241 Job openings found

Department Wealth Management Position Executive--Business Development Primary reporting authority Team Leader/Relationship Manager Secondary reporting authority Director Required Qualification I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter Required Experience Not less than 1-2 years (Age 24-30 Years)  Location Mumbai           Required Minimum Computer Skills Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer ...

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 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 ...

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 ...

We are looking for a dynamic and customer-focused Relationship Manager for the First Wealth segment. The candidate will be responsible for managing HNI customer relationships, driving wealth product sales, and providing financial solutions aligned with customer needs. Key Responsibilities: Acquire and manage HNI / affluent customer relationships Cross-sell wealth products such as Mutual ...

Drive Insurance Sales through various business and distribution channels. Build and maintain strong relationships with HNI and retail clients. Provide advisory solutions across Life, Health, and General Insurance. Cross-sell and up-sell insurance products to existing wealth and broking clients. Achieve monthly, quarterly, and annual business targets. Act as a trusted advisor by understanding client financial ...

Playing Captain / Team Leader   Main Responsibility Manage 3–8 RMs Drive team revenue Acquire large clients Mentor RMs Monitor pipeline and conversions Team Target Example Team AUM: ₹200 Cr – ₹500 Cr Team Revenue: ₹3 Cr – ₹8 Cr Join one of India's fastest growing wealth management platforms What We Offer: * Entrepreneurial freedom to structure bespoke wealth solutions for HNI & ...

  Servicing franchisee & existing PMS clients. Build a good rapport with them by providing market information & current portfolio status. Cross selling of Equity, Mutual Fund & PMS products. Having strong analytical & communication skills. Ability to learn and be updated in line with the capital markets & current affairs. Achieving desired sales targets. Daily update ...