2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...
2 Opening(s)
3.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
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 ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient 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 ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient 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 ...
9 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger
Roles and Responsibilities:
Managing and acquiring partners to generate ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- B2b
- Aum
- Pms
- Ifa
- Aif
- Partners
- Cross Selling
- Business Acquisition
- Partner Engagement
- Channel Partner
- Equity
- Unlisted
- Financial Products
- Wealth Products
- Ipo
- Government Securities
- Corporate Bonds
- Fixed Income
- Equity Derivative
- Structured Products
- Investment Products
- Equity Broking
- Insurance
- Family Offices
- Mfd
- Mutual Fund Distributor
- Wealth Partners
- Wealth
- Advisors
- Independent Financial Advisor
- Partner Activation
- Aum Growth
- Investment Solutions Manager
- B2b Wealth Manager
- B2b Sales Manager
- Business Development Manager
- Wealth Relationship Manager
- Channel Partner Manager
- Channel Sales Manager
- Institutional Sales
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 10.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 11.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
1 Opening(s)
6.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 11.00 LPA
POSITION: Branch Manager – Retail SalesReports to (Position): Zonal Head/ Cluster Head – Retail SalesPosition Purpose: Managing distributor relationships across IFDs/ MFDs, NDs, and Banks to achieve continuousand sustained subscription to organization’s funds. Ensuring adequate mix of product salesand meeting set targets. Developing markets, enhancing market share as well as handlingdistributor ...
2 Opening(s)
4.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 10.00 LPA
Preferred Certified Financial Planner
Diff between IS & Trader IS: Trader IS is for Super Trader segment & they will be assigned few branches to support Super Trader RMs.
Super Trader IS don't have any client DPMS mapping they would be assigned few branches and their key responsibility is to drive cross sell ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...