Posted on 27 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
Posted on 45 days ago
Muthoot Securities Ltd
RS 2,00,000 To 3,00,000 Hyderabad, Secunderabad, Tirupati, Vijayawada, Visakhapatnam, Pondicherry, Chennai, Madurai, Sivaganga, Vellore, Warangal
Coordinating the Activities of Our Branches in Developing Wealth Management Products Including Mutual Funds
Key Skills : finance coordinator,wealth management
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
Invest Realtors inc
RS 2,25,000 To 3,00,000 Bangalore
should have experience 3-4 years on wealth management ,Should be Amfi ceritified,
Key Skills : amfi certified,mutual funds sales,wealth management,sales,marketing
Posted on 32 days ago
Talent Zone Consultant
RS 50,00,000 To 50,00,000 & above Muscat
The Right Candidate Will Be Completely Familiar with Rules and Guidelines of the Central Bank of Oman. this Requires Candidates to Be in that Region, Preference Will Be Given to Omani National and Expats Based in the Region. Please Share Candidates t...
Key Skills : Wealth Management
Vencer Global Capital Advisory
RS Up To 10,00,000 Kolkata
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 ...
Key Skills : financial executive,finance head,accounts manager,accountant,head corporate accounts,zonal...
Posted on 6 days ago
PPFAS Mutual Fund
RS 4,50,000 To 5,00,000 Bangalore, Mumbai
PPFAS Asset Management Private Limited is looking to appoint a Relationship Manager - Distributor Channel for Bangalore Region, but will be based at Mumbai. The ideal candidate for our Investor Relationship Group will be a driving force in d...
Key Skills : Relationship Manager,Mutual Funds,Business Development,Wealth Management
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
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 : ,Should possess the skill to work both in team and also perform independently.,Time Management
Posted on 20 days ago
RS 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 : ,Relationship Manager Wealth Management,HNI Relationship Manager,NRI Relationship Manager
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
Optamac Realty Worldwide LLP
RS 4,50,000 To 5,50,000 South Delhi, Delhi
Knowledge about banking industry Portfolio management Good Networking Knowledge about international real estate market Good in communications skills Should be convincing Should be good in lead generation and closure Flexible and...
Key Skills : Portfolio management,real estate,wealth manager,banking,lead generstion
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
Posted on 31 days ago
Irasol India Pvt Ltd
RS 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
Crescore Wealth Management Services Pvt Ltd
RS 1,50,000 To 4,00,000 Central Delhi, Delhi
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...
Key Skills : Sales Marketing,HNI Sales,Mutual Funds,Wealth Management,Portfolio Management,Client Handling
Posted on 47 days ago
RS 50000 To 2,50,000 Hyderabad, Chandigarh, Bangalore, Bhopal, Indore, Chennai, Kolkata
We have a huge requirement for Financial advisor-sales with one of our reputed client Job type: Permanent Experience: 2 years Qualification: Any graduates can apply Location: Kolkatta,Chandigarh, Bangalore, Indore, Bhopal, New De...
Key Skills : Developer,Relationship Executive,Sales Executive,Relationship Manager Wealth Management,Relationship Manager
Step Link India Placement
RS 2,00,000 To 3,00,000 Indore
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 ...
Key Skills : Manager,insurance,property,sales officers,HNI,Sales Executive,Financial Services,banking,investment,Wealth
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
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
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 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
Harmoney wealth advisory services India (p) Ltd
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
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
Sahi Placement and Management Services
RS 5,00,000 To 8,00,000 Vapi
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
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
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
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 : development 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
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
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 : NISM,Equity Dealer,Equity Research Analyst,Equity Advisor,Derivatives Trading,Portfolio Management