Array ( [0] => investment-manager [1] => bangalore ) Investment Manager Jobs in Bangalore,Investment Manager Job Vacancies in Bangalore Karnataka
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Investment Manager Job Vacancies in Bangalore

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Urgent Requirement For Wealth Manager- Investment Products

Skywings Advisors Private Limited

  • 2 - 3 yrs
  • 15.0 Lac/Yr
  • Hyderabad Bangalore Road
Professional Communication Wealth Manager
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.
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Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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.
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Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
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.
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Sales Executive (Female Candidates Preferred)

brad realty

  • 1 - 2 yrs
  • 3.3 Lac/Yr
  • Bangalore
Pre Sales Inside Sales Investment Manager Channel Sales Lead Generation Direct Sales Retail Sales
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
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Senior Relationship Manager

Ace Skills Edutech

Investment Advisor Client Management Team Management Skills
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
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Opening- Manager/ SR Manager- Wealth Management

ABS International

Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager Walk in
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
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Hiring For Portfolio Manager

Global Talent Pool

Investment Advisor Wealth Manager Portfolio Manager Walk in
Proven experience in sales or business development, with a strong track record of successfully selling products or services valued at Rs. 1 crore and above, preferably in the automobile, real estate, or high-end luxury sectors. A background in investment management, wealth management, or related fields is highly desirable Possess strong networking and relationship-building skills, with a demonstrated ability to engage high net worth individuals Excellent communication and presentation skills to effectively and convincingly articulate complex investment concepts. Proven track record of achieving or surpassing sales targets, demonstrating a results-oriented mindset. In-depth understanding of financial markets, investment products, and regulatory compliance. Possess a Bachelor's degree in Business, Finance, Economics, or a related field. Additional certifications such as CFA or MBA would be highly beneficial.
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Hiring For Client Financial Manager

Dezerv Investments

Sales Manager Finance Manager Investment Advisor Investment Investment Analyst Investment Banking Analyst B2C Sales HNI Relationship Manager HNI Sales HNI Acquisition Walk in
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
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Investment Manager

Square Yards

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Bangalore
Investment Cold Calling Lead Management Client Management Investment Manager
Job Description: Cold call to arrange meetings with potential customers to prospect for new business Identifying customers, giving presentations and closing the deals independently. Strong client focus including pre and post sales services for long term wealth retention. Build good working relationship among clients and brokers Present the product favorably and in a structured professional way Develop Square Yards as a brand by ensuring service standards in line with companypolicies.
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Branch Sales Manager

Navashakthi Chits Pvt Ltd

  • 5 - 10 yrs
  • 6.5 Lac/Yr
  • Bangalore
Branch Banking Banking Officer Finance Advisor Investment Advisor Walk in
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.
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Investment Manager

VFF Studios Private Limited

  • 2 - 4 yrs
  • 5.0 Lac/Yr
  • Jayanagar Bangalore
Marketing Trade Finance Management Certified Financial Planner Investment Private Equity Good English Investment Manager
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.
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Regional Manager - ETF (AVP)

Waytogo Consultants Pvt Ltd

  • 8 - 14 yrs
  • 20.0 Lac/Yr
  • Bangalore
Mutual Funds Investment Counsellor Regional Manager
The position is responsible for owning, managing and driving total passive business (ETFs, Index Funds and Fund of Funds) in South Zone (Karnataka, TN, AP, Telangana and Kerela) through consultative engagement with multiple channels and direct ClientsPurpose of the JobResponsible for achieving sales targets and development of passive funds market in South.Should be able to reach to the Direct clients, Wealth outfits, RIAs, PFs/Superannuation funds and select partners on his own or with the help of the respective ZH/ RH of the Zone/ Regions.Do cross selling of passive products to active clients.Focus on increasing the premium client base of passive investors by acquiring Family offices, UHNIs and HNIs.Regularly educate and inform the team on the ground about the latest ETF developments by conducting sessions on a periodic basis.Managing the zone with complete ownership of developing the passive business in the zone to substantial level.
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BDM With 5-7 Yrs. Experience Into Investment,Insurance,Bank or Wealth

Om Sai Group Consultancy

  • 5 - 11 yrs
  • 18.0 Lac/Yr
  • Bangalore +1 Delhi
Sales Manager BDM SALES HEAD SENIOR SALES Area Sales Manager Walk in
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,
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Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
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
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Relationship Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Manager Wealth Manager Mutual Funds Insurance Direct Sales Third Party Products
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.
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Marketing Agent Marketing Assistant Digitel Marketing Excutive Realestate Agent Realestate Manger Real Estate Excitive

Sri Sai Man Power Agency

Sales Investment Advisor Marketing Agent Digital Marketing Digitel Marketing Excutive Real Estate Manager Property Consultant Property Advisor Real Estate Executive Walk in
real estate /property/ construction field experince candidate apply .......................
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Relationship Manager

Shares Bazar

Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory
Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS
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Wealth Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
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
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Client Associate

Big Bee Consultant

  • 1 - 3 yrs
  • 6.0 Lac/Yr
  • Bangalore
Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
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
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Opening For Investment Officer

FROST BOX PRESS

Investment Banking Investment Advisor Management Consultant Work From Home
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.
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Regional Sales - ETF (AVP)

Waytogo Consultants Pvt Ltd

  • 10 - 15 yrs
  • 22.5 Lac/Yr
  • Bangalore
Mutual Funds Relationship Manager Investment Banking Regional Sales
Responsible for Concept Selling across the region, leveraging mapped distributor & investor relationships Drive Sales through National and Regional Distributors, RIAs, Wealth and other retail distribution channels.Design and execute sales strategies with local distribution channels and broking platformResponsible for ETF targets(Net Sales, Investor Count, IAP Events) for the Zone and to create positive environment to drive passive products salesTo conduct Regular Training and Knowledge Sessions for distributors, Internal Employees & investors across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related informationTo conduct Regular individual & group meetings with investors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital marketGrow, develop and activate new distribution and business verticals PMS, PFs, Broking, Family OfficesProviding critical ground level feedback for enhancing business activities, products & any other feedback based on customer & team interactionGive market feedback to central team on Competition Products Positioning and Product sales in marketRecommend ETF's as part of Asset Allocation / Core portfolio to investors directly or through RM
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