Search Results: 18,524 vacancies
1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio. 2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured...
...- This role is for those who are working as wealth Rm and have a good knowledge in investment products and CASA. - This job is for Private Banks and carries a good budget of around 16L+ and offers grade promotion also. - Candidate can earn good amount of incentives if they...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth Management... ...- Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with exposure...
...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 managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a...
...Are you a sales enthusiast with a knack for understanding customer needs? We are seeking for a dynamic Wealth Counsellor to join our team in Mumbai! Qualification: Graduate Experience: 3-5 years in Sales Location: Mumbai (Work from Office) Working Days: 5 days a week with every...
...advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the... ...PROFILE - Candidate should have experience of managing / acquiring wealth & HNI Customers. - Should have at least 4 Years of experience handling...
...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 client...
Responsibilities : - Client Reactivation : Reach out to expired clients to renew their subscriptions and introduce relevant products aligned with their investment goals. - Opportunity Identification : Probe, identify, and create opportunities by engaging with existing customers...
...Wealth Counsellor Roles and Responsibilities : - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships Requirements : - College Degree - 3-5...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches. - Advising clients on profitable Investment opportunities for Equity, Commodity and currency products - Keeping in touch with customers...
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job Objective... ...Management:
· Proactively act on the active and passive lead bank generated through marketing campaigns to maximize conversions...
...Job Description Account Manager
An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.
Role:
1)Financial Planning... ...nonfinancial transactions (like change of bank mandate)
b. Filling up and executing...
...wallet shares.
3. Customer Relationship Management:
Establish and nurture strong... ...services industry on the investments side – wealth or broking for a minimum of 5 years.
In... ...Preference would be from top 20 brands in banking/ broking/ wealth management.
Strong communication...
Roles: 1. Identifying customer needs. 2. Presenting products or services to customers 3. Closing sales 4. Maintaining customer relationships 5. Advising HNI clients - for equity & structured product-related queries. 6. Deliver quality solutions and services to clients. 7. Constant...
...Intellect Design Arena
Position Title: Business Head
Domain-Wealth Management
Location: Mumbai
Reports To: CEO
Exp-20+
Wealth... ...knowledge of wealth management products and financial markets /banking industry
- Ability to drive innovation and manage change...
...Leading Bank in India Hiring Senior Wealth Manager/ Branch Manager
MUMBAI
Direct Interviews with Business
Profiling Customers and provide financial products to meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according...
...NP
CTC + Incentive + Bonus ( Depends individually)
Privy Wealth - CTC 10 to 20 lkhs
BM - 20 to 22 lkhs + Variables + Bonus... ...meet customer needs
Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs
Increase liabilities...
...rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with... ...Systems Engineering, and IT Infrastructure globally.
nstigate and manage initiatives to drive improvements to the Technology control environment...
...rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with... ...assigned and tracked to meet SLA.
Document incident and problem management reviews ensuring that all interested parties are invited to incident...
