67 Job openings found

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 ...

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 ...

Key Responsibilities: Product Sales: Drive the sales of companie's’s API products to traders, developers, fund managers, and fintechs. Client Engagement: Engage with HNI clients to promote structured trading products managed by fund managers. Order Management: Facilitate API-based order management and account opening for trading members. Client Base Management: Leverage your existing client base to ...

Job Title: AM/DM/Manager – Branch Business  Department: Branch Business Reports to: (Direct) Group Head People Management Responsibility- Yes   Position Purpose : Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets . Responsibilities • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...

Job Description   About the role In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions. Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...

JOB DESCRIPTION TITLE: Closing Manager INDUSTRY: Real Estate DEPARTMENT: Sales Employment Type: Full-time LOCATION: Gurugram (Haryana) Description We are seeking an experienced Closing Manager to lead and oversee our Sales Managers and their teams in the luxury real estate sector. As a key leader within our organization, you will be responsible for ensuring the successful closure of high-value property transactions, developing sales ...

JD Manager – Compliance:   CS/LLB 12+ years of experience in stock broking operations only. Excellent organizational skills, including time management, record keeping, self- scheduling, and follow-up. Expertise to draft clear and professional correspondence and other documents of a legal, compliance and business nature. Flexible and ability to prioritize tasks and manage multiple tasks within ...