Average salary: Rs450,000 /yearly
More stats ...We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a...
...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...
...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...
...strategies through effective relationship management.
• Develop the client trust and loyalty... ...through strict adherence to DBS sales process, timely risk reviews and exercising... ...portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with...
...mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with... ...volatile market cycles
Job Responsibilities:
Wealth Manager is responsible for addressing the various requirements of Ultra-high...
...Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth...
...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...
Rs 0.5 lakh p.a.
...Job role - Wealth Content Manager(Marketing) Job Location - Bangalore
Work mode - work from office
Working days - 5 days
Kindly Fill this Google From with your updated & correct details to help you profile get processed further:
Who are we:
Kuvera.in is...
...- 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 -...
...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; (...
..., adhering to policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Create and maintain specific business and marketing plan for existing/new customers...
...Mandatory:AMC + wealth management combo experience* team handling exp .
1. To manage a team of Team Leads, Relationship database, generation... ...volume and New client acquisition
4. To coach & mentor the sales team and lead them to achieve the targets
5. Take steps for...
Rs 3 - 8 lakhs p.a.
...Job Description: - Wealth Distribution (B2B)
The candidate will be responsible for expanding the B2B network for bonds, mutual funds... ...communication skills. Candidates should be good at relationship management and selling financial products. Candidates should have good...
...Job Description - Product Manager (Wealth Management) Experience - 9 to 15 years
Location - Electronic City, Bengaluru
~ Experience in Product Management from the Wealth Management and Capital Markets domains.
~ Solid understanding of entire Wealth Management...
...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...
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
...Job Description
As a Project Manager, you will participate in projects and provide support for various initiatives and any associated... ...a third party vendor.
Good knowledge of Client Operations in Wealth Management: Client Onboarding, KYC, Account Maintenance, Client Documentation...
...The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger... ..., exchange rates and various product offerings
Generates new sales leads for HNI customers through referrals from existing clients,...
...Department - PCG - Private Client Group
Designations - Manager, Sr. Manager, AVP
Role - Wealth Manager (HNI Clients)
Location - Chennai, Coimbatore, Hyderabad, Bangalore and Kolkata
CTC Offered - From 8 Lacs 18 Lacs
Minimum Exeperience Required - 4 Years - 15...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business. -... ...segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support....
...Job Description
As a Project Manager, you'll participate in projects and provide support for various initiatives and any associated business... ...an accommodation. About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...
...solutions, end to end testing and reconciliation
Collaboratively manage Sponsor/customer expectations, and interacting with sponsor on a... ...an accommodation. About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...
...Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and...
Specific Responsibilities: - On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like ...
...Job Title: Wealth RM with a leading Investment firm/ Wealth RM with a leading Investment Bank
Industry: Banking/ NBFC
Functional Area: Sales
No. of vacancies: 1
Experience: 2 yrs to 14 yrs
Annual CTC : 7- 20 LPA
Job Location : Mumbai, Bangalore, Pune...
...Job Description
As a Project/ Product Manager Vice President in Projects, you will gain an in-depth knowledge of all operational flows... ...plus
Experience/ knowledge of products/ processes within asset/wealth management would be of particular benefit
About Us
J.P. Morgan...
...Wealth Manager
Apply Now Refer Candidate Key Responsibilities:
~Own the affluent segment in the wealth space by on-boarding Burgundy... ...FTR for the location and Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation...
...for leading BANK & Non-Banking Financial Company (NBFC), they are expanding their team and currently have an exciting opening for a Wealth Manager.
Locations:- Mumbai, Delhi, Chennai, Bangalore, Pune, Ahmedabad, Surat, Noida, Gurgaon, Hyderabad, Kolkata
Role Overview: As...
...Urgent Vacancy With Leading Banks
Role - Wealth Relationship Manager
Locations - Bangalore
:
Relationship Manager the single point... ..., Remittances, etc
- Improve Customer Activation % by sale of defined hooks in the mapped portfolio
Interested Candidate...
...Client - Vacancy with leading banks
Role - Preferred/Imperia Relationship Manager
Location- Chennai, Bangalore, Hyderabad, Coimbatore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide...