1,148 Investment Advisor jobs in India
Investment Advisor
Posted 2 days ago
Job Viewed
Job Description
The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
Investment Advisor
Posted 2 days ago
Job Viewed
Job Description
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
Investment Advisor
Posted today
Job Viewed
Job Description
The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
Investment Advisor
Posted 1 day ago
Job Viewed
Job Description
The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
Investment Advisor
Posted today
Job Viewed
Job Description
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Deliver personalized investment solutions to help clients achieve their financial goals
- Strong understanding of the investment business
- Good interpersonal skills
**Salary**: ₹10,000.00 - ₹25,000.00 per month
Schedule:
- Day shift
**Speak with the employer**
+91
Investment Advisor
Posted today
Job Viewed
Job Description
Pay: ₹233,590.50 - ₹980,444.72 per year
Schedule:
- Flexible shift
Supplemental pay types:
- Performance bonus
**Experience**:
- total work: 7 years (required)
- Investment management: 1 year (required)
- Equity research: 1 year (required)
- Debt: 1 year (required)
- Alternative investment: 1 year (required)
- HNI Clients: 1 year (required)
- Wealth management: 1 year (required)
- Financial Statement Analysis: 1 year (required)
Investment Advisor
Posted today
Job Viewed
Job Description
**Responsibilities**:
1. Establish and nurture long-term relationships with clients, understanding their financial needs, goals, and risk tolerance.
2. Provide personalized investment advice, tailored to clients' objectives, by leveraging a strong understanding of financial markets, investment products, and risk management strategies.
3. Develop and implement comprehensive wealth management plans by analyzing clients' financial situations, including income, expenses, assets, and liabilities.
4. Offer guidance and recommendations on investment opportunities, portfolio allocations, and asset diversification while keeping abreast of market trends and economic indicators.
5. Monitor clients' investment portfolios on an ongoing basis, assessing performance, identifying necessary adjustments, and ensuring alignment with agreed-upon investment strategies.
6. Collaborate with internal teams, such as research analysts and product specialists, to stay updated on market developments, investment products, and regulatory changes.
7. Enhance client satisfaction by promptly addressing inquiries, concerns, and service requests, ensuring a high level of responsiveness and professionalism.
8. Continuously expand client relationships through proactive outreach, referral generation, and participation in company-sponsored events or networking activities.
9. Maintain accurate client records and ensure compliance with all applicable regulations and internal policies.
10. Stay informed about industry best practices, trends, and competitors to identify opportunities for improvement and innovative approaches.
**Requirements**:
1. Bachelor's degree in Finance, Business Administration, Economics, or a related field.
2. Proven experience as a Relationship Manager, Investment Counsellor, or similar role for 1 to 2 years.
3. Strong knowledge of financial markets, investment instruments, and wealth management strategies.
4. Excellent communication, interpersonal, and presentation skills, with the ability to build rapport with a diverse range of clients.
5. Analytical mindset with the ability to interpret complex financial data and make informed investment decisions.
6. Proficiency in financial software, CRM systems, and Microsoft Office Suite.
7. Sound understanding of relevant regulations, compliance requirements, and ethical standards governing the financial services industry.
8. Ability to prioritize tasks, manage time effectively, and work independently or within a team.
9. Professional certifications (e.g., CFA, CFP) or progress towards such certifications would be an asset.
10. Demonstrated commitment to continuous learning and professional development.
**Salary**: Up to ₹700,000.00 per year
**Benefits**:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Schedule:
- Day shift
- Weekend availability
Supplemental pay types:
- Commission pay
- Performance bonus
Ability to commute/relocate:
- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
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Investment Advisor
Posted today
Job Viewed
Job Description
**Job Location** - On-site, South Delhi
**Salary Range (Probation Period 3 Months)**
- INR 25,000-30,000 per month + Incentives
**Salary Range (Post-Probation Period)**
- INR 40,000-50,000 per month + Incentives
**Experience Required**
- Minimum 1-2 years (4 years max), preferably in sales and startups
**Responsibilities**
- Identify and reach out to potential angel investors.
- Develop and execute strategies to attract high-potential investors to our ventures.
- Build and manage investor communities, organizing networking events, webinars, and informational sessions.
- Ensure continuous communication and updates to our investor network, creating a sense of belonging and involvement.
- Present equity deal opportunities to potential investors.
- Work closely with internal teams to develop compelling investment pitches and materials.
- Track and analyze investor engagement and conversion metrics.
- Stay updated with the latest trends, tools, and strategies in the angel investment landscape.
- Collaborate with industry peers to exchange insights and best practices.
**Requirements/Qualifications**:
- Bachelor's degree in Business, Finance, or related field.
- 1+ years of experience in investment advisory, financial services, or a related role. Sales Experience is preferred.
- Strong network in the investment community.
- Excellent interpersonal and networking skills.
- Strong communication skills, both verbal and written.
- Keen on being in the Sales and Advisory profile.
- Ability to analyze and present investment opportunities effectively.
**Salary**: ₹25,000.00 - ₹50,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Kailash Colony, Delhi, Delhi (required)
Ability to Relocate:
- Kailash Colony, Delhi, Delhi: Relocate before starting work (required)
Work Location: In person
Investment Advisor
Posted today
Job Viewed
Job Description
**-Provide technical support and ad-hoc training to customers who use the company’s product, replying to inbound queries.**
**-Ensure customers remain satisfied with the product by educating them about functional capabilities and possible upgrades.**
**-Aid with the development and improvement of the product by gathering feedback to identify recurring issues and addressing these with the product manager.**
**-Maintain excellent service standards, going above and beyond to ensure customer satisfaction and retention Preferred.**
**Qualification: -Undergraduate courses (BCom, BBA, BBM, BA, B.Sc, MBA/ PGDM).**
**-50% cutoff - 10th, 12th and Graduation.**
**-No backlogs and Gap years during education**
**-Must be fluent in English and Hindi**
**Job Types**: Full-time, Permanent
**Salary**: ₹10,568.34 - ₹19,267.03 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
- Rotational shift
**Experience**:
- total work: 1 year (required)
**Language**:
- English (required)
Work Location: In person
**Speak with the employer**
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