1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 12.00 LPA
Role Overview
We are seeking a dynamic and detail-oriented Finance Manager to oversee financial operations within the Municipal Corporation. The ideal candidate will bring strong expertise in Accounts Payable (AP), Accounts Receivable (AR), Taxation, Project Financing, and financial compliance. This role requires strategic financial planning, effective stakeholder coordination, and ensuring transparency ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 25.00 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 ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.
Role Overview
We ...
7 Opening(s)
2.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
Doing various training programs for partners to train them for various financial products
Maintaining relationship with partners to generate business
Acquire & Soure ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 6.00 LPA
Description:
Job Role:He would be responsible for the overall branch business and operations. His primary responsibility is businessdevelopment and needs to add more IFA / Business partners, to activate and motivate the existing partners for business.Also to do various activities to generate leads for recruitment of new partners. He needs to ...
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 ...
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 ...
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 ...
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 ...