231 Job openings found

Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...

JOB Description:Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for ...

1. Communicating with clients via phone calls, emails2. Identifying and resolving client queries3. Maintaining a detailed and accurate record of all client details and communications4. Building and maintaining long-lasting business relationships with clients5. Ensuring to respond to client queries in a professional and timely manner6. Providing clients with relevant information ...

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for ...

Job description: Job Title: Sales Executive – Trading & Demat Account Opening Employment Type: Full-time Experience: 1-3 years in Financial Sales/Broking/Investment Banking Key Responsibilities: Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts. Digital On boarding: should be able to on board clients digitally. (DMAT- Accounts) Market Research: Stay updated on ...

Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS,advisory account and insurance ...

Business Development:• Build enduring relationships with B2B partners, such as architects and interior designers.• Develop a continuous lead funnel through business development activities.• Liaise with B2B partners to close deals.Ownership of Leads Until Closure:• Engage with HNI and UHNI clients (prospective and existing), understand their requirements,suggest the right natural stones ...

Looking for all 4 Metros cities (Mumbai, Delhi, Chennai, Kolkata), Ahmedabad, Chandigarh, Pune, Hyderabd Job Description As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, ...

The HNI (High Net worth individuals) relationship manager is accountable fora portfolio of High Net worth Clients, integrating and coordinating all Banks’Group products, services and resources in order to maximize the value of thebusiness relationship and ensure profitability for the Bank and the ClientManaging the banking and investments relationship with ...

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 ...