Investment Advisor Job Vacancies in Chennai

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.

Role involves recruitment of team. Should recruit Investment Advisors / Life advisors Should mentor and train the advisors. Development of team members take a more responsibilities Part time and full time available No sales target Rewards and recognitions available flexible working hours

#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.

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

About our client:Our client is a leading financial services provider in India, offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity, debt, currency, commodity and derivatives markets, as well as in wealth management, insurance, mutual funds and portfolio management services. Location : Chennai Roles & Responsibilities:Develop and maintain a long-term relationship with customers. To execute trades for clients in NSE, BSE & FNO Segments.Should be presentable with good communication & convincing skill.Trade on behalf of clients. Reactivation of dormant clients. Ensure growth in clientele by converting leads. Generate Equity Business and maintain strong client relationship.Cross sales product from time to time.

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysinginformation & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets &meetings, con calls.

Kotak Group is please where you have unlimited earning opportunity. A good potential person can get an annual CTC of upto 50Lac yearly including incentives. Join our team to change your life style.Giving Investment Advice to Clients, Analyse Their Lifestyle and Suggest Investment Plans Accordingly, Explaining Investment Plans and Outcomes.

Investment Consultants for Kotak Life insurance. Work from home available. All above Age of 30 can apply. Retired persons and home makers welcome

Sales skills is required, exposure in insurance industry.

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.

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

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 leads

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

We are looking for 20 Relationship manager Posts in T Nagar Chennai with deep knowledge in Sales,Corporate Banking,Financial Advisory,Investment Advisory,Stock Broking,Client Relationship Management and Required Educational Qualification is : Other Bachelor Degree

Relationship Managers build and maintain relationships with clients and partners. They give clients personalized advice, build rapport and provide quick responses to their inquiries.

Taking care of existing HNI Portfolio and Servicing HNI customer. Good in all Banking Products Knowledge. Good in acquisition. . Good in local market.

Roles & 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.

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct 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 and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

Job Openings for 50 Financial Consultant Jobs with minimum 5 Years Experience in Chennai,Mogappair, Chennai,Mogappair West, Chennai,Avadi,Padi, Chennai,Korattur, Chennai,Ambattur Chennai, having Educational qualification of : Higher Secondary, Secondary School, Diploma, Professional Degree, B.A, B.C.A, B.Com with Good knowledge in Financial Services,Financial Planning,Taxation,Investment Banking,Corporate Finance,Finance,Leadership,Financial Reporting,Financial Consultancy,Analytical Ability,Brand Awareness etc.

The Key Account Manager is the ultimate face of the business as (S) he is going to be the final point of contactwith the client. (S) He would be responsible for acquiring High Net Worth relationships and managing &retaining such relationships by delivering the best standards of services. (S) He would be expected to establishstrong ties with them by designing & implementing their financial plans; and then by ensuring that theyreceive and execute on the right advice.ROLES & RESPONSIBILITIES: - Minimum 2 A/Cs with minimum 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month. The Key Account Manager will be responsible for bringing their existing clients and building a strongclient book. Maintaining client relationships and generate AUM from preferred clients. Responsible for generating revenue from Third party product like Insurance/TGS/EduMO/IAP/PMS/PE/IAF/FD/Bonds Etc. 1Px of Other Revenue & 1Px of Broking Revenue (TPP Product targets will be divided as per overalltargets) Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend todetermine whether they fit into clients portfolios.JOB SPECIFICATIONS REQUIRED:Qualifications: Educational Qualifications: MBA or Equivalent. Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO

- B2B Sales of investment products.- PMS, AIF products are to be sold.- Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders.- Empanelment of IFAs based on Eligibility criteria designed by the company- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the >revenue target from the mapped IFA- Providing continuous support to the IFAs on day on day- Drive IFA Engagement process- Timely Resolution of IFAs queries- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.- To coordinate with the product and research team (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities.