emphasizes delivering personalized services and innovative client solutions with access to the Corporate and Investment Bank. To excel in this role, you should possess the following experience and skills: - Extensive experience in investment counselling, advisory, or management with a focus on the Indian market. - In-depth knowledge of Indian and global markets, as well as various investment products and services. - A thorough understanding of the regulatory landscape and industry trends in Private Banking & Wealth Management in India. - Holding necessary regulatory certifications like NISM X-A, XXI-A, V-A. Desirable skills and qualifications include: - Senior leadership experience in prominent PB&WM or Asset Management firms in India. - Proven ability to develop and expand the investment business, particularly assets under advice/management in the PB&WM sector. - Strong collaboration, client relationship management, platform building, and change management skills. The role of Investment Specialist in Bangalore involves engaging with existing and potential investment-led clients, ensuring exceptional outcomes aligned with Barclays" standards. Your responsibilities cover all aspects of conducting investment business for Private Clients India. Key Accountabilities: - Providing subject matter expertise on products and services to clients and colleagues. - Staying informed about market trends, regulatory changes, and customer feedback to enhance product offerings. - Addressing customer inquiries, understanding financial circumstances, and recommending suitable solutions. - Presenting product advantages to potential customers and supporting marketing efforts. - Participating in training sessions, workshops, events, and networking opportunities to share knowledge and promote products. For Vice President Expectations: - Contribute to strategic planning, resource management, and policy development. - Demonstrate leadership behaviours aligned with Barclays" values. - Advise stakeholders on functional areas and risk management. - Collaborate across teams and areas to achieve business goals. - Provide innovative solutions based on analytical thinking and comprehensive understanding of organizational functions. - Build relationships with internal and external stakeholders to drive business objectives effectively. In summary, as an Investment Specialist at Private Bank, you will be integral to providing exceptional investment solutions to our esteemed clients, contributing to the growth and success of our business in India.,

You will need to build a strong understanding of a client's risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product to resident individual clients, NRIs, families, or Corporate Groups. The quality of work expected from a relationship manager includes providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms. You will be responsible for determining clients" needs and financial abilities to propose solutions that suit them. Additionally, you will perform comparative market analysis to estimate the property's value. You will also be involved in intermediate negotiation processes, consulting clients on market conditions, prices, mortgages, legal requirements, and related matters to ensure fair and honest dealings.,

Key responsibilities Execute client orders on NSE/BSE terminals. Drive higher trading volumes and ensure frequent client activity. Advise clients on investment strategies and distribute wealth products (MF, PMS, Insurance, Bonds, CorporateFDs, NCDs, etc.). Monitor client exposure limits and resolve market/investmentrelated queries. Generate new business and expand the client base. Ensure full adherence to all internal and regulatory compliance requirements. Role & responsibilities Thanks & Regards Gaurav Srivastava Cell:+91-8470085479 / +91- 9354549772 Email : gaurav@protonlogics.in www.protonlogics.in

Responsibilities: Handle HNIs, provide investment advice & manage insurance sales . Build strong relationships with clients through customer engagement & retention. Health insurance Accidental insurance Sales incentives Performance bonus Referral bonus Provident fund Maternity leaves Accessible workspace Assistive technologies Maternity benefits in mediclaim policy

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

As an Accounts & Audit Assistant at Jaiswal Brajesh & Co., you will be responsible for preparing and finalizing financial statements and audit reports. You will conduct statutory, internal, and tax audits, as well as work on GST, TDS, and income tax compliance. Additionally, you will assist in preparing project reports, pitch decks, and financial modeling. Your role will also involve supporting investment advisory and consulting assignments. To be eligible for this position, you should have a B.Com/M.Com/CA Inter qualification (preferred) and possess working knowledge of SAs, IndAS, Tally, and Excel. Strong analytical, reporting, and communication skills are essential for this role. This is a full-time on-site position based in Patna, Varanasi, or Delhi. On the other hand, as an Articled Assistant undertaking CA Articleship at Jaiswal Brajesh & Co., you will have the opportunity to gain exposure to various domains. Your training will include audit and assurance across industries, direct and indirect tax filings and assessments, financial reporting, ROC work, and project finance. You will benefit from mentorship provided by experienced CAs and team leads. This position is available in Patna and Varanasi. Joining our team will provide you with multi-industry exposure, a friendly and growth-driven work culture, and the opportunity to learn from leading professionals. You will also have the chance to work on investment advisory projects. To apply for these positions, please send your resume to hirings.jbc@gmail.com. In the email subject, mention your preferred location and the position you are applying for. Candidates willing to work on-site in Patna, Varanasi, or Delhi are encouraged to apply.,