Investment Job Vacancies in Ahmedabad

* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.

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.

Roles and Responsibilities Generate leads through various channels such as your own referrals, your past client network, social media, networking events, and other resources. Conduct cold calls to potential clients to identify their needs and provide solutions. Visiting Ultra HNI clients and industry associations. Develop strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams to ensure seamless execution of sales strategies. Identify new business opportunities by attending industry conferences, seminars, and workshops.

#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

Develop high-quality, original, and engaging content including blog posts, articles, infographics, email campaigns, videos, and social media posts on various topics of finance (stock market, mutual funds, insurance). Conduct thorough research on financial topics, market trends, and industry developments to ensure accuracy and relevance of content. Collaborate closely with the sales team, marketing team, and subject matter experts to understand content needs, market dynamics, and business objectives, and incorporate feedback into content development. Maintain consistency in brand voice, messaging, and tone across all communication channels to enhance brand identity and awareness. Optimize content for search engines (SEO) and social media platforms to increase visibility, engagement, and reach. Ensure compliance with regulatory guidelines, industry standards, and company policies in all content creation and dissemination activities. Ensure all-around accuracy & consistency in content.Qualifications & Skills: Bachelor's degree in English, Journalism, Communications, Business, Finance, or related field.

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.

Job Roles and Responsibilities: Establishing new business Reviewing sales performance Meeting with clients virtually or during sales visits Develop and maintain long-term relations with customers Recruiting and training Financial Consultants, Advisors, and other team members Preparing and presenting the products information to the customers Making cold calls to attract conceivable customers Developing effective sales strategies Diverting customer requests and complaints to the relevant departmentsDesired Candidates Profiles: Good Communication and Presentations Skills Strong Negotiation Skills Ability to train and Coach othersBenefits of Working with us: Training program Flexible Work Environment Medical insurance - Annual wellness check Parental Leave Retirement Benefits NPS, PF and Gratuity Business travelFuture Career Growth with us: Attractive Incentives Training program for Next Level Position Six-Month Increment & Promotion Plans Providing strategic direction

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

* Support or guide the existing Posps in all activities related to General insurancepremium quotation.* Closely coordinated with Insurance companies and to support Posps on productsinquiries, Payment link creation the process of premium calculation.* Liaise with the operations teams to ensure that all processes as set out with the POSPsare adhered.

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.

FREE OF COST PLACEMENT SERVICES - NO CHARGES FROM CANDIDATES - ON-ROLL JOBS IN BANKING, FMCG, INSURANCE, NBFC, BPO, AND ALL SECTORS ETC.