242 Job openings found

Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders. Key Responsibilities:• Act ...

Job Role- Advisor Location - Pune, Ludhiana, Ahmedabad Pune-2 opening Ludhiana, Ahmedabad-1 opening Age Bracket-32-44 years- pune , Ludhiana 32-44 years- Ahmedabad   Mandatory Requirements:1. Proficiency in English & Regional language is preferred (Not Mandatory)2. Sales Experience (Inside sales, B2C, concept selling, HNI sales) 3. Male Candidates 4. Strong communication and interpersonal skills.

Key Responsibilities: Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending ...

We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII ...

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs. Act as the primary point of contact for clients, addressing their financial needs and concerns. Conduct regular reviews of client portfolios to ensure alignment with their financial goals. Financial Planning and Advisory: Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning. Offer ...

Role & responsibilities   Job description for branch Manager Role & responsibilities   1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based ...

Job Description: Private Banker / Partner – First Private Key Responsibilities: Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1 Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank Product ...

Key Result Areas KRA (Accountabilities) Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievementso Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase saleso Profiles distributors and caters to their requirements to ensure ongoing business ...

    Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...

We are hiring a Sr. Relationship Manager – LAP in Ahmedabad.Job Description – Sr. Relationship Manager (LAP) Position: Sr. Relationship Manager – Loan Against Property (LAP) CTC: ₹8 to ₹12 Lacs per annum Grade: M1/M2 Location: Ahmedabad Reporting To: Zonal Sales Manager (ZSM) & General Manager (GM) No. of Positions: 1 Role ...