Investment Products Jobs

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.

Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.

* To generate revenue from sales of financial products like equity, mutual fund, bonds etc.* Advise and update the client on various investment opportunities from time to time* Responsible for promotion products such as D-MAT, TRADING, MUTUAL FUND & INSURANCE.* New client prospecting through cold calling ,appointment ,reference etc.* Updated client with research report on new schemes IPO & MARKET TRENDS.* Provide investment application forms to client and assist them in filling.* Arranging investment awareness seminars.* Prepare daily sales report and send to branch head .Analysing the clients financial needs & advising* on the same* Acquiring new clients* To generate revenue by meeting the targets set by the superiors* Keeping up with the latest issues of Mutual Funds NFOs,SIP, IPOs, Life Insurance, General* Insurance, Bonds, FDs, NCDs & informing the same to the client regular on basis* Good convincing ,communication skills* Prefer candidates working in broking / mutual fund / insurance field.

We are Hiring Enthusiastic and Confident Telecalling Executives to Handle Outbound and Inbound Calls, Explain Our Financial Services and Generate Leads.

Client meeting and selling of investment products.

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

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.

Job Role:1. Servicing franchisee & existing PMS clients.2. Build a good rapport with them by providing market information & current portfolio status.3. Cross selling of Equity, Mutual Fund & PMS products.4. Having strong analytical & communication skills.5. Ability to learn and be updated in line with the capital markets & current affairs.6. Achieving desired sales targets.7. HNI Client Acquisitions and Relationship Management.Job Mandates:1. Ability to inspire trust and confidence in clients.2. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.3. A thorough understanding of financial markets, movements and expectations with respect to market.4. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.5. Good oral and written communication skills with clarity of thought, speech and expression.

Key Responsibilities:Identify and empanel Individual Financial Advisors (IFAs), Mutual Fund Distributors (MFDs), Ex-Bankers, and Finance Professionals.Educate and onboard partners on companies digital platforms and mobile app.Promote and enable sales of financial products such as Mutual Funds, Bonds, IPOs, NCDs, and Insurance.Regularly engage with distributors to drive business growth and achieve sales targets.Ensure compliance with regulatory guidelines and maintain documentation.

Investment counselors provide advice and guidance related to financial investments. They educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.

Need on field Marketing Executive for Lead Generating and Sales

Job Overview:We are looking for a dynamic and results-driven Sales Officer to join our team at First Adviser / FA Wizard PVT. LTD., a leading finance company. The Sales Officer will be responsible for identifying potential clients, generating leads, and driving the sales of our financial products and services. This is an exciting opportunity for individuals with a passion for sales and finance.Key Responsibilities:Client Acquisition: Identify and target new business opportunities and prospective clients to meet sales targets.Sales & Business Development: Promote and sell the companys financial products, including loans, insurance, and investment plans, to new and existing customers.Lead Generation: Proactively source leads through various channels, including cold calls, networking events, referrals, and online platforms.Client Relationship Management: Build and maintain strong, long-lasting relationships with clients by understanding their needs and providing suitable financial solutions.Market Research: Stay updated on market trends, competitors, and customer preferences to identify opportunities for growth.Sales Reporting: Maintain accurate records of sales activities, client interactions, and achievements. Provide regular reports to the Sales Manager.Customer Service: Ensure timely follow-up with clients for post-sales support, including addressing queries, handling complaints, and providing updates.Compliance: Ensure adherence to company policies and industry regulations while conducting sales activities.Skills & Qualifications:12the & Bachelors any degree in Business, Finance, or related field.Proven experience in sales, preferably in the finance industry.Strong knowledge of financial products and services (loans, investments, insurance).Excellent communication, negotiation, and interpersonal skills.Ability to work independently and meet sales targets.Strong analytical skills and attention to detail.Proficiency in MS Office and CRM tools.

Develop high-quality, original, and engaging content including blog posts, articles, infographics, email campaigns, videos, and social media posts on various topics of finance (stock market, mutual funds, insurance). Conduct thorough research on financial topics, market trends, and industry developments to ensure accuracy and relevance of content. Collaborate closely with the sales team, marketing team, and subject matter experts to understand content needs, market dynamics, and business objectives, and incorporate feedback into content development. Maintain consistency in brand voice, messaging, and tone across all communication channels to enhance brand identity and awareness. Optimize content for search engines (SEO) and social media platforms to increase visibility, engagement, and reach. Ensure compliance with regulatory guidelines, industry standards, and company policies in all content creation and dissemination activities. Ensure all-around accuracy & consistency in content.Qualifications & Skills: Bachelor's degree in English, Journalism, Communications, Business, Finance, or related field.

