Investment Job Vacancies in Bangalore

Job DescriptionJob Description - Wealth Manager- Investment ProductsJob Location- Bangalore Hyderabad Road CTC- Up to 15 LPASUMMARY: - The Wealth Manager is the ultimate face of the business as (S) he is going to be the final point of contact with 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 establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients. 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 trends to determine whether they fit into clients' portfolios. To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients. To conduct and assist in organising seminars, workshops and other business development activities.JOB SPECIFICATIONS REQUIRED:Qualifications:An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or education in Financial planning/Wealth Management. Other qualifications, like CFP, will be an advantage.Experience:Minimum 3 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market. Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients. Good oral and written communication skills with clarity of thought, speech and expression. Good interpersonal skills. Good Analytical Skills.General Competencies: Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result-oriented. Strong analytical skills and ability to work in teams.MOST Important: Do and Don't1. Stability - at least an average of 1-3 years in each of his last jobs.2. From the same Geography - Candidate should be from the same location.3. Candidate who has earned incentives.4. Hands-on experience in HNI relationships - no retail, no franchisee network, no online / telecalling sales.5. Ability and willingness to manage clients, not dependent on the assigned clients by the organisation.6. Has passion and willingness for field work and relationship management.7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organisation with High Value relationships.8. Willing to work in an individual capacity.

Job Openings for 50 Wealth RM - Investment Portfolio Advisor Jobs with minimum 4 Years Experience in Bangalore, Hyderabad, Mysore, Manglaur, Vijayawada, Visakhapatnam, having Educational qualification of : Other Bachelor Degree with Good knowledge in Exp in Selling Wealth Products MF, PMS, AIF, SIP, Insurance, NISM 5 Mandatory etc.

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.

About VIBHA ENTERPRISESVIBHA ENTERPRISES is a financial planning firm specializing in Equity, Insurance, and Distressed Asset Management. We empower clients with tax-efficient wealth creation, risk protection, and alternative investment solutions.

Rentales is a trusted online platform where users can rent out their social media accounts like WhatsApp, and Telegram and earn real hourly income without any investment.As a Social Media Account Partner with Rentales, you will rent out your active social media accounts (such as WhatsApp, and Telegram) to trusted advertisers through the Rentales platform. Your role is to keep your accounts active, linked to the system, and compliant with platform guidelines to ensure smooth operation and regular earnings.You are responsible for maintaining the security and activity of your accounts while earning hourly commissions without needing any investment. This role is perfect for individuals seeking easy passive income opportunities from home.

Role OverviewWe are seeking Investment Coaches to join our dynamic team in Bangalore. In this role, youwill guide customers in achieving their financial objectives by providing personalized investmentadvice through telecalling. This is a target-driven role within a structured environment, ensuringprofessional growth and customer success.Key Responsibilities Achieving your daily dial-out and talktime targets. Optimally use your day to talk and educate customers over the call. Educate customers on various investment products, including mutual funds and stocks. Offer tailored financial solutions based on the customer's needs and objectives. Achieve defined sales and performance targets in a structured, professional setting. Build and nurture long-term client relationships through excellent service. Skills: Fluent communication in English and Hindi (no Mother Tongue Influence). Knowledge of financial products and risk management strategies. Strong customer service orientation and problem-solving abilities. Certifications (Preferred): NISMPreferred Experience Proven telesales experience with a focus on achieving targets. Background in selling financial products, such as mutual funds, stocks, or insurance.

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.

