Search Results: 81,580 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...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience... ...company will be given. - Build up the sales funnel via Client Meetings or Virtual Presentations... ...in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket...
...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....
...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...
...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-...
...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...
...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...
...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...
...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...
...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...
...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...
...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...
...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...
...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...
...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...
...for achieving monthly & annual sales targets, as agreed. Ensure... ...implementation & execution of relationship management & investment advisory... .... Aim to balance NTB (New to Bank customers) with
increase penetration... ...measures.
Establish as a wealth management provider in India....
...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...
...Job Description : We are looking for a Sales Manager for India's Leading Life Insurance Company in Agency Vertical. Roles and Responsibility : - Identify and develop new business opportunities. - Establish connection, business relations to generate leads - Manage and maintain...
