RS 3,50,000 To 5,00,000 Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue Effectively profile Customers and provide financial products so as to meet customer needs Develop strategies to increase the client base ...
Key Skills : manager,general manager,wealth manager,wealth management
Talent Leads Hr Solutions Pvt Ltd
RS 20,00,000 To 30,00,000 Mumbai, Pune, delhi
Client Acquisition (Corporate/ HNI), Relationship Mgt, Acquisition of clients and maintaining relationships with key financial decision makers/promoters of corporate / institutions/ HNI Ensuring compliance with key regulatory requirements.
Key Skills : hni wealth management client acquisition,wealth management,wealth manager,vice president,client relationship management
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