Search Results: 21,882 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...
...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...
...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...
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...
...in the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)... ...Criteria - Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in...
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...
...Job - Senior Wealth Manager Title - Assistant Vice President
Jab- Full Time
Experience - 4 years in relevant Industry
Budget - 12 LPA
Qualification - Graduate/PG
Job Responsibilities
As a Wealth Manager you will play a crucial role in fostering and managing...
"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...
...- 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...
...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...
...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...
...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...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI clients
• Portfolio management
- Review individual... ...order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice
- Leverage...
...Accountable for achieving monthly & annual sales targets, as agreed.
Ensure proper implementation & execution of relationship management & investment advisory strategies.
Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased...
...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...
...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...
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...
