Average salary: Rs546,499 /yearly
More statsSearch Results: 3,221 vacancies
...and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across... ...Summary
We are looking at expanding our Wealth RM team as we feel in the current regulatory... ...: Private Client Group - HNI Wealth Manager
Locations : Kolkata
Responsibilities...
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...
...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...
...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...
Rs 2 - 8 lakhs p.a.
...communication skills. Candidates should be good at relationship management and selling of financial products. Candidates should have good knowledge about financial products.
Wealth Management,Mutual Fund,HNI,Investment,B2B,SALES
Designation: Wealth Distribution Manager...
...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management'
. Managing PL of the Region and Building... .... Co Owning clients of the team
. Address HNI and ultra HNI clients for investment requirements, through...
...and balances on client accounts investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes
1.Manage security referential data within the client reporting systems, including security pricing and data integrity checks
2.Proactively manage...
...The candidate needs to have minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM and IRDA certified with... ...proven performer with excellent track record in retail and with HNI clients.
Should have ample experience handling banking products...
...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 relationships
and managing & retaining such relationships by delivering...
JOB PROFILE
Position
Relationship Manager
Location
Pan India
Reports to
Area Manager
Category
Institutional Sales... ...Insurance Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks)
Key Functional Competencies
Functional...
...Description
This is a full-time on-site role for a Relationship Manager located in Kolkata. The Relationship Manager will be responsible... ...services industry, with a focus on broking, distribution, or wealth management
Bachelor's degree. MBAs, CA, CA - Inter, CFA, etc will...
...JOB Role-
. Acquisition of HNI's only.
. Selling TPP and Generating Revenue.
. Building CASA book size.
Job Requirement... ....
. Should have some knowledge and experience in Portfolio Management.
. Should have some existing base of customer's
....
...on your support of their goals
4. Respect, that is earned, not demanded from your peers and manager
Compensation:
If you are the right fit, we believe in creating wealth for you
With enviable 500 mn+ registered users, 21 mn+ merchants and depth of data in our ecosystem...
...customer by providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers....
Rs 8 - 15 lakhs p.a.
...Duties & Responsibilities of Investment Manager:
? Understanding of Co.’s financial/investment goal and requirement.
? Building strong relationship with various Wealth Managers.
? Making informed financial recommendations and decisions related to investment &
fund...
...Tied Field Sales - Divisional Manager - L6/7 Experience- 8 to 15 years Location- Kolkata Must Have- - Good experience with Tied channel -... ...channel Roles and Responsibilities : 1. Develop a plan comprising; HNI prospects - Routine business (LA base, Activation, Case Rate and...
...Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Delhi/... ...PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets....
...Commercial and Residential Infrastructure Companies.
Approaching HNI Clients.
Approaching Fitness Clubs, Gyms, Big Clubs, Five Star... ...Parks.
BDM,Sales,Institutional Sales
Designation: Asst Business Development Manager
Vacancies: 1
Experience: 0 - 0...
...your own intellectual firepower.
Welcome to the relentless pursuit of better.
Inviting applications for the role of Assistant Manager / Manager, Model Development
In this role, you will be responsible for model development, implementation & documentation - for a...
Rs 6 - 8 lakhs p.a.
...Franchisee Manager
Job Description:-
# Generating revenue through wealth Broking and Assets products through Channel partners / POSP Associates / Franchisee .
# Generating revenue from existing channel partners is also desired.
# Preferring candidates having...
