Investment Manager Job Vacancies in Thane

Admin Executive - On Call

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

- Develop and implement investment strategies: The Investment Manager is responsible for creating and executing investment plans to meet the company's financial goals and objectives. This involves analyzing market trends, evaluating risks, and making informed decisions to maximize returns.- Conduct market research: The Investment Manager must stay informed about market conditions, industry trends, and competitor activities. This information is crucial for making informed investment decisions that align with the company's overall investment strategy.- Monitor portfolio performance: The Investment Manager is tasked with monitoring the performance of the company's investment portfolio on an ongoing basis. This includes tracking returns, assessing risks, and adjusting strategies as needed to optimize performance.- Cultivate client relationships: Building and maintaining strong relationships with clients is a key aspect of the Investment Manager's role. This involves effective communication, understanding clients' financial objectives, and providing personalized investment recommendations that meet their needs.- Collaborate with internal teams: The Investment Manager works closely with other departments, such as sales and marketing, to ensure alignment and coordination in executing investment strategies. Collaboration and effective communication are essential for achieving company goals.Skills and Expectations:- Strong analytical skills: The ideal candidate should have a solid understanding of financial markets, investment principles, and risk management techniques.- Excellent communication skills: The Investment Manager must be able to effectively communicate complex investment concepts to clients and internal stakeholders.- Proven track record of lead generation: Experience in generating leads and converting them into successful investment opportunities is crucial for this role.- Familiarity with the sales process: Understanding the sales process and how it ties into investment strategies is essential for the Investment Manager's success.- Ability to work independently: The candidate should be self-motivated, proactive, and able to work autonomously to achieve investment goals.

1. He or she should be presentable2. Good Communication3. Experience Minimum 1 Year To 2 Year or more.4. Need flexible candidates5. Salary Minimum 30k to 50k depending on the candidature of the candidates.6. Need Immediate Joining.7. Candidates should have leadership quality8. Team Handling9. Managing Attrition in the team10. Target Achiever

Equity Advisor Manager who provide a solution to the customers, acquires new businessKnowledge of financial products like Equity, Derivatives, Commodities, Fixed Income, Mutual Funds ,Insurance Forex, etc. requiredConnect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customer. Accountable for achieving monthly revenue targets and bringing new relationships to the organization Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue. Work closely with other internal departments including compliance, back office and top management

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

Key Responsibilities.1.Profiling Clients suggesting financial products (Equity) to meet customer needs as per their risk appetite.2.Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.3.Placing orders on behalf of clients based on Client s request. Update client for order and trade on recorded line after or during market hours.4.Achieving the business target assigned in terms of generating revenue, acquiring minimum 2 new accounts, enhancing upgrading the client relationship. Maintain 0% dealing error.5.Maintain daily client s activity6.Ensuring the highest level of service to the clients.7.Ensure resolution of client queries within TAT.8.Activate dormant clients.9.Ensure regular client meetings.10.Responsible for cross selling products like Mutual Fund, SIPs, IPOs, and other Sharekhan products to the existing set of customers.11.Follow guidelines of Compliance and Risk managementRequired Qualification.1.Graduate or Post Graduate or NISM Certification required2.2 to 8 years of experience in handling retail or HNI clients3.Background from broking industry possessing equity as one of their core products4.Knowledge of technical charts

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

1) Pitching of Investment Products( P2P Investment ) to HNI's & other Investors.2) Addressing Queries of Investors3) Converting/Acquiring new Investors for the company.4) Building AUM ( Asset Under Management ) from the assigned set of customers.