Average salary: Rs786,170 /yearly
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Rs 10 lakh p.a.
...Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi,... ...with individual Clients
Experience in handling Ultra HNI Clients
Great communication & Interpersonal Skills
High Sales...
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... ...The Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the...
...opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to... ...1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from...
...Job Description:
We are looking at someone who can be the Manager for our Private Client Services Group and manage day to day compliance... ...with regards to US Federal & State Individual tax returns for HNI clients (1040), Trusts & Estate Tax Returns (1041s, 706, 709 etc....
...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 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...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current... ..., tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation 3....
Job description:
~Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial...
...advisory business. Your role will be to identify and handhold these HNI clients for all their financial services requirements at... ...development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written...
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
HNI SALES-MUMBAI
Skill
sales, hni sales, mutual funds, pms, wealth
Qualification
B.A
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation... ...products and services to its individual retail and HNI customers.
Role and Responsibilities:
Engage and build...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors... ...relations tactics. Wealth Manager Responsibilities: - Handling HNI/UHNI clients - Acquire the new customers as well as maintaining...
...Medi claim Incentives Travel Allowance Phone Allowance etc)
I: KEY RESPONSIBILITY AREAS:
A NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI
customers and advise them on various financial products and services offered by the
organization...
...- 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...
...Job Description
Job Description
This role is for an experienced audit professional to join the Asset and Wealth Management Business Audit Team reporting locally into Audit Manager or Director in India.
Job Summary
As a Senior Auditor in our Internal Audit group...
...keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/... ...Wealth Management. Key Responsibilities : - Monitor and address HNI clients banking and Investment requirements - Use financial acumen...
...- Responsible for including HNI customers into the Preferred programme and offering them a superior customer - Experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's ,retaining...
Rs 5 - 15 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...
Rs 15 - 16 lakhs p.a.
...clients with relevant information on the products and services offered by the company
7. Responsible to acquire new HNI Partner or Clients
8. Responsible to manage different offline events
HNI Clients,Client servicing,Client Queris,Broking
Designation: HNI Partners - TL...