8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
18 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 6.00 LPA
The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs.
List of Products : Broking, AUM based products, PMS, AIF, Bonds, Unlisted, Insurance
1. Achieve customer acquisition targets for Retail customers
Generate new leads ...
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 25.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
The purpose of this role is to perform assigned tasks in brokerage, dividend and vendor billingfunctions as per defined operations processes, policies and timelinesWhat is the objective of the role?Brokerage:? Primary responsibility of handling brokerage for MF, AIF & ETF comprising of understandingthe brokerage processing, reviewing brokerage structures, payouts, etc. ...
1 Opening(s)
1.0 Year(s) To 4.0 Year(s)
2.00 LPA TO 4.00 LPA
MUST be Technically strong in X++ Non-Advance areas
SSRS, DIXF, Trace parser, Security roles, Workflow, AIF etc..
MUST be Technically good in X++ advanced areas
MUST possess skills to perform strict and efficient Code Reviews
MUST possess skills to translate the Functional Design Document into
a good scalable technical design and should be able to ...
1 Opening(s)
0 To 4.0 Year(s)
1.00 LPA TO 2.00 LPA
MUST be Technically strong in X++ Non-Advance areas
SSRS, DIXF, Trace parser, Security roles, Workflow, AIF etc..
MUST be Technically good in X++ advanced areas
MUST possess skills to perform strict and efficient Code Reviews
MUST possess skills to translate the Functional Design Document into a good scalable technical design and should be able ...
1 Opening(s)
0 To 1.0 Year(s)
1.00 LPA TO 4.00 LPA
The candidate should/must possess below skillset for the position of Associate Manager::
MUST be Technically strong in X++ Non-Advance areas
SSRS, DIXF, Trace parser, Security roles, Workflow, AIF etc..
MUST be Technically good in X++ advanced areas
MUST possess skills to perform strict and efficient Code Reviews
MUST possess skills to translate the Functional Design ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
1.00 LPA TO 2.00 LPA
Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience
8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth Products (MF, PMS,
AI
Job Description : ,No. 1 - Pending Product Manager ? Research ,Work Experience
8 to 10 Yrs ,Brief Job profile Working knowledge of all Wealth ...