Average salary: Rs599,125 /yearly
More statsSearch Results: 11,849 vacancies
...- 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...
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...
...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...
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...
...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...
...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...
...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...
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...
...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...
...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...
...Hiring For Wealth Management Experience : 4yrs
Salary : 14lpq-16lpa
Work Location :Mumbai hashtag
Notice Period : Immediate - 1mnth
Skills Required : Acquire new HNI clients /Manage /Channel Partner(CP) acquisition:/ Relationship Management/Farming/Brand building...
...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...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
...Dear Applicants,
We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.
We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with...
...Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also...
Rs 6 - 10 lakhs p.a.
...Job Description of Wealth Manager (Sr. Assistant Manager / Manager)
Job Role:
The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible
for building and maintaining strong, long-term relationships with High Net Worth Individuals...
Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required
...tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.
Client Details
Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a... ...the development of existing and new Private Banking client relationships.
Manage a team of...
...execute the sale of real estate. 2. To develop the network with the Wealth Managers on a regular basis across Mumbai. 3. Effectively track the... ...groups including operational support, site visits, and banking assistance 7. Effectively track client follow-ups and implement...
