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 ...
Acquisition of HNI,Ultra HNI clients&Retail Clients rnAdvising the client for making the Investment into Financial ProductrnPenetration of Wealth Management or other investment product handling client\'s portfolio & maintaning relationship with custo...
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..
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...
Responsible for generating sales with existing customers and developing opportunities with new customers within assigned territory.
Schedule and conduct weekly sales meetings and achieving targets
Responsible for generating sales with existing ...
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
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...
• Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc.
• Display efficiency in gathering market and customer info to enable negotiations regarding variations in product offering, deli...
Key Skills : strong communication skills .should have buisness related knowledge.,sales,marketing,wealth management
RS Up To 50000 Canada, Switzerland, China, Indonesia, India, Japan, South Africa, south america
A Business Opportunity : EFS is currently seeking entrepreneurially minded individuals to train and to assist in their development in the world of Investment Counselling. This opportunity exists for individuals who are charismatic, highly focused and...
Key Skills : focus,investment counsellor,wealth management,mutual fund
JOB DESCRIPTION:- Support managers in offering financial services to clients.
Offer financial products to clients.
Give service to clients.
Meet HNI & corporate clients to offer various Financial Products like Fixed Deposits,Loans,Tax Servi...
Study the client profile from the Arthos platform and prepare cash-flow analysis
Map the Financial Plan given by Arthos Platform to the Risk profile of the client
Present the customized Financial Plan provided by the Arthos platform to the clie...
RS 1,75,000 To 2,25,000 Hyderabad, Secunderabad, Bhubaneswar
Wealth Manager are responsible for the maximization of sales for the company’s products. They shall help in the turnover of sales and provide data’s regarding changes required in the product to meet customer standards. They will reach towards the...
Key Skills : communication skills,self motivation,conveyancing,graduate,self confidence & determination approach,• should possess the skill to work both in team...
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 ...
The relationship manager will be responsible for acquiring Preferred clients (HNI /Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI cl...
Knowledge about banking industry
Knowledge about international real estate market
Good in communications skills
Should be convincing
Should be good in lead generation and closure
Only Kolkata based candidates need apply who are currently into Wealth Management. Fixed CTC Upto Rs. 14 lakhs plus variables. Please mention your current CTC, Expectd CTC, Notice Period, Current Organization and Role. These are must to process your ...
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...
Ensuring the Productivity of Center and Relationship Managers as per the Expectation of the Company By Planning Activities for Sales, Identification of Training Needs and Measurement of Product Penetrations,
Key Skills : training need analysis,branch management,sales,wealth,team management,leader,area sales manager,sales manager,branch sales manager
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
Designation: Relationship manager - Alternate Channel(AMC,Mutual Fund)
Experience: Above 5 years experience in Selling of Mutual Fund, Experience in dealing with HNIs/ SME Corporate/ Charitable trust.
Salary: Based upon Exper...
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...
1. Help structure various investments and investment vehicles (structure). Help with the review of tax and legal considerations. Manage preparation and review of associated documents
2. Serve as the investment administration point perso...
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