Average salary: Rs946,915 /yearly
More stats ...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...
...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/...
...Company Description : Kotak Mahindra Bank : Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered... ...of personal finance, investment banking, life insurance, and wealth management Role Description : This is a full-time on-site role for a...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance advisory platform looking... ...(yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients in wealth...
- Recruit quality advisors to build a strong advisor base. - Help advisors in lead generation, prospecting, and business development. - Ensure that advisors provide right financial solutions to customers. - Adhere to required business processes and norms. - Achieve the business...
...Job - Senior Wealth Manager Job Type- Full Time
Experience - 4 years in relevant Industry
Budget - 12 LPA
Qualification - Graduate... ...updates and performance reviews to clients.
3. Financial Product Sales:
• Promote and sell a variety of financial products,...
...business and revenue through Home Loan / LAP sales via channel partner/advisors/connectors & open market. - Effective liaison with banks/NBFCs for processing of loan cases. - Devise... ...skills - Strong team worker who can manage multiple stakeholders - Must be highly sales...
...boarding and activating customers on digital platforms - Assist Senior Sales Manager in catchment mapping and branch scoping exercises - Provide... ..., HNI customers and build a strong visibility for IDFC First Bank. - Working on key central Initiatives and seeking regular referrals...
...We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.
Designation: - Sr. Manager /... ...Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products : Mutual...
...acquiring deepening and upgrading all ETB and NTB relationships of the bank.Appropriately assess risk when business decisions are made ,... ...behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Create and maintain...
Rs 10 - 12 lakhs p.a.
...recommendations in such areas as cash management, insurance coverage other... .../documents required such as bank account records, income tax... ...new business to achieve defined sales targets
Provide... ...skills
Good experience in Wealth management.
Eligible Degrees...
...As a Select Relationship Manager, your role revolves around acquiring and managing high net... ...Identify opportunities for cross-selling various banking and financial products (e.g., family... ...effectively, maintaining a detailed Daily Sales Report (DSR) to monitor progress and follow...
...FD) by strengthening relationship with existing clients . - Sell bank products (e.g., Life Insurance, General Insurance, Home Loans,... ...banking products and operational processes. - Strong relationship management skills, with preference given to candidates who already possess...
...Sales Summary : We are seeking a dynamic and results-driven Sales Manager specializing in business loan products, including machinery loan, commercial loan, and Loan Against Property (LAP). The ideal candidate will be responsible for leading a team of sales professionals,...
...Job Title Wealth Manager- Financial Services (New Delhi) Skill required .
2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus....
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi... ...distributors in the assigned territory. 3) Develop and manage sales that provides an environment to grow the company's business. 4) To...
...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; (...
...Hiring For Branch Sales Manager It is a corporate agency tie up with Banks/NBFC/MFI. - Lead will be provided. - Educate the Customer about the product. - Cold calling to arrange meetings with potential customers to prospect for new business. - To close the leads provided by...
...Role and Responsibilities: As a Sales Manager , your main tasks include: Recruitment : Identifying and hiring talented life advisors or agents. Training : Providing comprehensive training and ongoing support to your team. Team Management : Motivating and managing your team...
...Sales Associate Our Client is an independent wealth and financial advisory firm with the sole objective of helping investors meet their financial aspirations... ...Networking skills and strong orientation towards customer management. - Ability to handle pressure in a dynamic...
Rs 5 - 13 lakhs p.a.
..., PMS & Structured products offerings.
Manage clients through client visits, suggest financial... ...have experience of managing / acquiring wealth & HNI Customers.
Required Profile:... ...of experience handling Wealth Product Sales.
~ Any Graduate / Post Graduate with relevant...
...: - Other duties may be assigned as business needs require : Required Candidate profile : The ideal candidate would : 1. Have managed Branch Banking for a Bank Before have Team Handling and leadership skills 2. Experience in cross selling products would be an added bonus (ref...
...Revenue Manager Candidates with : MBA -Sales and Marketing from a premier business school. Should have experience 4 to 6 yrs in B2B sales & Corporate... ...Experience in Corporate / Enterprise sales in industries like banking, It, fintech, media with exposure to high value deals....
...The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate...
...Relationship Manager Role & Responsibilities : - Getting/Maintaining new corporate relationship for the bank. - Providing customer solutions and corporate banking products. - Expand the bank's overall product suite. - Assessment of credit and risks associated with clients...
...Looking for an exciting opportunity to skyrocket your B2B sales career? We've got the perfect gig for you! Join our dynamic team and dive into a world of lucrative commissions and unparalleled growth potential. Our cutting-edge products have been meticulously crafted and rigorously...
...- Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. - Identify investment opportunities or strategies. - Identifying, calling and visiting potential clients from time to time to promote products. - Explain technical product, financial and service...
...Job description : - To ensure acquisition & value build of new to Bank Product/Program & Trade/Fx led CA customers in the branch in the identified... ...value segment through a superior customer experience. - Ensures Sales process adherence & desired productivity from Sales Officer -...
...Roles & Responsibilities : - Relationship management of the premium customer segment of the Bank. - Generate new business to achieve defined sales targets across various Banking and wealth products. - Build and deepen relationships with existing Pioneer Customers to achieve...
...Position: Area Sales Manager Location: Jaipur, Lucknow, Delhi, Varanasi, Kolkata CTC: Up to 4 to 6 LPA+ Incentives+ Bonus Job Description: - Putting together a team of highly driven financial consultants and advisors - Find potential clients, source them, and establish enduring...