Array ( [0] => investment-advisor [1] => delhi ) Investment Advisor Graduate Experience Jobs in Delhi
11

Investment Advisor Graduate Experience Jobs in Delhi

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
View all details
Apply

Independent Financial Distribution (1-7 Years)

Skywings Advisors Private Limited

Empanelling IFA MFD Partners AGENTS ADVISORS Agent Recruitment Investment Products Onboarding B2B Sales Business to Business
Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.
View all details
Apply

Relationship Manager / SR. Relationship Manager

BS2 Hire (Path of Career Solution)

HNI Acquisition Broking Advisory Securities Equity PMS Mutual Funds Investment Derivative NISM
Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company
View all details
Apply

Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Jobs by Related Category

Hiring Investment Advisory For Dhaula Kuan Delhi

Beekay Taxation and Investment LLP

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Dhaula Kuan Delhi
Investment Advisory
Job descriptionThe ideal candidate will lead initiatives to generate and engage with new as well as existing clients to build new business for the company.The candidate will be focused and have strong communication skills.The candidate should be able to effectively manage clients and leads. They should have necessary skill to be an effective interface between the Company and the Clients.Responsibilities1.Generate and Manage leads on social media platforms like Facebook, Insta, Linkedin etc.2. Follow up with leads which get generated3. Client management to grow business and help company expand.4. Work on cross-selling products to our existing customers5. Coordinate with other staff members for day to day operations
View all details
Apply

Advisor- For L S B Isy.

Nextgen Placement

Sales Financial Advisor Leadership Investment Banking Financial Services BFSI
#Hiring#SENIOR & jUNIOR ADVISOR- For L S B Isy.1. WEALTH MANAGEMENT.= TEAM LEADER & INDIVIDUAL..2. RM- EQUITY- = TEAM LEADER & INDIVIDUAL.#SALES_Cum_TRADING.#CTC: Up to 25 LACS.Location: KOLKATA, AHMEDABAD. MUMBAI, BANGALORE, HYDERABAD, DELHI, PUNE, DELHI, CHENNAI.1. Ensure timely advice to customers for Equity and Derivative markets2. Portfolio Review to be done monthly with clients for deepening the Client relationship.3. Ensure adherence to Compliance process for advice given5. Daily meetings to be done with existing clients and new prospects for business.Role Requirements;o Educational Qualifications: Graduation in any discipline/ MBA Finance, NCFM.o Experience: MINIMUM 3 Years in Equity / MF / PMS / Broking.- SALES & TRADING.o Domain Knowledge: Understanding of capital marketsInterested candidates can Share updated CV- on datalivetech@gmail.comwith your current CTC.
View all details
Apply

Urgent Requirement For Equity Advisor

Angel One

  • 1 - 3 yrs
  • 2.0 Lac/Yr
  • Janakpuri Delhi
Stock Broker Investment Advisor Communication Advisor
We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill
View all details
Apply

Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
View all details
Apply

Jobs by Popular Location

Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients
View all details
Apply

Relationship Manager

Spotenroll Job

  • 1 - 4 yrs
  • 3.3 Lac/Yr
  • Delhi
Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Walk in
Relationship Manager DM (Reliance)Specific Responsibilities: Represents Reliance life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.
View all details
Apply

Banking Associate (Female)

Black Riders Advertising Pvt. Ltd.

  • 4 - 6 yrs
  • Delhi
Banking Assistant Banking Officer Relationship Manager Corporate Banking Manager Corporate Banking Banking Associate Banking Advisor Relationship Manager Priority Banking Banking Operations Manager Investment Banking
Black Riders Production LLPWe at Black Riders Production LLP, Head Office Located at MG Road, Ghitorni, New Delhi. Looking for Experienced Banking Specialist Male or Female ( preferably based in Delhi/NCR ) to take care/handle our Banking Related Matters / Issues. Primarily we are into business of Advertising, Marketing, Event Management & Exhibitions but we are coming into new online ( mobile & web app based ) business venture, which would be complete online based application, so for this new business venture, we would be requiring multiple banks/private wallets as payment gateways, such as to integrate them on our online platform to make and receive payments.Job Requirements: Experienced Banking Specialist. Having Very Good Connects/Link with various Private Banks/ Govt Banks / Private Wallet Companies such as Paytm /Phone Pe / Freecharge / Razorpay etc. Having at least 4-5years of Banking Experience in any Banking Domain. Knowledgeable, Presentable having Good Communication Skills. Bringing Multiple Banks/Private Wallets on our Online Platform such as to Maintain Smooth Operation of making and receiving payments.Job Location : Head Office, MG Road, Ghitorni, New Delhi.Timings:10am to 7pm Contact Further for Detail Discussions :Black Riders Production LLP
View all details
Apply

Opening For Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
PR Tech Global is expanding and our franchising team is growing exponentially. We are looking for an experienced Investment professional that can support our franchising network with expertise in investment management focusing on the IT sector.As an Investment professional with PRTG you will develop new relationships with clients around the world and assist them with investments in our business operations: franchising, exclusive projects and commercial financing.We are looking for experienced investment professionals that have a background in Investment Banking, Capital Markets, Hedge Funds or Commercial Law.Communication is key and you will be able to develop new relationships with clients and support them with their investment decisions for the long term. We offer attractive returns on our exclusive projects and our skilled teams work together to deliver the outcomes required in the business.Join our team and contribute to London's award winning technology business.
View all details
Apply

Apply to 11 Investment Advisor Graduate Experience Jobs in Delhi

  • Delhi Jobs
  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Kolkata Jobs