Posted on 87 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
An International Private Wealth Company
RS 9,00,000 To 15,00,000 p.a. Mumbai
Maintaining Client Relationships and Generate Aum from Preferred Clients. advising Hni/ultra Hni Clients On Their Investments and Managing Their Overall Financial Portfolio and Deepening the Wallet from Existing Clients track the Hni/ultra Hni...
Key Skills : Wealth Manager,Wealth Management
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
Eureka Forbes Ltd.
RS 10,00,000 To 16,00,000 p.a. Mumbai
Company Profile it is One of the Fastest Growing Wealth Management Firm Backed By a Strong Digital Platform that is Disrupting the Traditional Industry with a Combination of Customer-first Philosophy, Design Thinking, and Technology. Their Cus...
Key Skills : Wealth Management,Portfolio Management,sales,marketing
Florican Enterprises Pvt Ltd
RS 4,00,000 To 9,00,000 p.a. Mumbai
Company-Banking/Financial Services/ Financial Markets Location-Mulund Job Description: Responsible for Mutual fund / Equities / Commodities and other financial products sale & distribution through various channels.\r\...
Key Skills : communication skills,negotiation skills,sales / marketing,business development manager,business manager,business...
Ventura Securities Ltd
RS 1,00,000 To 7,00,000 p.a. Mumbai
Dear Candidates, 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
Talent Zone Consultant
RS 3,50,000 To 7,00,000 p.a. Mumbai
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...
Key Skills : acquiring preferred clients,individual client,ultra hni,wealth manager,wealth planning head,wealth management