...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...
...execution of product strategies through effective relationship management.
• Develop the client trust and loyalty for... ...Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
• Ensure complete knowledge of all products...
...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 Title: Wealth Management & Asset Management Experience: 11-15 years
Positions: 2 nos
Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida
Budget: 35L as CTC
Notice Period: within 45 days
Job Description: Wealth Management & Asset Management...
...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...
...This is the position with PCG vertical of IIFL securities ltd
Responsible to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking
Developing new product ideas to...
...HNI - Client Group
Kindly Share CV - with CTC / Expected CTC & NP
CTC + Incentive + Bonus ( Depends individually)
Privy Wealth - CTC 10 to 20 lkhs
BM - 20 to 22 lkhs + Variables + Bonus
Contact Person : Divya ,****@*****.***
Wassup Connect - 913...
...Job Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.
Business...
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...
...: sales, investment products, pcg, team handling, cluster, hni client, nri client
ROLES & RESPONSIBILITIES: -
* The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent...
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...
...cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from...
..., 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...
...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...
Rs 10 - 12 lakhs p.a.
...financial performance indicate a need for plan reassessment.
Manage client portfolios, keeping client plans up-to-date.
Contact clients... ...plans that include payoff priorities and timelines.
Wealth Management,Investment,Investment Advisor
Designation: Wealth Manger...
...Role : Wealth Manager Qualification : Graduate (MBA) 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 working) - Age Up to 40 Years Interview...
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...
Rs 10 - 12 lakhs p.a.
...objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to... ...should have good communication skills
Good experience in Wealth management.
Eligible Degrees
Master of Business Administration...
Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required
...Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 25. The client has 12 Lakh registered customers on their fintech platform...
...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...
...high-net-worth individuals to understand their financial goals and objectives.
To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
To conduct regular portfolio reviews and performance updates with...
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
...preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.
We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address client needs. Our core practice of fair dealing...
...Job Role:
Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients banking and... ...the candidate to be proficient in financial markets and wealth management .
Responsibilities :
Establishing and maintaining...
...that are designed to help our customers grow and protect their wealth. They understand that everyone's financial goals and needs are unique... ...that are tailored to each individual.
Job Description
Managing a team of Wealth Managers who interact with clients....
Job description
1.) Responsible for gathering and assessing data for industry stocks and bonds, developing forecasts, and providing sound investment advice that will lead to well-informed investment decisions.
2) Collecting and scrutinize financial data of companies.
...
...Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also...
...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...