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 ...
We have an urgent opening for Wealth Manager :-
Company Name - Ventura Securities Limited
About Company - Ventura Securities Ltd. (Ventura) commenced operations in 1994 as a stock broking house. Over the past two decades, w...
Key Skills : excellent written and oral communication skills,wealth manager,wealth management,wealth
-Taking lead on execution of
-various financing and investment or sale deals/proposals
-implementation of systems to make sure timelines are met, employee productivity is optimized
-money recovery from various parties in case of default
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
With a manpower strength of over 750 dedicated employees present in 20 states, the organization delivers value with a highly personalized service in the areas of Equity, Mutual Funds, SIP, IPO, Wealth Management & Dea...
Key Skills : sales,stock broking,relationship manager,marketing,business development
Job Location : Mumbai City
Skill : Finance/Accounts
Experience : 5 - 10 Years
Salary : 6,00,000
Employment Type : Permanent
Number of Positions : 1
-Graduate or Post Graduate in Commerce or Finance with minimum five (5) y...
Must have Experience in Timeshare / Mutual Funds / Insurance / Wealth Management Sales (with At Least 5 Years in a Managerial Role). Excellent Communications, Own Vehicle and Knowledge of Ms-office Mandatory.
Key Skills : area sales manager,sales manager,sales
Experience: Above 3 Years
Compensation: Rs 3.0 Lakh to Rs 4.2 Lakh per annum (Depending on candidate).
Education: Preferable any graduate or postgraduate (MBA Preferred)
Industry Type: Financial Advisory, Broking for Financ...
Designation: Assistant Sales Manager
CTC- 3.5-4.5 lakhs (fixed salary + incentive)
salary is not target based
1. Achieving the target given to him / her.
2. Meeting the clients, selling our products and building relationships.
- Lear Accountability, Handling Sales to High Networth, Sme,Corporates and other Clients.
- Profiling Customers & Providing Products Who Meet Their Needs
- Deepen the Relationship By Cross Selling Products & Services According to Their N...
Key Skills : senior business associate,business associate manager,business associate
TITLE: Associate / Senior Associate
REPORTS TO: Senior Manager
LOCATION: Mumbai, India (MSAS)
JOB DESCRIPTION: Development Engineer within Mutual Funds/Retirements in IPSIT organization, with primary focus on development, maint...
Key Skills : production support engineer,product development engineer,production engineer
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
- Expertise in the following areas:
- Income Tax (Domestic) - Tax Audit, Return Filing, Representation at AO & Appellate Levels, breifing consultants for ITAT & High Court matters, reporting in Form 3CA-3CB-3CD, Form 29B, etc.
- Income Tax ...
Key Skills : accounting,international,taxation service tax,tds,return,senior manager,chartered accountant,cost accounting
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...
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