Shian Services Private Limited
RS 6,00,000 To 10,00,000 North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients Acquire preferred clients Provide financial planning services to all assigned clients Ensure client meetings as per defined norms Maintain record of business on internal software Lia...
Key Skills : relationship manager,business development,relationship management,portfolio management,wealth management
Eastern Financiers Limited
RS 3,00,000 To 8,00,000 South Delhi, Delhi
Responsibilities The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets.? To research, investigate a...
Key Skills : wealth management,insurance management,associate vice president
Shanvi Staffing and Training Services
RS 10,00,000 To 15,00,000 Delhi
The profile involves acquiring, growing and deepening HNI Banking customer relationships through effective relationship management. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance
Key Skills : relationship management,financial services executive,business development