16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & 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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 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 & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
10 Opening(s)
5.0 Year(s) To 11.0 Year(s)
8.00 LPA TO 14.00 LPA
Job Description – Area Head, HL/LAP
Position: Area Head – Home Loans & Loan Against Property (HL/LAP)Department: Retail AssetsLocation: Mumbai,ThaneReporting To: Regional Head / Zonal HeadExperience: 8–15 years in Retail Assets, preferably HL/LAP
Role Purpose
To drive business growth, profitability, portfolio quality, and customer acquisition for the Home Loan and Loan Against Property business ...
9 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger
Roles and Responsibilities:
Managing and acquiring partners to generate ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- B2b
- Aum
- Pms
- Ifa
- Aif
- Partners
- Cross Selling
- Business Acquisition
- Partner Engagement
- Channel Partner
- Equity
- Unlisted
- Financial Products
- Wealth Products
- Ipo
- Government Securities
- Corporate Bonds
- Fixed Income
- Equity Derivative
- Structured Products
- Investment Products
- Equity Broking
- Insurance
- Family Offices
- Mfd
- Mutual Fund Distributor
- Wealth Partners
- Wealth
- Advisors
- Independent Financial Advisor
- Partner Activation
- Aum Growth
- Investment Solutions Manager
- B2b Wealth Manager
- B2b Sales Manager
- Business Development Manager
- Wealth Relationship Manager
- Channel Partner Manager
- Channel Sales Manager
- Institutional Sales
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.50 LPA TO 8.00 LPA
Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
Executive-Wealth Associate/ Virtual Relationship Digital Customer connect Experience for AMC, Mumbai
1 Opening(s)
0 To 2.0 Year(s)
4.80 LPA TO 4.80 LPA
Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
1 Opening(s)
12.0 Year(s) To 17.0 Year(s)
15.00 LPA TO 25.00 LPA
Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager – Business SupportReports to (Position): Regional Head – Retail Sales
Position Purpose: The Deputy Manager – Sales Support will play a key role in enabling the sales team with timely information, operational coordination, distributor servicing, and MIS/reporting support. This position is critical to ensuring smooth sales operations, stronger distributor engagement, and ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager – Business SupportReports to (Position): Regional Head – Retail Sales
Position Purpose: The Deputy Manager – Sales Support will play a key role in enabling the sales team with timely information, operational coordination, distributor servicing, and MIS/reporting support. This position is critical to ensuring smooth sales operations, stronger distributor engagement, and ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Deputy Manager – Business SupportReports to (Position): Regional Head – Retail Sales
Position Purpose: The Deputy Manager – Sales Support will play a key role in enabling the sales team with timely information, operational coordination, distributor servicing, and MIS/reporting support. This position is critical to ensuring smooth sales operations, stronger distributor engagement, and ...