Financial Consultancy Jobs in Bangalore,Financial Consultancy Job Vacancies in Bangalore Karnataka

Wealth Sales & Advisor - Full Time

Skywings Advisors Private Limited

2 - 3 yrs
30.0 Lac/Yr
Hyderabad Bangalore Road

Financial Consultancy Wealth Sales

Job DescriptionRole: PCG- Wealth Sales & AdvisoryCTC: Up to 30 LPAIndustry: Financial ServicesRole Summary:The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.Key Responsibilities:Acquire and manage HNI / Affluent clients.Drive revenue through cross-selling and up-selling of wealth products.Offer advisory solutions across:Mutual FundsPMS / AIFStructured ProductsBonds / Fixed IncomeEquity & DerivativesInsurance & Other Investment ProductsBuild long-term relationships and ensure high client retention.Achieve AUM growth and revenue targets.Coordinate with internal product and research teams for customised solutions.Maintain high compliance and regulatory standards.Candidate Profile:Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.Strong exposure to HNI client handling.Good understanding of capital market products.Proven track record of revenue generation.Excellent communication and negotiation skills.NISM & CFP certifications are preferred.Referrals are highly appreciated.

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Freshers & Experience || Full Time || Finance Advisor

HDFC

0 - 2 yrs
Female
Vishweshwaraiah Layout Bangalore

Financial Services Financial Planning Finance Financial Consultancy

WE ARE LOOKING FOR FINANCIAL CONSULTANT AND TEAM LEADERS FOR TOP LEADING PRIVATE BANK EARN UPTO 1L AND WORK ONLY 1-2 HOURS WORK FROM HOME, QUALIFICATION 10TH AND ABOVE AND AGE ABOVE 35, MALE AND FEMALE BOTH ,

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