Rs 10 lakh p.a.
...Hello,
Greetings from Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi
Role Expectations:
Acquire New To Company Customers through Bharti AXA Life’s...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.
Scope of Role
· Responsible to identify and cultivate prospects and/or client...
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 Management or Financial Advisory
Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies...
...InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and... ...story.
Role:
Serve as a trusted financial consultant to high-net-worth & ultra high-net-worth...
...clients
Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services... ...following:
~5-15 years of experience within private banking or wealth management
~ At least a bachelor's degree in economics/...
...Job Role: Private Wealth Manager Location : Mumbai
Responsibilities:
Sourcing of new clients : Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen...
...assisting seminars, workshops, and other business events.
· Be updated with the market trends.
· Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition or ticket MF Sales with exposure to HNI client management.
· Fostering...
...services firm that aims to be its clients 'Personal CFO' and help them manage their personal finances efficiently. The company prioritizes the... ...we continue to grow, we are seeking a dynamic and results-driven Wealth Management Sales professional to join our team.
Role...
...Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales...
...offerings, exceptional service capabilities and seamless claims process management. We are currently seeking passionate individuals who are eager... ...Job Title: Senior Manager - Private Client Group (Private Wealth Management)
Location: Lowerparel, Mumbai
Job...
~ Handling transactions and co-ordination with support staff for the same
~ Attending Seminar, Meetings organized by Mutual Fund Companies
~ Following up and tracking MIS of business
~ Complete Data analysis of investments, other industry information
~ Data Reconciliation...
...have knowledge of equity, stocks , CMS, SIP, mutual funds should have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients. Leads
of Affluent & Super Affluent client base from the...
...Senior Manager – Business Consulting (Wealth Management) - Mumbai
As a global leader in Business Consulting, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you training...
...Job Description
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior...
Rs 15 - 25 lakhs p.a.
...Business Development Manager - Wealth Management
This opportunity is for CA rank holders and Tier 1 Management Professionals only.
-... ...with top private banking and wealth management firm or big 4 consulting companies)
- A pleasing personality with a high degree of interpersonal...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range:... ...participation.
# Customer Experience Management
# Financial Consultancy
# Wealth Management
# Taxation
# Investments...
...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...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape.
Our vision is to...
...FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory... ...in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Our vision is to empower...
...multitask.
Thinker : Doer 40:60.
Number of Vacancy & ndash 8
insurance,business development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written communication,client acquisition,mutual funds...
...networks, etc.).
~ Strong visualization capabilities and technical expertise in data mining (SQL, Python, etc.).
~ Experience managing dynamic high-performance teams in a matrix organization.
~ Preferred Qualifications:
~ Understanding of Investment Management...
Nuvama Wealth is hiring for below positions for their Digital Business-
Job description
Roles and Responsibilities
- Catering to the... ...products, MF, Insurance, PMS & Structured products offerings
- Manage HNI & UHNI clients through client visits, suggest financial...
...your financial decisions so that you can live a life that you always desired.
Role Description
This is a full-time, on-site Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for managing clients' investments and creating customized financial...
...We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing...
...We are looking for Business Analyst - Wealth Management System for on of the leading company.
Years of Experience: 6+ Years
Location: Mumbai
Max CTC: 13 LPA
NP: Immediate to 15 days
Job Description:
Domain Skillset Required : Wealth Management System....
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation and a vast clientele base Zigsaw is dedicated to providing topnotch financial products and services to its individual retail...
Rs 2 - 4.2 lakhs p.a.
...Database Expansion: Grow the client database by prospecting new clients, leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in Finance/Marketing.
2. Should have experience working in Investment...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business. - Candidate would be responsible on for managing UNHI & HNI clients - wealth through financial investment and wealth management...
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 ...