Rs 10 lakh p.a.
...Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai,... ...Minimum 5years of experience in luxury / high ticket sales (Rs 10 lac & above deals) preferable with individual Clients
Experience in...
...Retail Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing
in equities. The SWC/SSWC is responsible for interactions with potential customers over calls for most part...
Rs 10 - 12 lakhs p.a.
...Role: Wealth Counsellor Qualification: Graduate
Location: Mumbai (Work from Office)
Experience: Minimum 3 Years to Maximum 5 years of Experience in Sales
Working Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)
Interview...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
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 off, Subject to companies...
...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 every...
...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...
Description
WEALTH RM-KOLKATA
Skill
sales, mutual funds, relationship manager, investment products, IP
Qualification
B.A
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 ...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's.
Scope of Role
· Responsible to identify and cultivate prospects and/or client...
...Interaction (Sales)
Position: AVP SALES – Customer Interaction
Experience : 6 to 8 years required in handling Family offices and Wealth Counters
Location: MUMBAI
Reporting to: HEAD OF SALES
We are looking for an Individual Contributor to manage Family...
...Job Title: Private Wealth Management Expert – Fund Raise
Company: Integrow AMC
Location: BKC, Mumbai
Number of openings – 2
Designation – Manager /AVP
About Us:
Integrow AMC is a leading player in the asset management industry, specializing in managed...
...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 - 3-5...
Specific Responsibilities: - On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like ...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business. - Candidate would be responsible on for managing UNHI & HNI clients- wealth through financial advisory and wealth management...
...Job Description
Job Description
This role is for an experienced audit professional to join the Asset and Wealth Management Business Audit Team reporting locally into Audit Manager or Director in India.
Job Summary
As a Senior Auditor in our Internal Audit group,...
Job description:
~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...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...multitask.
Thinker : Doer 40:60.
Number of Vacancy & ndash 8
insurance,business development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written communication,client acquisition,mutual funds...
...We are looking for a banking candidate who would be keen on financial planning and advisory for one of the Boutique Wealth Management firm. - The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective...
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,s and PMS products.
Desired Experience & Exposure:-
Experience selling financial products through the IFA Channel / Sub broker network...
...our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth.
Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their...
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation and a vast clientele base Zigsaw is dedicated to providing topnotch financial products and services to its individual retail...
...Job Description
Associate Legal Counsel - Asset & Wealth Management Cross Border Team
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing...
...Roles & Responsibilities - Heading the product management for Wealth & Allied Products - Build new verticals for expanding business relationships to allied industries including but not limited to fixed deposits, insurance, wellness and mutual funds - Lead Digital Sales for...
...candidate
Revenue Generation:
1. Acquire retain and deepen portfolio to maximize sales performance to achieve
revenue targets through wealth management products real estate products asset
related products (secured unsecured) and any other products being offered by the...
...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 11 - 15 lakhs p.a.
...Debentures and other distributed products like AIF, PE, Structured products etc D:Knowledge on the Discretionary Portfolio Management System E:Wealth Management Core Functions Reporting Client, MIS, Regulatory, Fees calculatio Professional Attributes : a:Resource should have good...
...experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. The primary responsibility of this role is to cultivate strong relationships with NDs and wealth...
...We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for Indias Leading Bank.
Job Roles and Responsibilities:
Have good awareness of Corporates with entry point links in those corporates.
Good Communication...