79 Job openings found

We have an urgent opening for Manager- Back Office Executive (Mutual Fund) for a reputed Company (Mutual Funds services) for Kharghar.   Please find the details for the same:- Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Weekly Off: Sunday. Salary: As per industry norms. Experience:  3+ years. Qualification: Graduate. Gender: Female.   Skills: Good Knowledge about Internet and Computer. Presentable Self confidant Expwrience ...

Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Position Name: AVP and Channel Head - Retail Sales Department: Retail Sales Job Responsibilities: Working with distributors across assigned channels with the end result of continuous and balanced subscription to organization’s funds and ensuring adequate mix across all products to achieve set salestargets. Contributing to sustained growth in sales through initiatives targeted at long term ...

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 ...

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 ...

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 ...

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 ...

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...