Search Results: 13,133 vacancies
...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...
...the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
Rs 10 - 12 lakhs p.a.
...specific recommendations in such areas as cash management, insurance coverage other than investment... ...of information/documents required such as bank account records, income tax returns, life... ...skills
Good experience in Wealth management.
Eligible Degrees
Master...
...sign-up new customers and engage with them, through a pay-per-task model using up-skilled unemployed youth.
Role- Senior Sales Growth Manager - Banking & Financial Products
Location- Gurgaon, Haryana
Compensation Structure - 6 LPA - 12 LPA
Roles and Responsibilities...
...Job Title Wealth Manager- Financial Services (New Delhi) Skill required .
2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus....
Rs 5 - 13 lakhs p.a.
...in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ...clients.
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
~ Should have at least...
...Job description : - To ensure acquisition & value build of new to Bank Product/Program & Trade/Fx led CA customers in the branch in the identified segments. - To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through...
...We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.
Designation: - Sr. Manager /... ...Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products : Mutual...
...Company Description : Kotak Mahindra Bank : Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered... ...of personal finance, investment banking, life insurance, and wealth management Role Description : This is a full-time on-site role for a...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and... ...profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through...
...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...
...Roles & Responsibilities : - Relationship management of the premium customer segment of the Bank. - Generate new business to achieve defined sales targets across various Banking and wealth products. - Build and deepen relationships with existing Pioneer Customers to achieve...
...Overview:
We are seeking a highly skilled and experienced Manager to join our Banking & Treasury team. The Manager will be responsible for... ...risks and opportunities and make informed recommendations to senior management.
Manage foreign exchange exposure and currency...
...boarding and activating customers on digital platforms - Assist Senior Sales Manager in catchment mapping and branch scoping exercises - Provide... ...quality, HNI customers and build a strong visibility for IDFC First Bank. - Working on key central Initiatives and seeking regular...
Rs 2.5 - 3.5 lakhs p.a.
...is a key member of a team responsible for managing the Niva Bupa regional
Sales through the... ...escalations with in TATs
Support bank's sales force in terms of various activities... ...~ Relationship Management/ Investment & Wealth Advisory (Banks)
~ knowledge of insurance...
Rs 2 - 8 lakhs p.a.
...possess excellent communication skills. Candidates should be good at relationship management and selling of financial products. Candidates should have good knowledge about financial products.
Wealth Management,Mutual Fund,HNI,Investment,B2B,SALES
Designation: Wealth...
...Position Overview
Job Title: Sales Manager – Premium Banking
Location: New Delhi, 18 & 20 Kasturba GM
Role Description
Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful...
...The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate...
...-Experience of Financial Services Industry is must- About the Role: As a Business Development Manager, you will play a pivotal role in driving new business growth for our wealth and portfolio management services. You will be responsible for identifying and securing new client...