Renous is looking to hire a Financial Analyst for an MNC clientJob Location: Multiple LocationsJob Type: C2H (Contract to Hire)The ideal candidate should have 2-6 years of experience in financial analytics, with strong expertise in financial modeling, forecasting, and quantitative analysis. Proficiency in tools like Python, R, SQL, MATLAB, SAS, and Bloomberg Terminal is essential. The candidate should also have a solid understanding of market trends, risk assessment, and investment strategies.Interested candidates,please fill in the form to apply - https://tr.ee/WHTahvmiCyOr share their updated resume at careers@renous.inApplicants are kindly requested to use the subject line as 'Financial Analyst' when submitting their resumesJob Type: Contractual / TemporaryContract length: 6-12 months

Key Responsibilities:1. Lead Prospecting and Outreach:o Identify, contact, and qualify potential clients through outbound calls, inboundcalls, data calls, emails, and other digital communication methods.o Follow up on inbound leads generated from marketing campaigns and websiteinquiries.2. Client Engagement:o Establish and nurture relationships with potential and current clients to understandtheir property needs and preferences.o Conduct initial consultations to gather client requirements and present appropriateproperty options.3. Sales Strategy Execution:o Develop and implement effective sales strategies to drive lead conversion andachieve monthly and quarterly sales targets.o Collaborate with the marketing team to optimize campaigns for generating qualityleads.4. Pipeline Management:o Maintain an organized and updated database of client interactions and salesactivities using CRM software.o Track and report sales metrics and follow up with clients to ensure a seamlesssales process.5. Virtual Presentations:o Conduct virtual property tours and present listings using digital tools to showcaseproperties effectively.o Prepare and deliver persuasive sales pitches tailored to clients needs.6. Negotiation and Closing:o Negotiate terms and close sales agreements, ensuring clients' satisfaction andadherence to company policies.o Handle objections and queries from clients professionally and persuasively.7. Market Expertise:o Stay informed about the local real estate market trends, property values, and newdevelopments to provide insightful advice to clients.o Share feedback and market intelligence with the team to support businessdevelopment efforts.8. Customer Support:o Assist clients with the buying or leasing process by providing necessarydocumentation and ensuring a smooth transaction.Thanks & Regards garima.s@bradrealty.com8147062816

Key Responsibilities:Client Relationship Management:Manage and grow a portfolio of high-net-worth clients.Ensure exceptional client service by addressing client needs and concerns promptly and effectively.Develop and maintain strong, long-term relationships with clients.Team Leadership and Management:Lead, mentor, and manage a team of relationship managers.Foster a collaborative and high-performance team environment.Ensure team members achieve their individual and team goals.Business Development:Leverage an existing client base to identify and pursue new business opportunities.Develop and implement strategies to attract and retain clients.Drive wealth generation opportunities through innovative financial solutions.Financial Expertise:Provide expert advice on financial investments and products.Stay up-to-date with market trends and regulatory changes.Develop and present financial plans and investment strategies to clients.Performance Management:Set performance targets for the team and monitor progress.Implement a fast-track promotion and increment plan for exceptional performance.Manage and report on key performance indicators (KPIs).Communication and Interpersonal Skills:Exhibit excellent verbal and written communication skills.Demonstrate strong interpersonal skills to build rapport with clients and colleagues.Ensure clear and transparent communication within the team and with clients.Incentive Programs:Participate in attractive incentive programs based on performance.Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).Enjoy competitive compensation with additional rewards for achieving targets.Qualifications:Min of 5 years of experience as a Senior Relationship Manager.Undergraduate degree is required; MBA is advantageousShould have NISM V-A and NISM XXI certificationsProven track record of managing a client base and delivering exceptional client service.knowledge of financial & Investmen

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

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

We are hiring for Financial consultant advisor for Remote job profile with flexible working hours. Also fresher are most welcome.

Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profileYour Roles & Responsibilities will include:Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients concerns.Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.Completing and submitting investment-related documents, including application withdrawal forms and tax proofsPerforming day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendorsIdentifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.Qualities and Skillsets we are looking for:An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.Good analytical and problem-solving skills with a fine eye for details.Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.

Handling of the entire branch operations Fund Management, Preparing of the compliance report of the audit. Preparation of the salary statement. Verifying the day to day transactions of entire retail banking. Overall in charge of all accounting transactions & maintenance of all registers pertaining to the Bank, with the assistance of a trainee. Assisted in the formulation of the annual financial budget. Initiated & coordinated the quarter end, half year end & year end accounting procedures.

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.

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, Sys