Average salary: Rs806,171 /yearly
More statsSearch Results: 11,473 vacancies
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...
...- This role is for those who are working as wealth Rm and have a good knowledge in investment products and CASA. - This job is for Private Banks and carries a good budget of around 16L+ and offers grade promotion also. - Candidate can earn good amount of incentives if they...
...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...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth Management... ...- Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with exposure...
...Leading Bank in India Hiring Senior Wealth Manager/ Branch Manager
MUMBAI
Direct Interviews with Business
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according...
...Are you a sales enthusiast with a knack for understanding customer needs? We are seeking for a dynamic Wealth Counsellor to join our team in Mumbai! Qualification: Graduate Experience: 3-5 years in Sales Location: Mumbai (Work from Office) Working Days: 5 days a week with every...
Responsibilities : - Client Reactivation : Reach out to expired clients to renew their subscriptions and introduce relevant products aligned with their investment goals. - Opportunity Identification : Probe, identify, and create opportunities by engaging with existing customers...
...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 - 3-5...
Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job Objective... ...Management:
· Proactively act on the active and passive lead bank generated through marketing campaigns to maximize conversions...
...Hiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years +
Mode- WFO- 5 days... ...role includes:
To Build Assets Under Management (AUM) through various Investment products... ...analysis on a periodic basis
Manage Private Wealth, PMS, and AIF fund-related queries....
...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... ...nonfinancial transactions (like change of bank mandate)
b. Filling up and executing...
...Position Title: Business Head
Domain-Wealth Management
Location: Mumbai
Reports To: CEO... ...and Sales functions respectively.
This senior leadership role involves strategic planning... ...products and financial markets /banking industry
- Ability to drive innovation...
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. Constant...
...bankers with strong track record in managing UHNI clients in Mumbai.
Client... ...new insights and ideas on wealth creation through our exclusive knowledge... ...of existing and new Private Banking client relationships
Manage a team of senior RMs catering to UHNI clients
Complete...
...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... ...Preference would be from top 20 brands in banking/ broking/ wealth management.
Strong communication...
...NP
CTC + Incentive + Bonus ( Depends individually)
Privy Wealth - CTC 10 to 20 lkhs
BM - 20 to 22 lkhs + Variables + Bonus... ...meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
Increase liabilities...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
...Hiring For Wealth Management Experience : 4yrs
Salary : 14lpq-16lpa
Work Location :Mumbai hashtag
Notice Period : Immediate - 1mnth
Skills Required : Acquire new HNI clients /Manage /Channel Partner(CP) acquisition:/ Relationship Management/Farming/Brand building...
