Crescore Wealth Management Services Private Limited
RS 1,50,000 To 3,50,000 p.a. North Delhi, South Delhi, East Delhi, West Delhi, Central Delhi, Delhi
• Acquisition of HNI, Ultra HNI clients and Retail Clients: Preparing & execution of Financial plan. • Advising the client for making the Investment into financial Products like equity, portfolio management system, insurance, mutual fund, fixe...
Key Skills : \"sales\",\"wealth manager\",sales,marketing
Crescore Wealth Management Services Pvt Ltd
RS 1,50,000 To 4,00,000 p.a. 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,wealth sales,sales,...
Posted on 89 days ago
The Best Services
RS 8,00,000 To 18,00,000 p.a. Surat, Bangalore, Mumbai
Need experience into investment products and services like Mutual Funds, Insurance or PMS etc. 9 yrs to 14 yrs of experience as Sales / Business Development in Banking / Financial Services / Insurance mandatory 1) The Candidate should be well v...
Key Skills : portfolio management,wealth management,relationship manager
RS 5,00,000 To 8,00,000 p.a. Bangalore, Mumbai, Kolkata
1. Responsible for Cross Selling Various Financial Products like Mutual Funds, Insurance (life, General), Etc to New Customers and Building Depth Within the Existing Relationships. 2. Meeting Monthly Targets By Providing 360-degree Financial Asses...
Key Skills : wealth management,wealth manager
Innergie solution pvt ltd
RS 5,00,000 To 12,00,000 p.a. North Delhi, West Delhi, Gurgaon, Delhi
Roles and Responsibilities: Based on your experience and company\'s profile you will be responsible for some/all of the following:- • Procuring the potential clients through networking, database, market analysis and references. •...
Key Skills : wealth relationship management,portfolio management,wealth relationship manager
Optamac Realty Worldwide LLP
RS 4,50,000 To 5,50,000 p.a. 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,sales,marketing,wealth management,...
RS 6,00,000 To 10,00,000 p.a. 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
Shanvi Staffing and Training Services
RS 10,00,000 To 15,00,000 p.a. 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