Building and maintaining relationships with clients: You will be responsible for identifying and cultivating relationships with new clients, as well as maintaining existing relationshipsThis involves understanding their business needs and offering customized solutions to meet those needs

Job descriptionMaintain up-to-date knowledge of financial services industry happenings and current events. Conduct primary and secondary research on fixed income and equity markets from industry sources.Required Candidate profileExperience in equity markets 3 years is a mustPreference-MBA (Finance)Equity modelling and strong fundamental knowledge will be preferred.

Betting Platform Manager or Investment Promotion SpecialistWe are seeking an experienced Betting Platform Manager or Investment Promotion Specialist to join our team in the gaming industry. you will be responsible for promoting our platform and attracting new investors to the gambling industry. This is permanent Work from home opportunity.Responsibilities:Manage the daily operation of our betting platform, including processing bets, managing customer accounts, and handling any customer inquiries or issues that arise.Develop and implement marketing strategies to attract new investors and promote our platform to potential customers.Build and maintain relationships with existing and potential investors.Coordinate investment events and roadshows to promote the gambling industry and our platform to potential investors.Monitor and report on investment trends and opportunities.Requirements:At least 1 years of experience in betting platform management, investment promotion, marketing, or related fields, preferably in the gambling industry.Excellent communication and presentation skills.Proven ability to build and maintain relationships with investors and stakeholders. Ability to work independently and as part of a team.Knowledge of the gambling industry and its regulatory environment.Proficient in Microsoft Office Suite.We are looking for a motivated and experienced individual who is passionate about the gambling industry and has the necessary skills and experience to manage our betting platform and promote our platform to potential investors. In addition to a competitive salary, we offer commission on investments and other benefits. If you are interested in this opportunity, please apply with your resume and cover letter.Salary offered : basic salary + bonus 45000Job Type: Full-timeSalary: 31,602.70 - 56,744.38 per monthBenefits:Work from homeSchedule:Day shiftSupplemental pay types:Performance bonusExperience:total work: 1 year (P

BUSINESS DEVELOPMENT MANAGER/ EXECUTIVE invited for our INVESTMENT PLANTATION PROJECT . With atleast 2+ years experience in dealing with INVESTMENT PRODUCTS.PRODUCT TRAINING will be given by the Organisation.CANDIDATES should be minimum 12th passed and possess the followings;1. should be well versed in Investment field.2. Ability to generate enquiry all by self3. Achievements of monthly business targets on regular basis.BASSU (I) PLANTATIONS PVT LTD started in the year 2014, from West Bengal, offers to its with the following services1). Tree Plantation Services2). Investment Tree Plantation Services3). Project Plantation Services4). School TREE Education Services5). Beautification & Landscape Services

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

1. Prepare/submit for all types of Forms/details required at the time of Purchase/Redemption of all Mutual Fund & shares Investments along with necessary documents.2. Maintain Investment records related to investments in shares and mutual funds under all categories (Local + Global) of entire group.3. To Follow up for Statement of account & other reports related to all Investments.4. To update Investment management software - Mprofit on daily basis.5. Update Cash & Bank Entries for payments made on regular basis and keeping bank reconciliations up to date.6. Account all Transactions under Tally on a daily basis.7. Prepare Capital Gains statement & other reports on a daily basis or as and when required.8. Provide relevant information as required by IT department online/offline.9. Preparation of MIS report (like Market Valuation) etc. as per requirements of Management / Auditors.10. Maintaining proper back up of all expenses in file.11. To Liaise with Fund Houses/Brokers/bankers as and when required12. To check the charges like exit load, commissions etc. debited with Tariff.13. To Resolve queries of statutory Auditors.14. To assist accounting/reports for other group companies/Personal accounts as & when required.15. To assist to Prepare TCS/TDS/GST Reconciliations of entire group & follow up for outstanding, as & when required.16. Any other work pertaining to investment and accounting.

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