Wealth Planning Officer Jobs

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

Kotak Group is please where you have unlimited earning opportunity. A good potential person can get an annual CTC of upto 50Lac yearly including incentives. Join our team to change your life style.Giving Investment Advice to Clients, Analyse Their Lifestyle and Suggest Investment Plans Accordingly, Explaining Investment Plans and Outcomes.

Job Title/Designation:Manager - PCG Elite Sales in a leading Banking Broking Co.Employment Type:Full Time, PermanentJob Description:KEY RESPONSIBILITIES AND ACCOUNTABILITIES Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High-net-worth clients. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. Will be responsible for primarily selling Equity based investment products. Cross-Sell of Third-party products like Mutual Funds, Assets (from Bank), Bonds, PMS & Structured products. Responsible for achieving targets as assigned by the organization on a monthly basis. Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Provide regular updates to the immediate superior as and when required.Candidate Profile:SKILLS & KNOWLEDGE Graduate with 5 10 years / Postgraduate from a premier institute with 2 5 yrs. exp in direct selling Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skillsCTC - 1500000 To 3500000