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Last updated: 4 days ago

Investment Specialist - Bank

SkillventoryBangalore, India

₹2,600,000.00 yearly

About the Role : Skillventory Hiring for A leading private sector bank is seeking a dynamic "Investment Specialist" to support its Wealth ...Show moreLast updated: 5 days ago

Head - Sales - Bank

Kapil ConsultancyMumbai, India

Overview : The role focuses on establishing and nurturing relationships with Asset Managers, Investment Advisors, and Funds operating in or planning to set up in GIFT City.The primary goal...Show moreLast updated: 11 days ago

RBL Bank - Relationship Manager

RBL BankGujarat, India

Relationship Manager - Insignia Preferred Purpose : - To generate revenue, from sourcing new to bank relationships from identified verticals and by cross sel...Show moreLast updated: 6 days ago

Kotak Bank - Treasury Dealer

Kotak BankGujarat, India

Treasury Dealer Job Description : Liquidity Management : - Manage overnight liquidity; NOSTRO management<...Show moreLast updated: 30+ days ago

Yes Bank-Product Manager-Demat

Skill VentoryMumbai, IN

Identify new product opportunities, set up processes to streamline existing operations for Demat customers.Implement process revisions as per the regulatory circulars issued by SEBI & NSDL and othe...Show moreLast updated: 30+ days ago

Information Security Auditor

YES BANKIndia

The role holder is responsible for conducting audit of information systems (IS) in accordance with professional audit standards and international best practices in order to ensure statutory complia...Show moreLast updated: 30+ days ago

Promoted

Wealth Manager - Bank

LADDERUP WEALTH MANAGEMENT PVT LTDMumbai, India

Wealth Manager Client Relationship Management : Build and maintain strong, long-term relationships with high net w...Show moreLast updated: 30+ days ago

Regional Manager - Yes Bank Branch Banking

Tata AIA Life InsuranceNew Delhi

To closely workwith the supervisor to design sales strategies and initiatives that will causeimprovement ofsalesperformance acrossbusiness. TotraintheRelationshipManagersonPresentationand SellingSki...Show moreLast updated: 30+ days ago

Officer - Sales Bank

Paradise Placement ConsultancyBhadgaon Maharashtra, Maharashtra, India

₹60,000.00 monthly

Permanent on the rolls of theBANK.Officer Sales is an integral part of the banks front line sales force.The Job involves extensive traveling within the assigned area and conducting market / customer...Show moreLast updated: 24 days ago

Promoted

Yes Madam - Product Manager - Roadmap & Strategy

YesMadamNoida

Job Title : Product Manager (Customer App) Location : Noida, Sector-63 Experience : 2+ Years Notice Period : Immediate to 15 DaysShow moreLast updated: 6 days ago

Promoted

Branch Manager - Bank

ALK talent searchDelhi NCR, India

Key Responsibilities : - Manage all aspects of branch operations, including financial performance, operational efficiency, and compliance. Ensure the branch adheres to company po...Show moreLast updated: 30+ days ago

Promoted

Area Business Manager - Bank

Talent ProDelhi NCR, India

Key Responsibilities : - Strategic Sales Leadership - Develop and execute result-driven strategies to achieve sales targets while leading, mentoring, and empowering a ...Show moreLast updated: 30+ days ago

Promoted

Territory Manager - Bank / NBFC

IIFL FinanceGoa, India

Designation : Territory Manager.Experience : Minimum 6-8 Years of experience from Bank / NBFC and good knowledge of Gold Loan business. Experience from GL company will be an added advantage.Should- be ...Show moreLast updated: 30+ days ago

Promoted

Yes Bank - Credit Risk Modeler

Yes Bank LtdMumbai, India

Role Name : Credit Risk Modeler Candidate Profile : - Qualification MBA (Finance), preferably graduatio...Show moreLast updated: 4 days ago

Bank Dealer

Kotak Mahindra BankChandigarh, India

To ensure active management of clients & achieve the target active AUM.To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options.To provi...Show moreLast updated: 30+ days ago

Promoted

Yes Bank - Senior Manager / AVP - Risk Rating Unit

Yes BankNavi Mumbai, India

Job Description - Risk Rating Unit Role Team Member - Risk Rating & Compliance Role objective Centralized unit independently validating the ratings for...Show moreLast updated: 30+ days ago

Assistant-Bank

Jyoti Placements ServiceKollam, Kerala, IN

Scans and Uploads to G suiteFresh Application ProcessingRenewalsAccepting Maturity And Foreclose applicationsUpdating and maintain all registersDeposing Cash / Cheque to the bankCoordinating with mee...Show moreLast updated: 11 days ago

Associate Director - Bank Partnerships

Pine LabsIndia

We at Pine Labs are looking for those who share our core belief - "Every Day is Game day".We bring our best selves to work each day to realize our mission of enriching the world through the power o...Show moreLast updated: 16 days ago

Process Associate - Bank Reconciliations

ALLIADHyderabad, TS, IN

Full-time

Quick Apply

This role is to record bank transactions and reconciliation including documentation and matching with GL.Process Associate needs to perform day-to-day management of recoding entries, preparing reco...Show moreLast updated: 30+ days ago

Bank Audits

MPPS & CoMumbai, Maharashtra, India

Recommend process improvements for internal audit processes and procedures to improve internal controls.Execute audit independently and efficiently within defined targets.Identify risks and priorit...Show moreLast updated: 30+ days ago

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Investment Specialist - Bank

SkillventoryBangalore, India

5 days ago

Salary

₹2,600,000.00 yearly

Job description

About the Role :

Skillventory Hiring for A leading private sector bank is seeking a dynamic "Investment Specialist" to support its Wealth Management and Priority Banking teams in Bangalore. This is an individual contributor role, responsible for equipping Relationship Managers (RMs) with investment advisory expertise and directly engaging with high-net-worth clients to deliver tailored investment solutions.

Role : Investment Specialist (Investment Advisor)

Industry Type : Banking

Department : BFSI, Investments & Trading

Employment Type : Full Time, Permanent

Role Category : Trading, Asset & Wealth Any Graduate

PG : MBA / PGDM in Any Specialization

Key Responsibilities :

Guide and mentor RMs on investment advisory, asset allocation, and portfolio construction.
Participate in joint meetings with clients to understand financial goals and offer customized investment strategies.
Recommend a range of investment products including mutual funds, PMS, bonds, AIFs, and structured products.
Monitor client portfolios and recommend rebalancing strategies based on market dynamics and client objectives.
Keep RMs informed about market trends, new products, regulatory updates, and portfolio strategies.
Ensure strict adherence to internal policies and regulatory guidelines (SEBI, RBI, etc.).
Drive investment revenue growth through enhanced client engagement and asset penetration.

Key Skills and Competencies :

In-depth knowledge of investment products, capital markets, portfolio management, and asset classes.

Ability to coach and influence RMs toward a client-centric investment approach.

Strong communication, presentation, and relationship-building skills.

Analytical mindset for portfolio reviews and investment planning.

High client orientation and understanding of wealth management in Finance, Economics, Business Administration, or related fields.

Preferred Certifications :

NISM Series V-A (Mutual Fund Certification)

CFA, CFP, or similar investment-related 5 to 10 years of experience in investment advisory, wealth management, or related financial services.

Demonstrated success in client engagement, investment consulting, and supporting front-line Up to 26 LPA (based on current compensation and experience)

Attractive incentive structure linked to investment revenue

Additional perks : Home loan benefits, travel allowance, etc.

Age Limit :

WhatsApp your CV : +91 7489933146

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