Array ( [0] => investment [1] => vadodara ) Investment Jobs in Vadodara,Investment Job Vacancies in Vadodara Gujarat
6

Investment Job Vacancies in Vadodara

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Admin

Nidhi Finance

Direct Sales Financial Packages Saving Account Investment Officer
Admin Executive - On Call
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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.
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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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Relationship Manager

JK Securities Pvt. Ltd.

Stock Broking Cross-Selling Financial Products Investment Ideas Stock Calls Financial Planner Walk in
Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and getting new accounts in the system. Roles & ResponsibilitiesAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicingAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail BrokingWorking closely with compliance, legal, and other departments to provide holistic service & support to clienteleCollaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsConduct continuous capital market research to be updated on the latest trends.Responsible for building AUM and revenue generation as per company benchmarks.Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field.2+ years experience in an RM position in the BFSI industry.NISM Exam clearance & renewal as per requirement.Exceptional interpersonal communication and
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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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UHNI Client Investment Manager - Mutual Fund (SR. Manager)

Waytogo Consultants Pvt Ltd

  • 3 - 8 yrs
  • 15.0 Lac/Yr
  • Vadodara
Relationship Manager HNI Mutual Funds Classic Portfolio Manager Finance Manager
To up sell Mutual Fund products to UHNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client, clientsEnsuring the highest levels of service to the client clients
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