
Investment Portfolio Advisor
1 week ago
Job Description
Position Purpose:
Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual)
Direct Responsibilities
- • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.
- • Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
- • Create an incremental SIP Book
- • Will be responsible for achieving New Business development targets by reactivating / activating new clients.
- • Ensure all clients are met on a regular basis.
- Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.
Contributing Responsibilities
- • To acquire new clients and activate them with asset collection.
- • Ensure 2-3 client meetings are done per day within your territory.
-
Investment Portfolio Manager
2 weeks ago
Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,80,000 - ₹ 2,60,000Job Title: Investment Portfolio ManagerThis is a full-time, on-site role for an investment portfolio manager located in Mumbai. The responsibilities include executing trades on the stock market, managing equity portfolios, and monitoring market trends.ResponsibilitiesExecuting trades on the stock market with precision and speed.Managing equity portfolios to...
-
Expert Investment Advisor
2 weeks ago
Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000Investment Analyst Role OverviewWe are seeking a talented and motivated individual to fill an Investment Analyst role. This is an excellent opportunity for a self-driven, financially skilled professional with an eye for investment advisory.Key Responsibilities:Learn about client interaction and investment strategies.Assist in preparing pitch books and...
-
Equity Advisor
2 days ago
Chennai, Tamil Nadu, India KYNG Capital Management Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...
-
Equity Advisor
17 hours ago
Chennai, India KYNG Capital Management Full timeCompany Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients. Role...
-
Investment Portfolio Manager Role
1 week ago
Madurai, Tamil Nadu, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000Fixed Income Portfolio ManagerAbout this opportunityWe are seeking a talented individual to work on practical assignments associated with fixed income investment and analysis with simulations in:Fixed Income Analysis & Valuation:Calculate Yield to Maturity (YTM) and assess returns on different types of fixed-income securities.Determine Present Value (PV) of...
-
Equity Advisor
13 hours ago
Chennai, India KYNG Capital Management Full timeCompany Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients. Role...
-
Equity Advisor
21 hours ago
Chennai, India KYNG Capital Management Full timeCompany DescriptionKYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients.Role DescriptionThis...
-
Equity Advisor
14 hours ago
Chennai, India KYNG Capital Management Full timeCompany Description KYNG Capital Management is a Portfolio Management Company that defies the consensus with rational and simplified investment decisions. We focus on unique investment approaches that set us apart in the industry. Our commitment to innovation and excellence allows us to deliver superior financial solutions to our clients. Role Description ...
-
Investment Strategist
1 week ago
Coimbatore, Chennai, India beBeeEquity Full time ₹ 15,00,000 - ₹ 28,00,000Job Title: Equity AdvisorThe role of an Equity Advisor is a challenging yet rewarding position that requires individuals to utilize their knowledge and expertise in investment markets.An Equity Advisor is responsible for providing expert guidance to clients on various equity and derivative market products, including stocks, bonds, and other financial...
-
Investment Advisory Portfolio Manager
2 weeks ago
Chennai, Tamil Nadu, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 20,00,000Portfolio Management InternshipWe are seeking a highly motivated and detail-oriented Portfolio Management intern to join our team. The ideal candidate will have strong analytical and financial skills, with excellent communication and problem-solving abilities.This internship provides an opportunity to gain hands-on experience in investment advisory,...