Array ( [0] => wealth-manager [1] => delhi ) Wealth Manager Graduate Experience Jobs in Delhi
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Wealth Manager Graduate Experience Jobs in Delhi

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Looking For Team Manager

BS2 Hire (Path of Career Solution)

Team Leader Equity Broking Stock Broker Share Broker Equity Sales Mutual Funds Demat Electronic Security Wealth Advisor Wealth Manager Team Manager HNI Acquisition HNI Sales
Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base
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Wealth Manager

Boyen Haddin

Mutual Funds Sales Banking Sales Portfolio Management Services
Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills
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Private Wealth Manager

Bharti Consultants

Mutual Funds PMS AIF Wealth Manager Private Wealth Manager HNI Sales
Required Private Wealth Banking,Experience required in Wealth RM,MF,PMS,AIFCandidate should be catchment area,proper knowledge in wealth products,handling HNI & Ultra HNI clientsExperience required min 8 years in same wealth segmentsLocation - Gurgaon,Delhi/NCRInterested candidate share your cv this email id amandeepkaur@bharticonsultants.inor Whatsapp 7888603008
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Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

Wealth Advisor Wealth Advisory Manager Financial Problem Solving Client Relationship Time Management MS Excel Communication
Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST
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Jobs by Related Category

Financial Service Associate - Insurance

E. S. Jobs

Sales Insurance Wealth Management Casa Sales Investment Demat
Cross sell Life insurance and other investment products to customers.Field visit and joint calls with Home loan managers.handling walk in branch customers.coordination with loan department
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 8.5 Lac/Yr
  • Connaught Place Delhi
Financial Portfolio Planner Financial Planner
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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Regional Manager

Vr Health Science

  • 1 - 5 yrs
  • 7.0 Lac/Yr
  • Mayapuri Delhi
I Interpersonal Skills Communication Skills Relationship Manager Wealth Management Regional Service Manager
communication skillshardworkingteam managementinternational business interaction skills
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Key Accounts Manager

HIyamee

Corporate Banking Sales Insurance Wealth Manager HNI Sales HNI Client Handling Key Accounts Manager
Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology
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Jobs by Popular Location

Recruitment Manager

Kotak Life Insurance

Sales Business Consultant Business Partner CRM Executive Sales and Marketing Banking Officer Insurance Agent Finance Advisor Wealth Manager Recruitment Manager Work From Home Walk in
Job Description For KOTAK lifeJob & Responsibilities:-- Recruitment and Developing the business team.-Imparting product knowledge to the team- Motivating the team to utilize maximum potential of individuals -Recognizing team members basis their performance with awards and rewards.- Minimizing / Reducing the attrition rate.- mentoring the team to achieve their career goals.Address: Kotak Life, Upper ground floor, Himalaya House, K.G. Marg , Nearest Metro Station Barakhamba Exit No-06. Connaught place, New Delhi-110001.*Age- Minimum Required 35 years and maximum 65* Benefits:--Flexible Working Hours- Training and Support.- Reward and social Recognition -Striking incentives- work from home / work from office in which you are comfortable.- international TripsPlease let me know if you are interested in this profile,Thanks & Regards Harsha (Recruiter)
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Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
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Branch Relationship Manager

GIPS Consultancy Services

Corporate Banking Marketing Portfolio Manager Current Account Saving Account CASA Wealth Manager Branch Banking Life Insurance General Insurance Mutual Funds Retail Banking
Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.
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Relationship Manager

Bajaj Capital

Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage
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Relationship Manager

Bajaj Capital

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management Relationship Manager Customer Relationship
Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients
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Relationship Manager

Spotenroll Job

  • 1 - 4 yrs
  • 3.3 Lac/Yr
  • Delhi
Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Walk in
Relationship Manager DM (Reliance)Specific Responsibilities: Represents Reliance life to all customers. Direct selling to the customers via appointments ( Office/ Home visits). Ensure that leads/ appointments allocated by the call center are attended and reverted within the TAT. Ensure Self Sourcing Targets are achieved Ensure business Reporting, MIS on sales call (LMS) , Lead Utilization and conversion are updated and maintained on a daily basis. Ensure that MIS/ Reporting formats are maintained/ Updated on regular basis. Insurance solution provider for our customers. Educate the Customer about the company/ channel. Customer Servicing. Ensure strict adherence to Human resource Norms - Policies & processes.
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Relationship Officer

Kavya Management Services

Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Insurance Agent BFSI Relationship Officer Customer Relationship Client Relationship Walk in
Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based businessrequirements Core responsibility is to generate insurance business through HDFC branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling ABSLI Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaintmanagementDesired profile of the candidate(mandatory)Attitude & Skill Set Should be professionally presentable at all times Should be high on communication Should possess a strong ability to Influence internal & external customers Should be able to develop strong professional relationships across levels of the partner bank Should be willing to travel within the assigned geography as requiredDesired profile of the
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Financial Portfolio Planner /Wealth Manager/Relationship Manager

Prognosis Financial

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Connaught Place Delhi
Sales Client Acquisition Wealth Manager Portfolio Manager Stock Broker Stock Dealer Financial Planning
1. Responsible for the Investments business. 2. Grow the investments business across various customer segments and channels. 3. Be a facilitator for all investment products across product categories like Equity & Commodity Broking, PMS, MF, Life General & Health Insurance, FD, etc. 4. Responsible for developing long term relationships with HNIs by offering the various products and financial planning solutions. 5. Manage certain number of HNIs directly. Responsible to grow the customer base, revenue and AUM for the company
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