Average salary: Rs286,666 /yearly
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...Company Description
Fisdom Private Wealth is a new age Fintech, India's leading wealth-tech company. The company employs a 'Phygital... ...technology platform, supported by dedicated and experienced wealth managers. For more insight zoom into at
Role Description
This...
...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...
...- 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 advisory and wealth management...
Rs 3 - 13 lakhs p.a.
...Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ....
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
~ Should have at least 4...
As a Wealth Manager, you will be responsible for building, owning, and managing relationships with
investors looking to invest in financial securities.
Key Responsibilities
Financial Planning and Portfolio Services
Responsible for end to end client management by...
...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 and...
...Primary Job Responsibilities
Acquisition of HNI & amp Ultra HNI clients with primary focus on generation of broking revenue through... ....
Recruit Train & amp Retain Team members - HNI Relationship Managers and HNI Advisors for the stated
HNI desk.
Managing new and...
Current Account RM will be responsible for
ï'·Acquisition of new Business Entity customers and creating CA Book
ï'·Management of Acquired Current Account customers
ï'·Enhancement of the relationship by cross-selling products and services as per the profile & need of...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Manager Experience: 4 - 8 Years Education: MBA - Finance Locations: Across India Preferred...
...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...
...Hiring for Sales (HNI and UHNI) with leading AMC - Ahmedabad Company: Leading Asset Management Company. Job role: Sales ( to HNI and UHNI). Location: Ahmedabad Basic Job Description: - Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI)...
Job Description
Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency
Responsible for sales of other wealth Products like: Mutual Funds, PMS &&nb
Job Description:- Head - Wealth B2B
The candidate will be responsible for expanding B2B network for bonds, mutual fund and
portfolio management services (PMS) products. Along with B2B network, candidate will
also be responsible for on boarding direct clients (B2C)....
CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,Ahmedabad
Ahmedabad, Gurgaon, Mumbai
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CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledge
Financial Analysis and risk management knowledge
Communication and presentation...
...join us for an in-person meeting if you have 3-10 years of experience in the following skill sets:
1065 Federal
1120 Federal
1040 HNI
1065 SALT
1120 SALT
1040 Expat
Come meet the team at -
BDO RISE Pvt Ltd. Office 704 to 708, 7th floor Shapath 5, S.G. Road...
...SALES SALES SUPERSTARS / SALES MANAGERS ( ENTRY LEVEL)
SUPER ENTHUSIATIC AND PASSIONATE APPROACH TOWRADS LUXURY CARS IS MUST
v To Lead... ...And Qualifications
v Graduate with 1-3 years of High Ticket and HNI Accounts handling
v
v Excellent presentation and dynamic...
...Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a... ...The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and...
...a highly motivated Portfolio Relationship Manager in the Branch Banking Department for Indias... ...where RM need to manage a portfolio of HNI Clients and provide a banking products solution... ....
Provide expert financial advice on wealth management investments and risk management...
...Job Description
POSITION Sr. Manager / Chief Manager
DESIGNATION Sr. Manager / Chief Manager
POSITION GRADE L4/L5
DEPARTMENT Alternate
SUB DEPARTMENT Wealth Channel
REPORTING POSITION Deputy Vice President
OBJECTIVE OF THE ROLE
Primarily responsible...
Relationship Manager Branch Manager Location Mumbai, Anand, Nadiad, Vadodara, Ahmedabad, Vapi, Surat, Borsad, Bharuch, Patna, Aurangabad,... ...them to make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible...
