Average salary: Rs571,428 /yearly
More stats 1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio. 2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured...
...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...
...Job Title : Wealth Manager/Relationship Manager - Sales and Client Management- Location : Naraina, New Delhi Company Overview : Our client, a prominent independent wealth and financial advisory firm, is dedicated to guiding investors toward achieving their financial goals....
...1. To generate and execute the sale of real estate. 2. To develop the network with the Wealth Managers on a regular basis across Mumbai. 3. Effectively track the ongoing lead generation processes and ensure consistent improvement in client conversions. 4. Meet/Exceed the projected...
...team/individual business plans, defining sales goals, and ensuring that procedures and policies... ...role includes:
To Build Assets Under Management (AUM) through various Investment products... ...on a periodic basis
Manage Private Wealth, PMS, and AIF fund-related queries....
...Role : Sales Wealth Counselor (Pullback) Qualification : Graduate Location : Mumbai (Work from Office) Experience : Minimum 1.5 yrs to a Maximum of 4years in Sales(Inside Sales) Working Days : 6 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies...
...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...
...Daily productivity and Conversion goal as per the business requirements KPI
Requirements
• At least 2-3 years working in Hardcore Sales profile, Collections Background, Finance
Sales, Product cross-sell/up-sell experience from Telemarketing/Tele-calling in BPO...
...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...
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job Objective... ...Investment Fund (AIF) & Portfolio Management Services (PMS) sales through new customer acquisition, cross-selling, up-selling,...
Rs 35000 - Rs 45000 per month
...Overview
Gamut HR Solutions will help you find the right kind of job! Visit our website at
Job Overview
We are hiring a Wealth Manager with 1-3 years of experience for a Full-Time position in Hyderabad. Join Gamut HR Solutions, a company with 2-10 employees,...
Rs 500 per week
...importance to us.'
About Fincity
Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating... ...growth.
Key Requirements:
~3- 5 years of sales experience in institutional Sales, Retail Sales(IFA/ND Channel...
...TCS BPS IS HIRING!
JOB ROLE: Process Associate – Wealth Management
Location: Chennai
Job Requirement:
Any fulltime Graduate who has 3+ years of experience in Wealth Management Operations.
Willingness to work in UK shifts.
Mode of Salary credit should...
...Hiring For Wealth Management Experience : 4yrs
Salary : 14lpq-16lpa
Work Location :Mumbai hashtag
Notice Period : Immediate - 1mnth... ...in concept selling – financial & real estate products
Sales / Distribution experience in fintech/proptech start ups/firms/...
...Job Description Account Manager
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.
Role:
1)Financial Planning Portfolio Strategy and Reporting
a.Assisting the RM in making of financial plans for...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing... ...acquisition.
3.Coaching and Mentoring:
Coach and mentor the sales team, guiding them to achieve sales targets and professional...
**Job Description: Head of Private Wealth Group (PWG) / Zonal Head - Private Wealth Management**
**Location: ** Bangalore
**Reporting to: ** CEO / Head PWG
*... ...base and increase market share.
#### Marketing and Sales Strategy:
- Execute marketing and sales strategies...
...Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest... ...have experience of managing / acquiring wealth & HNI Customers. Required Profile : -... ...Years of experience handling Wealth Product Sales. - Any Graduate / Postgraduate with relevant...
...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...
...productivity and conversion goals as per business requirements (KPI). Requirements : Education : Graduate 1.5 to 4 years of experience in inside sales, preferably within a proactive telemarketing role. - Experience in the equity, BFSI, or finance sector is an added advantage. -...
...predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth Management division. This independent vertical will have its own structure and governing body, adhering to regulatory guidelines.
Head...
...wallet shares.
3. Customer Relationship Management:
Establish and nurture strong... ...services industry on the investments side – wealth or broking for a minimum of 5 years.
In... ...wealth management.
Strong communication sales and a track record of achieving targets and...
...of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA... ...long term value for our clients and communities in the form of wealth creation through equity investments. Our vision is to be the first...
...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...
...Job Title: Wealth Management & Asset Management Experience: 11-15 years
Positions: 2 nos
Work Location: Chennai / Hyderabad / Bengaluru... ...initiatives.
~ Should have a mix of Product / Solutioning / Pre-sales and services in Wealth & Asset Management / Financial services...
...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-...
Rs 6 - 10 lakhs p.a.
...Job Description of Wealth Manager (Sr. Assistant Manager / Manager)
Job Role:
The Wealth Manager specializing in HNI Client Acquisition... ...portfolios, providing high-quality customer
service, and achieving sales targets. This position involves comprehensive financial...
...private bankers with strong track record in managing UHNI clients in Mumbai.
Client Details... ...also experience new insights and ideas on wealth creation through our exclusive knowledge... ...stated by Group
Monitor and act on daily sales activity management information and other...
• 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...
...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; (...