Average salary: Rs741,499 /yearly
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...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment... ...products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services...
Rs 5 - 15 lakhs p.a.
...PMS & Structured products offerings.
Manage clients through client visits, suggest financial... ...have experience of managing / acquiring wealth & HNI Customers.
Required Profile:... ...with relevant Experience.
~Good relationship management and service focus skills.
~...
...knowledge, digital operations services, and expertise in data, technology, and AI.
Inviting applications for the role of Manager/Sr. Manager, Wealth Management
In this role, you will be responsible for cash and position reconciliation where need to understand the recon...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B... ...- Identifying, acquiring, developing and maintaining customer relationships. - Delivering excellent customer support. - Planning projects and...
...One or two industry domain knowledge Technical and Professional Requirements:
Primary skills:Financial Services Domain- Wealth Management
Desirables:Financial Services Domain- Wealth Management- Avaloq,Financial Services domain- Capital Markets (Murex/ Calypso/ Gloss...
...Job Description
We are hiring Relationship Manager for the Pune location and would require support in closing these at the earliest.
Note... ...and goal.
Providing end-to-end solutions for the clients wealth management needs.
Acquire new clients and Increase engagement...
...The wealth advisor will have to undertake the following responsibilities : - Prospect, acquire... ...recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client - Contact clients...
...experienced professional to join our team in the role of Project Manager.
In this role, you will:
Help teams to follow EPF (... ...productivity.
The role holder will build strong collaborative relationships with the technology value stream leads, India leads, Head of PPM...
"LiquiLoans | NDX p2p Pvt ltd" - Opportunity to work with India's fastest growing & Largest Profitable P2P NBFC Regulated by the RBI. About LiquiLoans: LiquiLoans is one of the fastest growing company who wants to disrupt alternate fixed income B2B sales and grow + establish...
...intellectual firepower.
Welcome to the relentless pursuit of better.
Inviting applications for the role of Senior Associate, Wealth Management
In this role, you will be to aid in the aggregation of Investment Portfolio Transaction & Position data for Investment Bank....
...Required Wealth Manager (Sr Manager)
Education: MBA
CTC: 12 lakh
Experience : 78 Yrs
Requirement:
Should have good knowledge of security market investment banking and
economy.
Should have good knowledge of Mutual Funds PMS AIF stocks derivatives
Banking...
ï'§ Will be responsible for primarily selling Equity based investment products.
ï'§ Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
ï'§ Responsible for achieving targets as assigned by the organization on...
...on consistent basis.
Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up.
# Key Stakeholder Management
Engage with IMDs in the city / region on a regular basis share business insights, growth plans and new products / schemes in...
• Recruit adviser
• Generate business through the advisers
• Lead the team of advisers
• Motivate them to achieve targets
• Provide training and guidance to them.
• Updated Resume
• Graduation Marksheet (Last Year/Last Semester)
• Aadhar Card (With Full Date of...
...Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.
For more information, please visit the Company's website a t
We...
...Job: Wealth Management Consultant
Location: Chennai, Pune
Experience: 5+ Years
Education: B.Tech/MBA(Preferred)
Domain Knowledge:
Experience in Wealth Management projects
Candidate should have knowledge and experience in broader Banking and Financial Services...
...and assisting you until the key handover of your dream house.
Role Description
This is a full-time on-site role for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, understanding their real estate needs and preferences...
...We are seeking a passionate and resultsoriented Preferred Relationship Manager to join our dynamic Retail Branch Banking team.
In this... ...ambitious but achievable sales goals for liabilities assets wealth management products and other relevant offerings.
Implement...
...technology, MortBuzz is here to support you on your journey to success.
Role Description
This is a full-time on-site role as a Relationship Manager at MortBuzz. As a Relationship Manager, you will be responsible for building and maintaining relationships with customers,...
...Processing - performs the important function of tracking the business-critical
activities and reporting the same as desired by the Management.
The position liaises with the back-end teams of Product to obtain updates / dump on
business and accordingly publishes MISs...