Wealth Isurance Advisor ( 0 - 1 yrs)
RS 50000 To 3,50,000 Coimbatore, Erode
To make product pitching To maintain good customer relationship To improve the customer base To increase the sales To increase the market size
Key Skills : communication,convincing power,team developer,wealth isurance advisor,insurance associate,insurance executive
RS 80,000 To 2,00,000 Ghaziabad
A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.’s) 1. Manage and supervise the businesses as per organization\'s standard and objective. 2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist...
Key Skills : Wealth Manager,Finance Advisor,Tellecaller
Advance Wealth Manager ( 3 - 10 yrs)
RS 6,00,000 To 10,00,000 Delhi
• Experience of minimum 3-4 years as Relationship Manager in a private sector or foreign bank • Candidate should be managing around 60 to 80 HNI/ NRI customers and confident of growing the HNI /NRI base • Candidate should have a clear fo...
Key Skills : Wealth Manager,Wealth Advisor,Investment Advisor,Financial Advisor
Executive Wealth Planning Officer ewpo - Delhi ( 2 - 5 yrs)
RS 2,50,000 To 4,25,000 North Delhi, Delhi
Sell Life Insurance Plans Work On The Given Leads By : Enquire Leads For An Interest In Purchasing Life Insurance Policies Collect Documents From Interested Leads Ensuring Timely Issuance Of Policies By Resolving Pending Issues Acquire...
Key Skills : insurance,General Insurance,Insurance Advisor,Insurance Agent,Insurance Associate
Relationship Manager - Wealth Management Service ( 2 - 8 yrs)
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
Wealth Planning Officer wpo - Kolkata ( 1 - 3 yrs)
RS 1,50,000 To 2,50,000 Kolkata
Job Description Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pe...
Key Skills : insurance,general insurance,life insurance,Life Insurance Advisor,life insurance agent
Wealth Required For Business Development Executive Marketing - Indore ( 0 - 1 yrs)
RS 1,25,000 To 1,75,000 Indore
Job Description: Position- Business Development Executive Hiring Process : Two rounds of face to face Interview. Roles and Responsibilities: • Revenue generation by Client handling. • Maintain Client information in CRM. • Invo...
Key Skills : Communication Advisor
Wealth Management Advisors ( 0 - 5 yrs)
RS 1,25,000 To 3,50,000 Noida
Advise and Assist with Design of Investor Communications in Conjunction with Any Appointed External Financial Pr Agency oversee the Production of Transaction Documentation in Close Co-operation with the Client\'s Legal Advisers advice On the Ov...
Key Skills : Financial Analysis,Finance Advisor,Fund Management,Fund Analyst,Investment Advisor
Wealth Planning Officer ( 1 - 2 yrs)
RS 2,50,000 To 3,00,000 Hyderabad, Bangalore, Chennai
Sell Life Insurance plans Work on the given leads by : Enquire leads for an interest in purchasing life insurance policies Collect Documents from interested leads Ensuring timely issuance of policies by resolving pending issues Acquire...
Key Skills : Confidence,Field Officer,Communication Advisor,Business Developer,honesty
Wealth Relationship Manager for Chennai location, Sal 6-8Lacs ( 4 - 15 yrs)
Posted on 76 days ago
Irasol India Pvt LtdRS 6,00,000 To 8,00,000 Chennai
Urgent opening for Wealth Relationship Manager in Chennai location. Position title : ELITE WEALTH RELATIONSHIP MANAGER Experience : 4 Years & above Salary : 6- 9 lacs Location: Chennai Span of Control (Geog & Nos of Reportees ) : I...
Key Skills : Wealth management,Wealth,Equity sales,Mutual fund sales,Life insurance sales,Bond sales,Portfolio
Trainee Financial planner or Investment Advisor ( 1 - 4 yrs)
RS Up To 50000 Bangalore
Qualification: MBA from Govt recognized university or Institution. PREFERENCE WILL BE GIVEN TO CERTIFIED FIANNCIAL PLANNER or Passed RIA module of NISM . PROFICIENCY IN MS OFFICE AND EXCELLENT ORAL AND WRITTENCOMMUNICATION . Experience: 0 to 2 ...
Key Skills : Tax Analyst,gst,Mutual Funds,PMS,Insurance Consultant,Investment Advisor,Wealth Management
RELATIONSHIP MANAGER / DEALER EQUITY ( 0 - 10 yrs)
RS 1,75,000 To 3,00,000 Hyderabad, Vijayawada, 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 : NISM,Equity Dealer,Equity Research Analyst,Equity Advisor,Derivatives Trading,Portfolio Management
Looking for Experienced Customer Relationship Manager - Pune ( 0 - 15 yrs)
Posted on 65 days ago
MONEYQUESTRS 2,00,000 To 25,00,000 Pune
Stock broking franchise in Pune looking for experienced Relationship Manager to source HNI & NRI clients. We also looking for Equity dealer, commodity dealer, tele callers, investment advisors. Purpose of this role : To generate high revenues ...
Key Skills : Equity Advisor,Equity Dealer,Equity Derivative Dealer,Commodity Dealer,Relationship Manager Dealing