Posted on 27 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 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 1,00,000 To 2,25,000 Hyderabad
• Maintain and develop good relationship with customers through personal contact or meetings or via telephone etc. • Display efficiency in gathering market and customer info to enable negotiations regarding variations in product offering, deli...
Key Skills : strong communication skills .should have buisness related knowledge.,sales,marketing,wealth management
RS 1,00,000 To 1,75,000 Lucknow
AnandRathi Group is looking for Relationship Manager role (VP/AVP/Senior Manager/Manager) for Preferred Relationship Management (Wealth) The Wealth RM is the ultimate face of the business as (s)he is going to be the final point of contact with the c...
Key Skills : Market Analyst,Wealth Manager
RS 1,75,000 To 3,00,000 Indore
• Managing the High Net Worth customers. • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. • Profiling Customers and provide financial products to meet customer ...
Key Skills : effective and clear communication both oral and written,persuasive - selling skills,pleasing personality,target...
RS 6,00,000 To 8,00,000 South Delhi
Manage Wealth & Retail Clients Through Client Visits, Provide Financial Investment Advisory to the Clients and Achieve Revenue Target. Candidate should have experience of managing / acquiring wea
RS 1,50,000 To 3,50,000 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
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 6,00,000 To 10,00,000 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
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 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 3,50,000 To 7,00,000 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
RS 80,000 To 2,00,000 Ghaziabad
A. Wealth Manager / Financial Advisors - Job Description ( Vacancy - 4 No.’s) 1. Manage and supervise the businesses as per organization\'s standard and objective. 2. Acquire and manage HNI / Ultra-HNI clients across business lines and assist...
Key Skills : Wealth Manager,Finance Advisor,Tellecaller
RS 2,50,000 To 5,00,000 Ahmedabad
Wpo(wealth Planning Officer)
Key Skills : ,Regional Manager,Head Sales,Channel Sales
RS 20,00,000 To 30,00,000 Bangalore
Investments 1. Help structure various investments and investment vehicles (structure). Help with the review of tax and legal considerations. Manage preparation and review of associated documents 2. Serve as the investment administration point perso...
Key Skills : financial investment,taxation,financial planning,wealth manager,wealth management,...
RS Up To 50000 EFS is entitled to have associates located anywhere in the World with the exception of the US, the UK and the EU.
EFS is a long established boutique operation with full agency agreements with large reputable Isle of Man Financial Services companies. The opportunity of "Wealth Manager/Associate Director" is based around you wanting to engage in meeting with succe...
Key Skills : Wealth Manager,Wealth Associate Director
RS 2,00,000 To 4,00,000 Hyderabad, Secunderabad
JOB DESCRIPTION:- Support managers in offering financial services to clients. Offer financial products to clients. Give service to clients. Meet HNI & corporate clients to offer various Financial Products like Fixed Deposits,Loans,Tax Servi...
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 : communication skills,self motivation,conveyancing,graduate,self confidence & determination approach,• should possess...
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
Posted on 26 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
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
RS 5,00,000 To 8,00,000 Calicut, Kannur, Vadakara
Inviting Sales Experienced Candidates for Wealth Rm Role in Kannur, Calicut and Vadakara Locations.the Experience Needs to Be from Banking or Securities Sector, Where the Candidates Should Be Experienced in Sales of all Multiple Financial Products.
Key Skills : sales manager
RS 1,00,000 To 7,00,000 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
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
Posted on 62 days agoT&a Solution
RS 3,00,000 To 7,00,000 Zirakpur
Relationship Manager for Wealth Location:Zirakpur Salary:3 Lakhs PA-7 Lakhs P.A Exp:1.5 Yr -4 Yrs Desired Skills:- · A thorough understanding of financial markets, their behavior, movement...
Key Skills : Relationship Manager for Wealth
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 1,75,000 To 3,00,000 Dwarka, Jamnagar
• Client acquisition and building relationship with retail/ HNI clients. • Cross selling of financial products. • Main responsibility : Client acquisition , retention , advisory and support • Experience preferred having basic pr...
Key Skills : sales,marketing,business development,sales executive
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...
RS 7,00,000 To 7,50,000 Calicut, Kannur, Vadakara
Immediately need candidates for Wealth RM role in Kannur, Calicut and Vadakara locations. Looking for candidates with sales experience in Banking,Insurance,Mutual Fund,Securities, etc.Candidates with experience in Key accounts Management also can b...
Key Skills : sales manager
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