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Colllege Road Andarliayan Galian

Green Park

Job Title: RELATIONSHIP MANAGER (Sales - Equity Advisory Products)
Salary: 25,000/- to 40,000/- per month (+INCENTIVES)
Location - Feroze Gandhi Market, Ludhiana (Punjab)
 
Company Overview:
At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and strategic investments. Our mission is to help clients achieve their financial goals through informed investment planning and personalized advisory services.

Job Summary:
The Equity Advisory Sales professional will be responsible for driving client engagement, growing equity assets under advisory, and delivering strategic market insights to institutional, HNI, and retail clients. This role combines sales, client relationship management, and market advisory functions to enhance client portfolios and achieve business growth targets.

Key Responsibilities: 
Build and maintain strong relationships with HNI clients and family offices.
Advise clients on equity investment strategies, portfolio positioning, and market opportunities.
Collaborate with research and portfolio management teams to deliver actionable equity ideas and insights.
Identify and onboard new clients while deepening relationships with existing ones.
Drive revenue growth through effective cross-selling and tailored investment solutions.
Conduct regular client meetings, presentations, and market reviews.
Stay updated with market trends, company earnings, and macroeconomic developments to provide informed recommendations.
Ensure compliance with internal policies and regulatory requirements in all client interactions.


Required Skills & Qualifications:
Bachelor’s degree in Finance, Economics, Business, or related field; MBA/CFA preferred.
3–7 years of experience in equity sales, investment advisory, or relationship management.
Strong understanding of equity markets, investment products, and portfolio management principles.
Excellent communication and presentation skills.
Proven ability to build client relationships and deliver revenue growth.
Analytical mindset with strong market awareness.
SEBI/NISM certifications (as applicable) preferred.

  
What We Offer:
Competitive compensation structure with performance-based incentives.
Opportunity to work with top-tier research and investment professionals.
Access to comprehensive market intelligence and investment tools.
Career growth opportunities within a dynamic, client-focused organization.


Interested Candidates can share their updated CV at careers@pawealth.in 


PA Wealth

Relationship Manager - Equity Advisory/Securities Market Sales

A C Guards

Liberty

Dear Candidates,

We are hiring for Housing Loans and LAP team for RM positions for Hyderabad location.

Please reach out to the mentioned number for interview.

Sudhakar: 8099976076


Jana Small Finance Bank

Relationship Manager-Housing Loans/LAP

I.I.T.Main Gate

Andheri

Extensive experience (5-8 years) in accounts - Bills Receivables, Follow up to parties for outstanding and same report to Management on weekly basis / credit & collections, preferably with 3-5 years in a supervisory/leadership role in said field.
Preparing a statement showing Ageing wise outstanding Report
Strong understanding of credit risk, accounting systems, MS Excel (advanced analytical skills).
Excellent negotiation and communication
Strong leadership ability, ability to drive change, and deliver under pressure in a fast-moving business environment.


Tegh Cables (India) Private Limited

Debtors Head

Chakkalakkal

Eramallur

Job  Description

Sales Executive/ Assistant Manager/ Deputy Manager- Insurance

Roles and Responsibilities :-
Research and source potential clients and build long-term relationships with them through bancassurance model.
Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products.
Advise clients on the insurance policies that best suit their needs and requirements.
Customize insurance programs to suit individual clients.
Deliver approved policies to new clients and explain benefits and risks of the policy
Handle renewing or amending of existing policies for clients.
Fill-out and submit applications, issue quotes, maintain client records and prepare reports.
Achievementof Business targets implementation of company policies.
Keep updated of industry and market trends and best practices.

Desired Candidate Profile :-
Candidate must be minimum 1 year of sales experience in Bancassurance or Insurance sector
Candidate must have excellent Marketing and Communication skills.
One should have good interpersonal skills and time management ability.
Candidate must be Graduate.
Preferably Male candidate



MUTHOOT INSURANCE BROKERS

Sales Manager

Rashtrapati Bhavan

Sohna Chowk Gurgaon


Make outbound calls to potential customers to explain and sell health insurance plans.
Understand customer needs, eligibility, and recommend suitable products.
Handle objections confidently and close sales with professional communication.



Rhp Consultant

Telesales Executive - Health Insurance

Subramanya Nagar

Kailasipalyam


 Agency Channel 

  ·   Recruit the agents and through them generate business by selling health products.
 
 
  · Recruit, train agents and generate business through them in the assigned
  region.
 
 
  · Responsible for licensing & tracking activation of the same regularly.
 
 
  · Interdepartmental Coordination with other departments such as U/W, Claims,
  & Operations.
 


Icici Lombard

Unit Sales Manager

Kodur

Eriyad

ANY SALES EXPERIENCED OR FRESHERS
AGE LIMIT 30
GRADUATION MANDATORY
MUST BE WILLING FOR FIELD SALES


M/S. Sunrise Management Consultants

Financial Service Manager

NSEZ Noida

We are pleased to inform you that you have been shortlisted for an interview at our company. Jagdambay Insurance Advisory Services is a trusted name in the insurance and financial advisory sector, dealing in all brands of Life Insurance, Health Insurance, Motor Insurance, and Mutual Funds.
Good communication skills (Hindi/English)
Enthusiastic and motivated individuals
Experienced candidates are welcome




Jagdambay Insurance Advisory Services

Insurance Manager

Ernakulam

M.G Road Gurgaon

Generate leads through market visits, references, and other channels.
Acquire and manage customers for NBFC and Home Loan products.
Conduct field sales activities to achieve assigned business targets.
Build and maintain long-term customer relationships for repeat and referral business.
Coordinate with internal teams for smooth loan processing and disbursement.



Veerwal Getwork Services Private Limited

Relationship Manager

HITEC City

Gamut Hr Solutions

Wealth Manager

Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

For more information call or Share your CV on WhatsApp : 6352491038 (HR Viram Goletar)

Job Description :

· Recruit the team of advisors.
· Train and motivate them.
· Guiding the Team to sell the products on the market.
· Driving sales through advisors, for the company.
· Team Management and team handling.

Required Candidate profile-
﻿
Experience : Minimum 2 year exp. of sales/Marketing
Graduation is mandatory
Good Communication skills
Candidate Must be Local
Age :- 21 to 40 Years

(Freshers Can not Apply)


Supro Info Solutions Private Limited

Sales Officer

Yeshwanthpura Market

Only graduates will be considered for this position; postgraduates are not eligible.

we are tied up 50 plus banks
we are doing loans
business loans
personal loans
home loans
mortgage loans


Shujeevan Fin Serve Private Limited

Loan Executive

Nai Duniya

AB Road

stock market company
working - algorithm software , advisory , broking firm
We are seeking a Stock Broker to manage client investments and execute buy/sell orders in the stock market. The role involves financial advisory, market analysis, and ensuring profitable investment decisions for clients.


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Banking Insurance Financial Services Jobs In Barabanki - 6365 Verified Vacancies

Relationship Manager - Equity Advisory/Securities Market Sales

Relationship Manager-Housing Loans/LAP

Debtors Head

Sales Manager

Telesales Executive - Health Insurance

Unit Sales Manager

Financial Service Manager

Insurance Manager

Sales Manager

Relationship Manager

Wealth Manager

Sales Officer

Loan Executive

Stock Broker