Investment Planning Jobs in India

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.

As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

Key Responsibilities:1. Provide investment advice to clients: Help clients make informed decisions about where to invest their money for maximum returns.2. Conduct market research: Stay up-to-date on market trends, news, and developments to provide accurate and timely advice to clients.3. Create investment strategies: Develop personalized investment strategies based on clients' financial goals and risk tolerance.4. Monitor investment performance: Regularly review and assess the performance of clients' investments to ensure they are meeting their objectives.5. Communicate with clients: Maintain regular communication with clients to update them on their investments and address any questions or concerns.Required Skills and Expectations:1. Strong analytical skills: Ability to analyze market data, trends, and financial reports to make informed investment recommendations.2. Excellent communication skills: Clear and effective communication with clients to explain complex financial concepts and investment strategies.3. Attention to detail: Ensure accuracy in investment analysis and monitoring to maximize clients' returns.4. Financial acumen: Understanding of financial markets, investment products, and risk management principles.5. Ability to work independently: Self-motivated and able to work effectively in a remote work environment.

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

Job Summary:Angel One Ltd. The channel partner of HMA Trading Company is looking for a dynamic and detail-oriented Equity Dealer to join our trading desk. The ideal candidate will have a passion for capital markets, a client-centric approach, and strong knowledge of equity and derivatives trading. This role involves executing trades, managing client portfolios, and ensuring adherence to compliance guidelines.Key Responsibilities:Trade Execute buy/sell orders in equity and derivatives on behalf of clients.Prompt & Accurate executionMonitor confirmation & settlements with clientsClient interactionMarket analysis and risk management.Qualifications:Minimum education Graduation/ Diploma.NISM Series VIII (Equity Derivatives) Certification Mandatory or ready to get.Knowledge of Excel and basic financial analysis tools.Key Skills:Strong communication and interpersonal skills.Quick decision-making ability under pressure.Client handling and relationship-building skills.Analytical mind-set with attention to detail.Good knowledge of stock markets and trading regulations.Ability to multitask in a fast-paced environment.Perks and Benefits:Competitive salary and performance-based incentives.Training and certification support.Fast-track career growth in capital markets.How to Apply: Interested candidates can email their updated resume to hrd@hmatrading.in with the subject line: Application for Equity Dealer Noida Sector 63 CALL AT: 9625066561Looking forward to connect with you soon, All the best!!

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Greetings From Right Fit Resources!Dear Candidates,Apply for jobs :- https://forms.gle/Z5AttdqEpRC2VCZ6AMore jobs :- www.rightfitresources.inWe are looking for 3 Chief Finance Officer Posts in odisha, andrapradesh, telangana, Bhubaneswar, Visakhapatnam, Hyderabad, with deep knowledge in Financial Planning, Corporate Finance, Strategic Planning, Investment Banking, Finance, Financial Reporting, Banking Finance, Finance Auditing, Financial Planning and Required Educational Qualification is : Professional Degree, B.Com, B.Sc, B.E, B.Tech, LLB, Other Bachelor Degree, M.B.A/PGDM, Chartered Accountant, Any Master Degree

Candidate must be good in communicating through email. Also, candidate should know how to use basic Excel and Word. Training will be given for technicalities of the job which includes Process of Recovering of investment.

ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively to ensure we are getting as many client meetings .

We have vacant of 50 Investment Manager Jobs in Mohali Experience Required : 1 Year Educational Qualification : Higher Secondary, Secondary School, Vocational Course, Diploma, Advanced/Higher Diploma, Professional Degree, B.A, B.C.A, B.B.A, B.Com Skill Marketing Consultant,Investment Counsellor,Investment Planning etc.

Position: Relationship Manager - Mutual Funds (B2B Sales)Department: SalesReports To: Sales HeadLocation: ChennaiEmployment Type: Full-TimeJob Summary:The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.Key Responsibilities:Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.Sales Strategy: Develop and execute strategies to meet sales targets.Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.Client Support: Offer ongoing support and service to ensure client satisfaction and retention.Requirements:Proven experience in B2B sales, preferably in financial services.Strong understanding of mutual funds and investment products.Excellent communication and relationship-building skills.

MARKET LIFE INSURANCE PLANS

Urgent opening For Financial Planning Advisor, Financial need analysis, freelance basis, flexible working hours and variable pay

Responsibility:- Develop, execute, and oversee a business strategy that prioritizes growth and positive customer ratings Well-developed in presentable skills and understanding to identify new customer Recruit train and develop a team of insurance agents to create business opportunities Maintaining and updating sales and business development reports. holding presentations and demonstrations for potential clients Prepare sales contracts ensuring adherence to law-established rules and guidelines Attend and manage networking events to attract and retain clients Business Development Executives spend a fair amount of time using their market research to prospect for leads. Develop a growth strategy focused both on financial gain and customer satisfactionRequirements and qualification:- Strong analytical skills and ability to understand financial markets and investment products A Bachelor's or Master degree must be required Previous experience in financial services, banking, or investment advisory is preferred Have an understanding and knowledge of financial processes and investment markets like Insurance, SIP and mutual funds etc. Understanding of agent work culture in insurance companies. Strong organizational skills and attention to detail Strong problem-solving and analytical abilities, with a focus on generating results

We are Urgently Looking for Financial Planner. for Job Description Please Visit the Career Page of the Following :. Its Work from Office Role Only

Job Description :Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix. As per need, male candidate may have to visit client place for completion of documentation (any place, any day and any time).

Investment micro finance advisor promotion Rd fd

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.

An Investment Manager is responsible for managing client portfolios, analysing financial markets, and delivering strategic investment recommendations. The role focuses on wealth creation, risk management, and long-term portfolio growth aligned with clients financial goals.

Job Title: Business Development Executive (BFSI)Location: Surat ,GujaratExperience : 13 years of experience in BFSI sales preferred Key Responsibilities:Identify, acquire, and manage clients for financial products such as:Loans (Personal, Home, Business, etc.)Mutual Funds & SIPsInsurance (Life, Health, General)Retirement Planning solutionsWealth Management servicesBuild and maintain strong client relationships through regular follow-ups and financial advisory.Understand customer financial needs and provide appropriate product solutions.Achieve monthly/quarterly business targets as per company goals.Conduct financial planning discussions and guide clients with suitable investment options.Stay updated with market trends, regulatory changes, and BFSI industry developments.Maintain proper documentation and ensure compliance with company and regulatory guidelines.Qualifications & Skills:Graduate / Postgraduate in Finance, Commerce, Business, or related field.Good knowledge of financial products, investment planning, and wealthmanagement.