Investment Manager Graduate Experience Jobs in Bangalore

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.

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.

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

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

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.

Improve the management system of the investment promotion operation department to ensure the operation of the investment promotion operation department, professional ethics and professionalism.Lead, organize and coordinate investment promotion work.Independently carry out business negotiations and negotiations, and receive authorization to sign contracts with customers on behalf of the company.Ability to conduct market research, forecasting and analysis activities.Independently plan business work, analyze market dynamics in a timely manner, and find and deal with problems in investment promotion activities.

Hiring of BDM with 5-7 yrs. experience into investment, insurance, bank or wealth management industry at DelhiPosition: Business Development ManagerIndustry: is a multinational law firm specializing in corporate law and investment immigrationGender: Male OnlyJob location: DelhiWorking Experience: at least 5-10 yrs. experience into investment, insurance, bank or wealth management industrySalary package: 10 LPA to 18 LPA Depend upon candidateMajor Challenges and Requirements: Fluent in English 5 years in the Customer-facing investment, insurance, private bank or wealth management Must be self-motivated and disciplined, be able to plan well and be super organized; Be able to understand and to adapt different cultures. Be flexible to travel to different geographical locations as needed; Ability to handle pressure.Key Duties and Responsibilities Be fully aware and updated on all immigration programs offered by, and any other business programs as the Company evolves in the future on the Companys strategies. Develop sales opportunities by researching and identifying to build a network of prospects. Provide advice to prospective clients on their immigration application needs and follow up closely to close deals. Be responsible for achieving set personal KPIs and sales targets. Follow through each case and, with the support of lawyer(s), manage the application process for all immigration cases, and take initiative to update the clients on the progress. Build trust with clients and maintain strong relationship with clients.Interview Date: After resume shortlisted Face 2 FaceRegards,

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

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.

real estate /property/ construction field experince candidate apply .......................

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.

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