Search Results: 19,963 vacancies
...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...
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...
...Position - Wealth Manager Location- Gurgaon
Notice Period- Max 30 Days
Roles and Responsibilities:
Build and maintain strong relationships with client to understand their financial
goals, risk tolerance, and investment preferences.
Identify and pursue opportunities...
We have openings for Wealth Manager
location: Delhi
Exp: 2 - 6 years
Salary: 8 - 13l
Duties:
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales...
"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...
...to Customer Needs.
Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
Address HNI clients for investment requirements, through exclusive product bouquet and superior...
...- 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...
...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...
...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...
Rs 8 - 9 lakhs p.a.
...Staffing & Recruiting industry. Join us on the journey to digital excellence where success knows no bounds.
Job Overview
Wealth Manager with 1-3 years of experience, located in Gurgaon. Full-Time employment offering. Join a dynamic company that elevates digital...
...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...
...As we are now evaluating potential candidates with various positions for advancing Capital Wealth Management. While this individual must be sufficiently capable with their skills and expertise in performing certain tasks adequately. Where this person must be satisfactory in...
...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...
...personalized guidance, address their queries, and assist them in grasping fundamental concepts of trading. 2. Curriculum Enhancement : Create & manage with the curriculum development team to refine and enhance the course content. Share insights from your trading experience to ensure...
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...
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...
CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,Ahmedabad
Ahmedabad, Gurgaon, Mumbai
Share
RSS Feed
CRM/ BDM Manager For Wealth Management Gurgaon,Mumbai,AhmedabadFinancial Markets product knowledge
Financial Analysis and risk management knowledge
Communication...
...Job Description
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management'
. Managing PL of the Region and Building up Market Share
. Owning and Establishing Tata Capital...
