Average salary: Rs571,428 /yearly
More stats ...Education qualification : Any Graduate/PostGraduate. Key responsibilities:
•As an Annuity Sales Representative, you will be responsible for promoting and selling annuity products to potential clients.
•Interact with potential clients to understand their financial goals...
...the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently... ...- Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in...
...knowledge of the client's investments. - Establish a pathway for sales growth via client meetings or virtual presentations. -... ...updated with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches... ...activity, products and services. - Attending and contributing at sales meetings. - Measuring customer satisfaction levels. - Answering...
...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 India's fastest growing new asset class/product which is being distributed by 3000 + PAN India Top MFD / IFAs; (...
...Greetings from TMI,
We have an excellent Opportunity with one of our Client for Wealth Manager -National Pension Scheme Annuity Channel.
Need Minimum 3 years of relevant experience in Nps Sales in Life insurance Company
DOB Max 37
Kindly share your Updated resume with...
Rs 10 lakh p.a.
...Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi,... ...:
Minimum 5years of experience in luxury / high ticket sales (Rs 10 lac & above deals) preferable with individual Clients...
Rs 10 - 12 lakhs p.a.
...specific recommendations in such areas as cash management, insurance coverage other than... ...Generate new business to achieve defined sales targets
Provide professional customer... ...communication skills
Good experience in Wealth management.
Eligible Degrees
Master...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth... ...pool of clients within the company will be given.
Build up the sales funnel via Client Meetings or Virtual Presentations to clients....
...Manager - Wealth - BFS035476
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients... ...and launching of new products
· Ensure that the product and sales materials are always updated and focused for the applicable presentation...
Manage customer’s issues on service or investment needs. Escalate if required. Probe and... ...Working with the Branch Heads to achieve sales & service through in-branch business
development... ...measures.
Establish Bank as a wealth management provider in India. Undertake frequent...
...- Acquiring & Nurturing B2B Relationships with MFDs, IFAs, Wealth Managers, Stock Brokers etc. and seeking out alliances which are relevant to... ...Dashboard, Internal processes, Product & selling - Preparing the sales plan for region - Planning awareness drive on Arthmate Direct -...
...Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere... ...:
International FinTech
Financial Services
Finance Sales Business Development
Structured Finance
Pensions...
...opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey... ...of clients within the company will be given.
2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients...
...Elite Relationship Manager Business Banking
KRAs:
Develops new and expands existing High Net worth Customer relationships for liabilities... ...the banking
relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Coordinates...
...Insurance & Structured products offerings.
Manage clients through client visits, suggest... ...should have experience of managing / acquiring wealth & HNI Customers.
Required Profile... ...Years of experience handling Wealth Product Sales.
Any Graduate / Post Graduate with...
...keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/... ...segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support. - As...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Manager Experience: 4 - 8 Years Education: MBA - Finance Locations: Across India Preferred...
...Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager
Who we are?
GA Group of... ...create long term value for our clients and communities in the form of wealth creation through equity investments. Our vision is to be the...
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
...- Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues... ...and growth. - Ensure ongoing self-development. - Manage the portfolio to de-risk against attrition and...
- Will be responsible for primarily selling Equity based investment products. - Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. - Responsible for achieving targets as assigned by the organization on a monthly ...
...Job Purpose
To deliver exceptional sales performance by identifying and meeting customer... ...all MNC Banks CBG products & services. To manage & maintain the highest customer... ...laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent...
...Wealth Counsellor Roles and Responsibilities : - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships Requirements : - College Degree - 3-...
Job description
1.) Responsible for gathering and assessing data for industry stocks and bonds, developing forecasts, and providing sound investment advice that will lead to well-informed investment decisions.
2) Collecting and scrutinize financial data of companies.
...
...Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru
WHY?
Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving...
...Roles: 1. Identifying customer needs. 2. Presenting products or services to customers 3. Closing sales 4. Maintaining customer relationships 5. Advising HNI clients - for equity & structured product-related queries. 6. Deliver quality solutions and services to clients. 7....
...seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions –...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their...