5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsibility of Wealth Management Advisory.
Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
Ensuring customer satisfaction by customized and efficient ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
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 segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
4.00 LPA TO 7.00 LPA
To handle external/statutory audit engagements of listed/non-listed entities i.e., from the planning stage till closure.
To handle areas allotted by senior.
To monitor/supervise junior staff including continuous monitoring of time and cost during assignments.
To maintain adequate documentation on timely basis.
To conduct research for technical accounting issues and to give solutions to it.
Work ...
4 Opening(s)
1.0 Year(s) To 3.0 Year(s)
5.00 LPA TO 9.00 LPA
To handle external/statutory audit engagements of listed/non-listed entities i.e., from the planning stage till closure.
To handle areas allotted by seniors.
To monitor/supervise junior staff including continuous monitoring of time and cost during assignments.
To maintain adequate documentation on a timely basis.
To conduct research for technical accounting issues and to give solutions to ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
11.00 LPA TO 11.00 LPA
POSITION: Relationship Manager – Banking Sales
Position Purpose: Working with Banking Channel across assigned areas with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set sales targets.
Principal Accountabilities:
Generating Business
Contribute to sustained growth in sales through initiatives targeted at long ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 12.00 LPA
Offering mainly Mutual Fund Products, a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.
Conducting comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
Selling Mutual Fund/ Equity/Debt/Currency/Alternate Investments
Responsible for building AUM and revenue ...
2 Opening(s)
12.0 Year(s) To 36.0 Year(s)
1.00 LPA TO 2.00 LPA
We are having opening for Sales Engg.
(Male
Candidate Only)
1)
Must be BE
Electrical-Electronics
2)
Experience (2to 4
Year).
3)
Work Location: Pune
4) ...
2 Opening(s)
1.0 Year(s) To 2.5 Year(s)
1.00 LPA TO 2.50 LPA
Opening for Sales Coordinator
(Female
Candidate)
1)
Must be B.E Electrical-Electronics
2)
Require minimum 1-2 Year Experience.
3)
Require knowledge of New Inquiry Generation, Quotation, PO, Payment Follow-up.
4)
First preference to Dealership activity related (SIEMENS) experience ...
1 Opening(s)
3.0 Year(s) To 8.0 Year(s)
10.00 LPA TO 15.00 LPA
Job Overview
We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients.
Key Responsibilities
Manage and grow relationships with Ultra-HNI ...