Average salary: Rs556,110 /yearly
More statsSearch Results: 11,457 vacancies
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job Objective:
To grow the business by achieving assigned Alternate Investment Fund (AIF) & Portfolio Management Services (PMS) sales through...
...Job Description Account Manager
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...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...
...objectives to improve wallet shares.
3. Customer Relationship Management:
Establish and nurture strong relationships with clients for... ...in the financial services industry on the investments side – wealth or broking for a minimum of 5 years.
In-depth knowledge of equity...
...Leadership Role-Intellect Design Arena
Position Title: Business Head
Domain-Wealth Management
Location: Mumbai
Reports To: CEO
Exp-20+
Wealth Management Products
Position Overview:
The Business Head, Wealth Products is responsible for driving revenue...
Job Description:
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)
Job Role:
The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible
for building and maintaining strong, long-term relationships with High Net...
1) Responsible for Sourcing New Clients and developing strong relationship with existing clients to Service them for their Equity, Debt & Derivative products portfolio. 2) Cross Selling of Investment products Like Mutual Fund, Insurance, PMS, AIF, NCDs, Fixed Income, Structured...
...HNI - Client Group
Kindly Share CV - with CTC / Expected CTC & NP
CTC + Incentive + Bonus ( Depends individually)
Privy Wealth - CTC 10 to 20 lkhs
BM - 20 to 22 lkhs + Variables + Bonus
Contact Person : Divya ,****@*****.***
Wassup Connect - 913...
...Dear Applicants,
We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.
We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred...
...are adhered to.
The role includes:
To Build Assets Under Management (AUM) through various Investment products
Generate revenue... ...transactions post Cash Flow analysis on a periodic basis
Manage Private Wealth, PMS, and AIF fund-related queries.
Ensure delivery of...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth Management or Financial Advisory Working Days : 5 Days working (wherein 4th & 5th Saturday is going to be working) - Age Up to 40 Years Interview...
...Profile - Wealth Partnerships KRA - 1. Service existing client base as per induction training and SOP 2. Acquire and service IFA's and B2B partnerships ( Wealth Managers / Wealth Fintech / Multi Family offices ) to distribute fixed income products 3. Acquire and service Alternate...
...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...
...high-net-worth individuals to understand their financial goals and objectives.
To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
To conduct regular portfolio reviews and performance updates with...
...1. To generate and execute the sale of real estate. 2. To develop the network with the Wealth Managers on a regular basis across Mumbai. 3. Effectively track the ongoing lead generation processes and ensure consistent improvement in client conversions. 4. Meet/Exceed the projected...
...Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.
Client Details
Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record...
Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required
...Currently we have an excellent opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to become a unicorn by 2024 25. The client has 12 Lakh registered customers on their fintech platform...
Rs 3 - 8 lakhs p.a.
...Job Description: - Wealth Distribution (B2B)
The candidate will be responsible for expanding the B2B network for bonds, mutual funds... ...communication skills. Candidates should be good at relationship management and selling financial products. Candidates should have good...
...Hiring For Wealth Management Experience : 4yrs
Salary : 14lpq-16lpa
Work Location :Mumbai hashtag
Notice Period : Immediate - 1mnth
Skills Required : Acquire new HNI clients /Manage /Channel Partner(CP) acquisition:/ Relationship Management/Farming/Brand building...
