Investment Manager

5 days ago

Delhi Jaipur NCR Pune, India Sbicap Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities

A. Self-Sourced Investment Sales

  • Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels.
  • Conduct comprehensive financial assessments, risk profiling, and product suitability analysis.
  • Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid).
  • Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling

B. Dealer Support & Assisted Sales

  • Partner with broking dealers to identify clients with investment potential.
  • Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and closure
  • Help dealers structure investment pitches and provide technical support on product features, performance, and benefits
  • Track and report conversion rates, revenue contribution, and share of wallet expansion from assisted cases.

C. Dealer Training & Development

  • Organize regular in-branch and virtual training programs covering:
  • Product knowledge (MF, PMS, Bonds etc.)
  • Sales skill enhancement (prospecting, objection handling, closing techniques)
  • Market updates and tactical ideas
  • Develop easy-to-use sales pitches and FAQs for effective client closures.
  • Mentor and coach assigned dealers via field visits and feedback sessions.

Preferred candidate profile

  • 5-8 years in mutual fund sales, wealth advisory, or investment product distribution
  • NISM-Series V-A (Mutual Fund) and NISM XXI-A (PMS Distribution) Mandatory
  • Investment advisory, sales negotiation, training, MIS reporting, stakeholder management

  • Investment Expert

    1 week ago

    Ahmedabad, Delhi, Kolkata, NCR, India Nuvama Wealth & Investment Limited Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Key ResponsibilitiesMonitor global and domestic equity markets, trends, and economic developments and update the clients accordingly.Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons.Conduct timely meetings either in person or through virtual channel to provide market...

  • Investment Specialist

    1 day ago

    Chandigarh, Delhi, NCR, India JOBSNAVIGATOR Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Leading bank is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey.Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory servicesConduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market...

  • Relationship Manager in Stock Market

    5 days ago

    Delhi, Delhi, India CHANAKYA INVESTMENT Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionCHANAKYA INVESTMENT is a SEBI-registered advisory firm with over 11 years of experience in the Indian stock market. Utilizing one of the country's most advanced 24-screen trading setups and cutting-edge AI technology, we deliver timely, research-backed insights for confident trading and investing. Our dedicated team of over 20 experts...

  • Areas Sales Manager, Investments

    1 week ago

    Delhi, Jaipur, NCR, Vijayawada, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Position - Areas Sales Manager, Investments & Third Party Financial Products Distribution1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking.2) Team Leadership: Lead and manage a team of Asst ASMs RMs,...

  • Investment Expert

    3 weeks ago

    NCR, India Nuvama Asset Management Full time

    Key Responsibilities Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly. Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons. Conduct timely meetings either in person or through virtual channel to provide market...

  • Senior Investment Manager

    1 week ago

    Pune, Maharashtra, India Square Yards Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionSquare Yards is a full-stack proptech platform that covers the entire consumer journey, from search and discovery to transactions, mortgages, home furnishing, rentals, and property management. The company is building disruptive proprietary platforms for stakeholders like developers, financial institutions, and agents. Square Yards...

  • Investment Banking

    3 weeks ago

    Jaipur, India Stockwell Solar Services Pvt Ltd Full time

    Company Description Stockwell Solar Services Pvt Ltd (SSSPL), founded in 2017 by IITians, is a company specialising in Solar and BESS OPEX/RESCO business models, providing comprehensive solar solutions with over 100 MW of solar assets operational and more than 500 MW of projects under construction. How you will contribute: Working on equity/debt raise for...

  • Investment Banking

    1 week ago

    Jaipur, Rajasthan, India Stockwell Solar Services Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionStockwell Solar Services Pvt Ltd (SSSPL), founded in 2017 by IITians, is a company specialising in Solar and BESS OPEX/RESCO business models, providing comprehensive solar solutions with over 100 MW of solar assets operational and more than 500 MW of projects under construction.How you will contribute:Working on equity/debt raise for the...

  • Investment Associate

    2 weeks ago

    Delhi, Delhi, India Nam Securities Limited Full time

    Nam Securities Limited is a leading stock broking company dedicated to providing top-notch financial services and investment solutions to our clients. Our mission is to empower investors with the knowledge and tools they need to achieve their financial goals. We are looking for a highly skilled and motivated **Investment Associate** to join our dynamic team...

  • Manager Investment Banking

    4 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager-Investment Banking to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors...