Average salary: Rs687,499 /yearly
More stats ...JOB: Wealth Management Trainee (Intern)
Location: Kolkata / WFH
Company: Delego Capital
Experience: None
About Us:
Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic...
Rs 10 - 12 lakhs p.a.
...financial performance indicate a need for plan reassessment.
Manage client portfolios, keeping client plans up-to-date.
Contact clients... ...plans that include payoff priorities and timelines.
Wealth Management,Investment,Investment Advisor
Designation: Wealth Manger...
...: sales, investment products, pcg, team handling, cluster, hni client, nri client
ROLES & RESPONSIBILITIES: -
* The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent...
...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...
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...
...An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role:
1)Financial Planning , Portfolio Strategy and Reporting
a. Assisting the RM in making of financial plans for clients keeping in mind
Client requirement...
Job Description:
Duties & Responsibilities of Investment Manager:
? Understanding of Co.’s financial/investment goal and requirement.
? Building strong relationship with various Wealth Managers.
? Making informed financial recommendations and decisions related to investment...
...yourself, and a better working world for all.
Tax Services Manager –EY - Private
Our EY tax practice is made up of a team of... ...accounting, financial accounting, taxation, trusts and estates, wealth planning and income taxation
Excellent client interaction skills...
...responsible for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering the best standards... ...Should have 35 Years of work experience preferably in Private Bank/Wealth Management set
up
Should have good vintage in their...
...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...
Rs 6 - 8 lakhs p.a.
...Franchisee Manager
Job Description:-
# Generating revenue through wealth Broking and Assets products through Channel partners / POSP Associates / Franchisee .
# Generating revenue from existing channel partners is also desired.
# Preferring candidates having...
...Location: South & Central Kolkata
Requirement:
The candidate needs to have minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM and IRDA certified with active certifications.
Minimum education qualification is graduation...
...One of the leading financial and investment experts in India and South-East Asia. A renowned name in Stock Broking and Private Wealth Management in India. RM - Relationship Manager - and Responsibilities : - Would be responsible for the acquisition of Demat Account and all...
...Knowledge - Have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds. Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals....
...Knowledge : Product Knowledge : In-depth understanding of Life Insurance, general insurance, fixed income, and mutual funds. Wealth/Portfolio Management : Assess client portfolios based on risk and reward preferences to help achieve financial goals. Financial Planning/...
...Manager - BFS036606
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value...
...Product Knowledge - Detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds. Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goal....
...We are looking for a Manager- Sales for the New Kolkata & North East location with experience in B2B Sales lab equipment and furniture or education industry to join our team. The ideal candidate will be responsible for creating a relationship with the client and maintaining...
...Position - Sales Manager Department - Sales
No. of vacancies - 1
Nature of job - Full-time
Location - West Bengal, India
Nature of Industry - Solar, Renewable Energy
About the Company - KSL Cleantech Ltd. is one of the largest and most experienced solar...
...virtual tours of venues and real-time availability of dates.
Role Description
This is a full-time on-site role for a Venue Manager located in Kolkata. As a Venue Manager, you will be responsible for managing day-to-day operations at our venues, including customer...
...Assistant Manager - BFS036604
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting...
...process and actively resolve client issues directly or through timely escalation to meet process SLAs.
Do
# Support process by managing transactions as per required quality standards
# Fielding all incoming help requests from clients via telephone and/or emails in a...
...team.
Any matter which may effect the interests of Novotel Kolkata Hotel and Residences should be brought to the attention of the Management.
Assist to identify the major facilities and security equipment requirements for the department and the property.
Provide...
...Job Title: Position: - Brand Manager D2C
Company Overview:
Shopperbeats, the fastest-growing ecommerce company based in Australia with an office in Vadodara, offers a diverse range of products spanning Home & Garden, Pet Supplies, Sporting and Fitness goods, Accessories...
Rs 22000 - Rs 35000 per month
Identify & recruit right quality advisors to build a strong advisor base.Provide assistance to advisors in lead generation, prospecting and business development.Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required...
...Join our team as an Event Manager ( Client Servicing )and bring your passion for creating unforgettable experiences! You'll oversee all aspects of events, managing budgets, vendors, and logistics while ensuring client objectives are met. We're looking for someone with exceptional...
...Assistant Manager - BFS036551
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting...
...Description
MANAGING TEAM AND DAY TO DAY WORK
Supervising and training team members
BUDGET MONITORING
BGT Preparation and monitoring
INTERNAL AUDIT
To ensure that system and porcess are adhered
Resolving queries of auditors
To liaison wit...
...Guiltfree, we are consistently making waves in the market, while continually growing the opportunities we offer our people.
Role – Sales Manager
Job Responsibilities:
~Serve as the primary point of contact for assigned client accounts, understanding their goals, needs,...
Rs 6 lakh p.a.
...Role
Your responsibilities will include:
Develop and implement production plans and strategies to meet organizational goals
Manage and oversee the production process, including scheduling, resource allocation, and quality assurance
Monitor and analyze production...