240 Job openings found

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 Title: Relationship Manager – 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. (DEMAT- Accounts) Market Research: Stay updated on financial ...

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 ...

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, building and maintaining client relationships, and ensuring clients meet their financial goals through ...

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 ...

🔹 Key Responsibilities: Execute high-volume equity trades, especially for HNI clients Monitor market trends and analyze financial data Manage HNI accounts and client portfolios Ensure regulatory compliance during trades Collaborate with internal teams for investment strategies ✅ Required Qualifications: Bachelor’s degree (any field) NISM Series VIII certification – Mandatory Experience in equity dealing or trading preferred Proficient in trading platforms ...

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...

Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other ...