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 31 days agoBhatia 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
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
Posted on 65 days agoAce Talent Consulting
RS 6,00,000 To 15,00,000 Mumbai, Mumbai Suburb, Navi Mumbai
Team Lead Industry : Banking / Financial Services Experience : 7-12 yrs Location : Mumbai Qualification : Graduation / MBA Roles & Responsibilities: · Estimating, Forecasting and tracking of sales & revenue ...
Key Skills : Cross Selling,Mutual Funds,HNI Acquisition,Third Party Products,Wealth Management,HNI Client
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
RS 1,50,000 To 1,75,000 Delhi/NCR, Gurgaon
Dear Candidate, We have Urgent Requirement for Team Member Position for Leading Financial Company, Gurgaon. Job Details: Designation : Team Member(Wealth Management) No. of Pos. : 5 Notice Period : Immediate Join Experience : Freshers Qual...
Key Skills : Wealth Manager
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
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
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
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
RS 3,00,000 To 5,50,000 Lucknow
The Wealth Manager Shall Be Responsible for Research/analysis and Recommending Enhancements to Further Develop and Maintain An Effective Wealth Management Strategy. this Position is Responsible for Managing the Delivery of Our Wealth Management Segme...
Key Skills : Wealth Manager,Finance,Finance Management
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 27 days agoSkywings Advisors Private Limited
RS Not disclosed Bangalore
1. Drive the sales through HNI customers and premium segment. 2. Overseeing complete affluent business operations. 3. Responsible for assigning the targets and organizing joint monthly PRP with the DRs 4. Periodic and Daily updates in alignm...
Key Skills : Distribution Operations,Wealth HNI,Affluent Channel Management,,Prior experience in insurance
Posted on 27 days agoIntelact Business Solutions
RS 5,00,000 To 10,00,000 Mumbai
contracts manager will be responsible for all contractual documents, contacts management and administration and claims management.
Key Skills : should have adequate experience of contracts management,administration and should have a wealth of
Posted on 27 days agoD2N Solutions
RS 6,00,000 To 8,00,000 Kolkata
We are urgently hiring for the post of Preferred RM for Anand Rathi Group of Companies. Location: Kolkata Salary: Up to 8 LPA Qualification: Post Graduate/ CPF would be preferred Work Experience: • Should have 0-4 years expe...
Key Skills : Wealth Management,Commodity Trading,Currency Trading,Mutual Funds Sales,Forex Trading,Portfolio
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
RS 6,00,000 To 8,00,000 DELHI NCR
We are looking for Wealth Manager, who can deal with HNI customer of the bank.
Key Skills : Wealth Manager,Wealth Management,Sales Manager,Branch Manager
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
RS 2,00,000 To 4,50,000 East Delhi, West Delhi
To identify potential Corporates & HNI clients through referral networks and activities To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Call...
Key Skills : Senior Relationship Manager,customer relationship management,Business Development,Wealth
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
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 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
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 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 1,00,000 To 2,25,000 Chennai
Acquisition of new clients (trading a/c"s: Eq/Commodity/Currency) - Promoting Financial Planning where objective is to sell all the financial pdts (LI/MF/FD etc). - Holding & Participating in events for lead generation activities. - Resol...
Key Skills : ,mutual fund marketing,Wealth Management,Banking
Posted on 61 days agoSkywings Advisors Private Limited
RS 6,00,000 To 7,00,000 Chennai
Position: Relationship Manager- Affluent Banking Location: Chennai Exp. 3-6 Years exp. in Distribution Operations, Wealth HNI and Affluent Channel Management CTC: up to 7 LPA Qua: MBA from a reputed B-School Industry: Insurance ...
Key Skills : ,Custumer Management,Wealth Management,HNI Acquisition
Posted on 61 days agoSkywings Advisors Private Limited
RS 10,00,000 To 12,00,000 Bangalore
Position: City Head- Affluent Banking Location: Bangalore Exp. 8-12 Years exp. in Distribution Operations, Wealth HNI and Affluent Channel Management CTC: up to 12 LPA Qua: MBA from a reputed B-School Industry: Insurance JOB SUM...
Key Skills : HNI Sales,Wealth Manager,Insurance Sales,Business Development,Sales,Affluent Channel,Team
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