1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 3.60 LPA
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 ...
4 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
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, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
2 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
AUM 100crQualification: Grad/Post Grad anyIndustry: Wealth/BrokingExp: Min 7 years
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, ...
1 Opening(s)
7.0 Year(s) To 15.0 Year(s)
25.00 LPA TO 26.00 LPA
SALARY will always be paid70 % FIXED every month AND 30% ON ACHIEVING 50% TARGET BASED ON PRO RATA BASIS MONTHLY
EXCLUDING 1% INCENTIVE ON ACHIEVING 70% OF TARGETs
TITLE: Sales & Policy Accounts –North IndiaREPORTSTO: NationalHead/VP SalesDEPARTMENT Infection controlDevices. Sales – Government BusinessBASE LOCATION: Delhi NCR with Extensive intra-state and inter-state travel to NHM ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
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 ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
2.40 LPA TO 3.00 LPA
🔹 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 ...
2 Opening(s)
2.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 13.88 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description:
Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.
Will be responsible for Training and educate the sales team, DSA, AP and business associates.
Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance ...