Average salary: Rs286,666 /yearly
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...of team handling experience. should have leadership experience of broking industry. 7-8 years of core Retail stock broking experience. Hni/UHNI client handling & cross selling. Interested candidate can send there updated resume on my mail id or WhatsApp me- (***) ***-**** (ref:...
...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... ...Primary Skills Required: - Wealth Management - Portfolio Management - HNI Client Handling - Lead Generation Key Responsibilities: -...
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...
...Roles & Responsibilities : - The Client Relationship Manager will be tasked with cultivating relationships with their current clientele (... ...development. Candidate profile : - Minimum 6 months experience in handling HNI Relationships, Sales & Financial Planning of HNI. - Clients from...
...- 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...
...individual customers' needs and financial status and propose protection plans that meet their criteria. - Work with clients to deliver risk management strategies that fit their risk profiles. - Report the progress of monthly/quarterly initiatives to stakeholders. - Maintain...
...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...
Education qualification : Any Graduate/PostGraduate. Key responsibilities: •As an Annuity Sales Representative, you will be responsible for promoting and selling annuity products to potential clients.
•Interact with potential clients to understand their financial goals ...
Description
Wealth RM
Skill
Relationship, Wealth, Manager, Mutual, Fund
Qualification
B.A
...Exciting Opportunity Alert! Are you a dynamic Relationship Manager ready to take the next step in your career? Join our team at one of the leading banks in Mumbai, where you'll thrive in our Branch Banking vertical! We're on the lookout for talented individuals who excel in...
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...
...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)...
Rs 6 - 12 lakhs p.a.
...Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients... ...Financial Advisory Services to the HNI Customers and offering Portfolio Investment... ...transaction maintenance.
It also includes use of Wealth management Application actively for...
...• Responsible for driving Mutual Fund Sales through Banks, IFAs, Wealth counters and National Distributors & Direct Clients
• Develop and... ...knowledge and relevant experience of the industry
• Must manage communication to convince within/ outside the firm to accept proposal...
...years of total work experience in sales to HNI Ultra HNI and NRI clients.
Must be... ...be accustomed to acquiring developing and managing clients.
Experienced to sell products... ...Knowledge Luxury Sales Financial Product Sales Wealth Manager Client Relations & Retention...
...Designation : Area Managing Partner Experience : 10+ years in Life Insurance & Agency is MUST KRAs: - End-to-end ownership for MP & AP performance... ...events and seminars on recruitment, awareness, customer events, HNI priority etc. - Grow the representation of advisors and BA's from...
Rs 4 - 6 lakhs p.a.
...Operational Expertise
Graduate, MBA or equivalent. Only from Banking, Broking, AMC, Wealth.
Benefits - Mediclaim (Group Policy)
sales ,stock market sales,Business Development,key account management
Designation: Key Account Manager
Vacancies: 18
Experience: 1.0 Year(s)...
...technology. Our twosided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt... ...Role:
We are seeking a skilled and experienced Engineering Manager to join our team. In this role you will be responsible for leading...
...To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
Liability Product selling, education on product features
Acquire new customers through referrals from existing customers who meet product criteria
Regular interaction...
...Role Details Key Account Manager : Responsible for managing existing customers of the bank as well as growing the base by acquiring new to... ...Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Job...
