Average salary: Rs461,614 /yearly
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...complex behavioral finance concepts using real-world examples and case studies.
Experience working as an investment consultant or wealth manager with a bank or AMC. Not just training but actual consulting in wealth
Certifications and Credentials:
Preferred...
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...
...Title: Wealth Manager Location: Delhi & Delhi NCR
Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking
CTC: Up to 1 lac per month
Experience: 5-15 Years
Notice Period - Immediate to 30 days
Roles & responsibilities
Acquiring...
1) candidate should have knowledge about financial industry i.e. STOCK/MF/PMS/AIF. 2) candidate should be extrovert with excellent communication skills.
3) candidate should be presentable and quick learner.
4) prior work experience in financial services is mandatory.
5...
...Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager
Location: Hyderabad
Who... ...create long term value for our clients and communities in the form of wealth creation through equity investments. Our vision is to be the...
Develop a client base of investors and manage relationships on a regular basis
Work closely with internal and external stakeholders to... ...for key account management and customer success specific to the
wealth clients of Leaf Round
Maintain a log of client concerns or...
...Job description : We need a motivated, results-driven Sales Manager to lead our sales department. The successful candidate will understand what motivates customers to buy and know how to tap into those needs and desires effectively. The Sales Manager will be responsible for...
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
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...
Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate... ...KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor
analysis...
...knowledge, digital operations services, and expertise in data, technology, and AI.
Inviting applications for the role of Manager/Sr. Manager, Wealth Management
In this role, you will be responsible for cash and position reconciliation where need to understand the recon...
...investment opportunities, asset allocation strategies, and risk management techniques.
2. Financial Plan Review and Tracking:
● Regularly... ...experience in finance, preferably in financial planning and wealth management.
● Hold a Certified Wealth Manager (CWM), Certified...
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.
...
...Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.
We...
...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...
...Position : Sales Growth Manager Location : Gujarat CTC : up to 4 LPA+ commission+ other benefits. - Manage channel partner business on a daily basis by visiting points of sales within a defined territory and meeting all concerned personnel to generate the targeted business...
...services for the corporate world. As one of India's leading HR management consultants, we are headquartered in Mumbai, India. Our mission... ...Role Description
This is a full-time on-site role for a Wealth Manager located in Thane. As a Wealth Manager, your day-to-day tasks...
...relationship with them - train, motivate, and advise a team of sales manager - Generate leads, and build and nurture client relationships -... ...working - 2 To 4 years of field sales experience (insurance or BFSI Sales) - Staying in the same city for more than 5 years good stability...
...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...
...training experts who support firms by creating, implementing, and managing employee training programmes. - They identify a company's needs,... ...years is necessary. - Additionally, two years of experience in the BFSI sector are required for senior-level positions. (ref:updazz.com)
