Posted on 28 days ago
Bhatia Consultancy Services
RS 1,25,000 To 3,00,000 Ludhiana
Job Title: Wealth Managers (sales) experience Required: 1- 4 Years job Location: Ludhiana qualification: MBA/ PGDM Finance & Marketing preference: Broking/ Mutual Fund/equity Advisor - Relationship/ Wealth Managers job Profile of Wealth Man...
Key Skills : Wealth Manager,Relationship Management,Finance Manager
Job Store Consulting
RS 3,75,000 To 6,50,000 Coimbatore, Madurai
Experience: 3+ Years domain: wealth management (mutual funds and insurance) industry - Banking or NBFC sectors
Key Skills : Wealth Management,Relationship Manager
RS 1,00,000 To 1,75,000 Ahmedabad, Ahmedabad Cantonment
- Achieving the Business Targets Assigned in Terms Of, Generating Revenue, Acquiring Clients, Enhancing and Upgrading the Client Relationships - Profiling Customers and Suggesting Financial Products to Meet Customer Needs as per Their Risk Appetite...
Key Skills : Wealth Management,HNI,Mutual Funds,Trading,Demat Accounts,Direct Selling,Sales,Business
Mansarovar Consultancy Services
RS 3,00,000 To 3,50,000 Mumbai
Roles and Responsibilities of the position 1. To do the entire portfolio management of the client. 2. Performing need analysis of the client\'s requirement and doing their financial planning / wealth management. 3. Managing and improving ...
Key Skills : mba,customer relationship,financial planning,wealth management
K D Groups
RS 3,00,000 To 6,00,000 Gurgaon
ProcessTo formulate sales strategies to acquire new retail clients for increasing client base To do portfolio review of existing clients To prepare & implement Financial assessment of clients To assess the portfolio risk according to changin...
Key Skills : Management,Mutual Funds,Client Servicing,After Sales Service,Advisory,Services,Financial planning & Wealth
People Search Junction
RS 3,00,000 To 6,00,000 Bangalore
Designation: Relationship manager - Alternate Channel(AMC,Mutual Fund) Location: Bangalore Experience: Above 5 years experience in Selling of Mutual Fund, Experience in dealing with HNIs/ SME Corporate/ Charitable trust. Salary: Based upon Exper...
Key Skills : Mutual Funds Sales,Commercial Banking,Pms,Wealth Management,Relationship Manager
RS 1,25,000 To 3,25,000 Ahmedabad
responsible to manage sales & expansion leading sales team selling investment product like Demat A/c Maintaining client relationship
Key Skills : Sales,Relationship Manager Wealth Management,marketing
Guru Placement Division
RS 2,75,000 To 3,25,000 Jaipur
Customer service managers ensure that the needs of customers are being satisfied. Their aim is to provide excellent customer service and to promote this idea throughout the organisation they work for.managing a team of customer services staff..
Key Skills : Customer Relationship Manager,Customer Service Management,Client Servicing Wealth Management
RS 2,75,000 To 3,00,000 Chandigarh, Jalandhar, Ludhiana
Advise the clients for Portfolio management in terms of their financial requirement * To cross sell financial products like Life Insurance, General Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc. * Take care of investment prospect...
Key Skills : Insurance Management,Customer Relationship Manager,Client Support Executive
Finpro Recrtuiters & Trainers
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, Visakhapatnam, Vizianagaram, Bangalore, Mysore, Thiruvananthapuram, Kochi, Chennai
The selected intern(s) will work on following during the internship: 1. Advising clients with regards to their Investment in equity & derivative market, Place orders on their behalf. 2. Building relationships with the client & educating them about ...
Key Skills : ,Wealth Manager,Equity Commodity Dealer,Relationship Manager Dealing,Business Developer,Business Manager
B.A. Edelweiss Broking Ltd
RS 1,00,000 To 1,50,000 Patna
Maintaining Strong Relation with Existing and New Customers.
Key Skills : Relationship Manager Wealth Management
RS 3,00,000 To 4,50,000 West Delhi
Looking for Graduates/MBAs with prior experience in sales/service in banking/insurance/finance sector below 28 years of age openings are in Delhi NCR CTC-3 to 4 lacs, excellent communication skills required. Send your updated resume to rsedutrain...
Key Skills : relationship management,banking,wealth management,customer service,Relationship Manager
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
EUREKA STOCK & SHARE BROKING SERVICES LTD
RS 1,25,000 To 3,00,000 Bangalore, Jaipur, Kolkata
Eureka is one of the leading Research & Advisory based Financial Intermediary in India. We have a strong belief in nurturing Investment Culture. We are looking for candidates who are well versed with the Financial Investment Market. Languages know...
Key Skills : Finance Mutual Funds Relationship Management client servicing team handling hni business
RS 2,50,000 To 4,25,000 Kalyan-Dombivali, Mumbai, Mumbai Suburb, Thane, Navi Mumbai
A. Sales Role. The candidate has to deal with high profile clients as the product amount size is also very high. B. No door to door sales, totally appointment based. C. Candidates should have good communication skills as hiring is for c...
Key Skills : ,Relationship Manager Wealth Management,Relationship Officer,Financial Service Associate,Financial Services
Navodaya Consultancy Services
RS 1,75,000 To 4,00,000 Ahmedabad
Job Description Send me Jobs like this Advise the clients for Portfolio management in terms of their financial requirement To sell products like Life Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc. Take care of investment prospect...
Key Skills : Wealth Management,insurance,financial planner,advisor
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
Lordisystems Staffing Pvt Ltd
RS 6,00,000 To 9,00,000 Bangalore
I have an immediate opening in a reputed Bank for the position of Relationship Manager Wealth in Bangalore Min Exp : 6 years of experience in Sales CTC : Upto 9 LPA Designation : Relationship Manager Wealth Location : Bangalore Job D...
Key Skills : sales,modgage loan,Relationship Manager