215 Financial Advisor Support jobs in India

Overview:

We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house stakeholders. You will collaborate closely with the marketing team, relationship managers, and subject matter experts to produce content.

Key Responsibilities:

• Content Creation: Develop compelling and informative content including brochures, social media posts, website copy, email campaigns and standard communications.
• Financial Insights: Translate complex financial concepts into clear, engaging content for a variety of audiences, from HNWIs (High-Net-Worth Individuals) to retail investors.
• Web Content: Regularly update website content to align with industry trends and company initiatives.
• Campaign Support: Work closely with the marketing and product teams to develop content for integrated marketing campaigns, including wealth management products & presentations.
• Compliance: Ensure all content meets regulatory requirements and is compliant with the firm’s legal and compliance standards.
• Market Research: Stay up to date on wealth management trends, financial market developments, and competitor activities to produce relevant and timely content.
• Collaboration: Partner with financial advisors, relationship managers, and business development teams to identify client needs and create targeted content that supports sales and client engagement.

Qualifications:

• Bachelor’s degree in Journalism, Communications, Finance, or a related field.
• 2+ years of experience in financial writing, preferably in wealth management, financial services, or fintech.
• Strong understanding of financial products, investment strategies, and wealth management services.
• Exceptional writing, editing, and proofreading skills.
• Familiarity with content management systems (CMS) and SEO best practices.
• Ability to translate complex financial concepts into easy-to-understand content.
• Experience with social media platforms, email marketing tools, and digital marketing strategies.
• Attention to detail and ability to work in a fast-paced environment with tight deadlines.
• Familiarity with financial regulations and compliance (preferred but not mandatory).

Company Description

Prosperity Services Kochi

Role Description

This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.  The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction.

Qualifications

• Demonstrated experience in sales and client relationship management
• Strong communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment
• Knowledge of financial services and products
• Analytical and problem-solving skills
• Bachelor's degree in Business Administration or related field
• Sales Experience in Financial Services Industry is a plus

• Develop and implement comprehensive financial plans for clients.
• Provide expert advice on investment strategies, retirement planning, and risk management.
• Analyze clients' financial situations and recommend suitable financial products.
• Build and maintain strong, long-term relationships with clients.
• Conduct regular reviews of client portfolios and adjust strategies as needed.
• Stay abreast of market trends, economic conditions, and regulatory changes.
• Ensure compliance with all industry regulations and company policies.
• Identify opportunities for new client acquisition and business development.
• Collaborate with internal specialists (e.g., estate planners, tax advisors) to provide holistic solutions.
• Maintain accurate client records and documentation.
• Educate clients on financial concepts and investment strategies.
• Achieve individual and team sales and service targets.

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum 5 years of experience in financial advisory, wealth management, or a related role.
• Relevant certifications such as CFP (Certified Financial Planner), CFA, or NISM certifications are highly preferred.
• Proven track record of managing a client portfolio and achieving financial goals.
• In-depth knowledge of financial markets, investment vehicles, and financial planning tools.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ethical conduct and commitment to a fiduciary standard.
• Ability to work independently and collaboratively in a hybrid work environment.
• Proficiency in financial planning software and CRM systems.

About Yubi Market

Yubi 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 our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.

About the role-

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following:

The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc

Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket

Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements

Domestic and international competitive intelligence

Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability

Determine ongoing product evolution/development priorities

Own the design of the client and advisor product experience

Develop business cases for new products or product enhancements

Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen

Manage key enterprise stakeholder relationships and product advisory groups

Ensure that product management function is audit-ready at all times

Executive and field presentation development to communicate product management strategy, key initiatives updates, etc.

Foster proactive and productive relationships with channel and support partners

Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace

Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams.

Requirements

Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products

Minimum 10+ years of experience in Product Management in Wealth Management Firm

Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business

Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions.

Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience.

Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority.

Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them

Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution

Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels

To ensure high quality launch materials, customer presentations and sales training.

Have a keen eye to track the latest offering and developments in the market and become a repository for market

• Develop and implement strategic asset allocation models for diverse client portfolios.
• Conduct thorough macroeconomic and market analysis to identify investment opportunities and risks.
• Construct and manage investment portfolios, ensuring alignment with client objectives and risk tolerance.
• Collaborate with financial advisors to present investment strategies and performance reviews to clients.
• Monitor portfolio performance and rebalance as necessary to achieve target returns.
• Research and evaluate various investment vehicles, including equities, fixed income, alternatives, and derivatives.
• Contribute to the development of proprietary investment research and thought leadership.
• Stay abreast of market trends, regulatory changes, and global economic developments.

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charter or progress towards it is highly preferred.
• Minimum of 7 years of experience in investment management, portfolio management, or investment strategy.
• Proven experience in asset allocation, risk management, and portfolio construction.
• Strong analytical and quantitative skills, with proficiency in financial modeling.
• Excellent communication, presentation, and interpersonal skills.
• Deep understanding of global financial markets and various asset classes.
• Ability to work effectively in a team-oriented, client-focused environment.

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade: VP/SVP

Location: Bengaluru

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC: Open up to 75 LPA

Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables

Critical

Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

Monitor financial market trends to ensure that client plans are responsive.

Must ensure the growth of AUM / Book Size

Responsible for achieving targets based on acquisition and revenue generation through investment products.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Routine

Analyse client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs of the customer.

Role Requirements

Educational Qualifications: Graduation / Post Graduation in any discipline

Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade: VP/SVP

Location: Chennai

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC: Open up to 75 LPA

Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables

1. Critical

• Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

1. Routine

• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Role Requirements

• Educational Qualifications: Graduation / Post Graduation in any discipline
• Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
• Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
• IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)