259 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 ...

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 ...

      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 markets, competitor offerings, and regulatory changes to pitch effectively. Sales Targets: Achieve monthly/quarterly targets for account openings and ...

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 ...

  Lead and manage Wealth Management business for the assigned cluster/region Drive revenue generation through acquisition of HNI/UHNI clients Manage and mentor Relationship Managers / Wealth Managers for target achievement Build strong client relationships and provide investment advisory solutions Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products Monitor business performance, productivity, ...