Array ( [0] => investment-advisor [1] => vadodara ) Investment Advisor Jobs in Vadodara,Investment Advisor Job Vacancies in Vadodara Gujarat
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Investment Advisor Job Vacancies in Vadodara

Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
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
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Responsible For Concept Selling Across The Region,Leveraging Distributor Relati

Waytogo Consultants Pvt Ltd

  • 3 - 9 yrs
  • 15.0 Lac/Yr
  • Vadodara
AIF PMS Mutual Funds Investment Advisor Investment Counsellor Regional Sales Area Sales
Responsible for Concept Selling across the region, leveraging distributor relationshipsResponsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agendaTo conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch)To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketTo actively work on D & E counters with Sales team and include them as part of their branch visitTo work with Sales Team in increasing distribution spread and product MixProviding critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visitSupport to create simpler communication on Focused Products along with Product teamGive market feedback to Investments on Competition Products Positioning and Product sales in marketFeedback to Investments team on Distributor/ Investor queries on Funds/Products
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Relation Manager

Recruiters Choice

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Relation Manager Walk in
Good communication skills & presentable candidates No frequent job hoppers Candidate should have LI background and into Agency channel for a minimum of 2 yearsThis channel is designed especially to sell only ULIP product.
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Apply to 3 Investment Advisor Job Vacancies in Vadodara

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