Average salary: Rs687,347 /yearly
More statsSearch Results: 162,781 vacancies
...knowledge of the client's investments. - Establish a pathway for sales growth via client meetings or virtual presentations. -... ...with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with...
...core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently... ...- Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in wealth/...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches... ...activity, products and services. - Attending and contributing at sales meetings. - Measuring customer satisfaction levels. - Answering...
...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-...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their... ...in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance...
...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....
...The wealth advisor will have to undertake the following responsibilities... ...in such areas as cash management, insurance coverage other than... ...information/documents required such as bank account records, income tax... ...business to achieve defined sales targets - Provide professional...
...Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest... ...have experience of managing / acquiring wealth & HNI Customers. - Should have at least 4... ...of experience handling Wealth Product Sales. - Any Graduate / Postgraduate with relevant...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current... ...thereby building onto your own AUM and achieving sales targets 7. Adhere to all policies, framework designed and achieve...
...Urgent Vacancy With Leading Banks
Role - Wealth Relationship Manager
Locations - Bangalore
:
Relationship Manager the single point relationship... ...Remittances, etc
- Improve Customer Activation % by sale of defined hooks in the mapped portfolio
Interested...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio... ...Description: - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth...
...Client - Vacancy with leading banks
Role - Preferred/Imperia Relationship Manager
Location- Chennai, Bangalore, Hyderabad, Coimbatore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial...
...Hiring for leading BANK & Non-Banking Financial Company (NBFC), they are expanding their team and currently have an exciting opening for a Wealth Manager.
Locations:- Mumbai, Delhi, Chennai, Bangalore, Pune, Ahmedabad, Surat, Noida, Gurgaon, Hyderabad, Kolkata
Role Overview...
...rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with... ...experienced professional to join our team in the role of Project Manager.
In this role, you will:
Help teams to follow EPF (enhanced...
...the right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. - To be a one point contact for all his financial needs and services, thus enhancing current relationship value...
...We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for Indias Leading Bank.
Job Roles and Responsibilities... ...of experience in the Core Retail Liability Banking Sales with 1 to 5 Years in HNI Portfolio Management...
...RELATIONSHIP MANAGER - PIONEER PERSONAL BANKING
Grade Band Middle Management
Desired qualification Post... ...teams to generate wallet share across Wealth &
Liability products
To cross... ...Generate new business to achieve defined sales targets
Build and deepen...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience... ...company will be given.
Build up the sales funnel via Client Meetings or Virtual... ...in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket...
...Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile)... ...adopters of technology-driven wealth management solutions in the Indian financial... ...Description :
As the Virtual Wealth Sales Manager for our Financial Health Check-up...
...Regulated by the RBI. About LiquiLoans: LiquiLoans is one of the fastest growing company who wants to disrupt alternate fixed income B2B sales and grow + establish India's fastest growing new asset class/product which is being distributed by 3000 + PAN India Top MFD / IFAs; (...
