Search Results: 14,702 vacancies
Rs 10 - 12 lakhs p.a.
...objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to... ...should have good communication skills
Good experience in Wealth management.
Eligible Degrees
Master of Business Administration...
Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate... ...KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor
analysis...
...Title: Wealth Manager Location: Delhi & Delhi NCR
Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking
CTC: Up to 1 lac per month
Experience: 5-15 Years
Notice Period - Immediate to 30 days
Roles & responsibilities
Acquiring...
...The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our... ...client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views and product suitability...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their...
...Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation...
Job Role:
. Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation.
. Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.
. Cross sell products and services...
...Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for...
"LiquiLoans | NDX p2p Pvt ltd" - Opportunity to work with India's fastest growing & Largest Profitable P2P NBFC 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...
...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...
...TechDev IT Solutions Pvt. Ltd. Location: Noida Sector 63
Monday to Friday
Working timing: stock market timings
Job Title: Wealth Manager/ Equity Advisor
Job Overview:
As an Wealth Manager, you will be responsible for providing strategic guidance and...
...Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and...
Rs 5.05 - 6.25 lakhs p.a.
...years old NBFC and specialises in providing need based Financial Solutions, helping clients protect & Grow their Wealth.
* This job is Responsible for Managing the Portfolio of Clients, Providing them Best Solutions & Services in various financial instruments eg Mutual Funds...
...- Acquiring & Nurturing B2B Relationships with MFDs, IFAs, Wealth Managers, Stock Brokers etc. and seeking out alliances which are relevant to what we do, venturing into uncharted territories and creating endless synergies in the B2B space (Individual Financial Advisors, Mutual...
...helping them achieve their business goals through cutting-edge technology and strategic guidance.
Role And Responsibilities
The Wealth Manager will play a crucial role in acquiring and managing High Net Worth Individuals (HNIs) and Ultra HNIs as clients. Some of the key...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Manager Experience: 4 - 8 Years Education: MBA - Finance Locations: Across India Preferred...
Rs 5 - 13 lakhs p.a.
...in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ...clients.
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
~ Should have at least...
Rs 10 lakh p.a.
...Designation: Manager/Senior Manager - Wealth Mgt( HNI Sales) JOB ROLE: - Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above) - Up-selling various financial investment products to HNI clients. - Creating more pool of HNI category of...
...Job Description
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior...
Rs 2 - 8 lakhs p.a.
...possess excellent communication skills. Candidates should be good at relationship management and selling of financial products. Candidates should have good knowledge about financial products.
Wealth Management,Mutual Fund,HNI,Investment,B2B,SALES
Designation: Wealth...
