High Salary Relationship Manager- Advisory
4 weeks ago
Job Description Designation: Equity Advisor Roles And Responsibilities - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. - Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). - Acquire new clients while maintaining and nurturing long-term relationships with existing clients. - Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: - Educational Qualification: Postgraduate degree required. - Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. - Hands-on experience in broking with a strong understanding of financial products and market trends. - Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. - Certification: NISM Series VIII certification is mandatory. - Strong expertise in client acquisition, retention strategies, and sales target achievement. - Prior experience in the broking industry is a must.
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Head Relationship Manager
3 weeks ago
Hyderabad, India 4s Advisory Full timeJob Description About the Role: We are seeking highly energetic and self-motivated professionals with a passion for creating holistic, technology-driven wealth management experiences. The ideal candidate will possess strong strategic thinking, analytical, and problem-solving skills, coupled with excellent communication and stakeholder management abilities....
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Relationship Manager
3 weeks ago
Bengaluru, India SkillLabs Full timeJob Description Designation: Equity Advisor Roles And Responsibilities - Execute trades on behalf of clients, aligning with their investment strategies and preferences. - Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. - Promote and cross-sell third-party investment products,...
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India International Advisory Council (IAC) Full timeJob Post Summary We are seeking a dynamic Senior Manager – Asia Pacific Investment Promotion to drive international business growth, trade development and foreign direct investment (FDI) initiatives across the Asia-Pacific region. The ideal candidate will lead strategic outreach, identify high-value opportunities and build strong partnerships with...
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Digital Marketing Specialist
3 weeks ago
Mumbai, India Occams Advisory Full timeJob Description A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective...
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Relationship Manager
2 weeks ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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▷ High Salary! Wealth Manager
3 weeks ago
Gurugram, Gurugram, India VAYUZ Technologies Full timeJob Description We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios,...
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Assistant Manager – Advisory
7 days ago
Hyderabad, Telangana, India Frazier & Deeter Full time ₹ 12,00,000 - ₹ 24,00,000 per yearAbout Frazier & DeeterFrazier & Deeter (FD) is an award-winning accounting & advisory firm. FD and our family of brands serve clients worldwide, from the Fortune Global 500 companies to growing small businesses. Frazier & Deeter cultivates a growth mindset and instils in our people the belief that we must be adaptive and entrepreneurial, and we make a...
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Assistant Manager – Advisory
1 week ago
Hyderabad, Telangana, India Frazier & Deeter Full time ₹ 12,00,000 - ₹ 24,00,000 per yearAbout Frazier & Deeter Frazier & Deeter (FD) is an award-winning accounting & advisory firm. FD and our family of brands serve clients worldwide, from the Fortune Global 500 companies to growing small businesses. Frazier & Deeter cultivates a growth mindset and instils in our people the belief that we must be adaptive and entrepreneurial, and we make a...
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▷ (High Salary) Relationship Manager
3 weeks ago
Bengaluru, India Square Yards Full timeJob Description This job is provided by apna.co Squareyards is a leading real estate platform looking to expand its team in Bangalore. We're seeking experienced professionals for the role of Relationship Managers (T0/T1) to drive business growth and excellence. Job Description - Relationship Managers (T0/T1): - Generate leads through cold calling and...
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Client Relationship Manager
7 days ago
hyderabad, India Cityindex Research And Advisory Private Limited Full timeCompany DescriptionA premier financial education platform helping individuals and professionals gain expertise in stock trading, derivatives, and NISM certifications.Role DescriptionThis is a full-time role for a Client Relationship Manager, based on-site in Hyderabad. The Client Relationship Manager will be responsible for building and maintaining long-term...