Investment Portfolio Advisor/Wealth Management

3 days ago

Vadodara, Gujarat, India Sharekhan Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Position Purpose:

The Investment Portfolio Advisor will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities:

Direct Responsibilities-

  • Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
  • Build an incremental Systematic Investment Plan (SIP) book.
  • Drive new business development by activating/reactivating clients.
  • Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
  • Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

  • Acquire and activate new clients for asset collection.
  • Conduct 2-3 client meetings daily within the assigned territory.
  • Contribute to branch profitability through effective client engagement.

Key Requirements

  • Graduate in any stream with basic knowledge of financial markets.
  • Minimum 2 years experience in selling financial products and services.
  • Certifications- NISM VA (Mutual Funds)

How to Apply:

Interested candidates can apply through Naukri, email your resume to , or share your resume via WhatsApp

  • Financial portfolio manager

    21 hours ago

    Vadodara, Gujarat, India ICICI Prudential Life Insurance Company Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionICICI Prudential Life Insurance Company Limited (ICICI Prudential Life) is one of India's leading private sector life insurance companies. The company is dedicated to providing solutions that help secure families and achieve long-term financial goals through a range of products including term plans, wealth plans, child education plans, and...

  • Wealth Relationship Manager

    1 week ago

    Vadodara, Gujarat, India Axis Asset Management Co Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Relationship Manager – Wealth Job Description Job Title- Relationship Manager- Wealth Division & Department- Sales, Retail Sales Location- Mumbai, Delhi, Kolkata, Bangalore Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr...

  • Wealth Manager

    3 days ago

    Vadodara, Gujarat, India Talent Corner Hr Services Full time ₹ 8,33,333 - ₹ 25,00,000 per year

    We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profileStrong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM...

  • Relationship Manager

    7 days ago

    Vadodara, Gujarat, India Khushi Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

  • Relationship Manager

    24 hours ago

    Vadodara, Gujarat, India SAFEinvest Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesProvide financial advisory services, including investment advisory, portfolio management, and wealth management.Maintain accurate records of client interactions, sales activities, and performance reports.

  • Relationship Wealth Manager-

    1 day ago

    Vadodara, Gujarat, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

  • Branch Head

    7 days ago

    Vadodara, Gujarat, India Yubi Markets Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About YubiYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed...

  • Investment Specialist

    2 weeks ago

    Vadodara, Gujarat, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Investment Counsellor - Branch Banking-BRANCH BANKING-Investment Counselors JOB DESCRIPTION ROLE: Investment Specialist – Branch Banking - Sales Grade: M1 – Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION: Branch Banking-Sales SEGMENT: CONSUMER BANK LOCATION: JOB DESCRIPTION Job Role• Manage financial planning...

  • Insurance Financial Advisor

    2 weeks ago

    Vadodara, Gujarat, India LIC Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    A career as an Insurance Advisor in LIC of India (Life Insurance Corporation of India) can be both professionally rewarding and personally fulfilling, especially for individuals with good people skills, self-motivation, and a strong work ethic. Below is a comprehensive overview of the career: What is an Insurance Advisor in LIC?An Insurance Advisor (also...

  • Cluster Manager/Team Leader HNI Sales, Stock

    5 days ago

    Vadodara, Gujarat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.The Cluster Manager will be responsible for handling team thereby helping and...