163 Job openings found

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

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 ...

 Responsibility of Wealth Management Advisory. Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc. Provide customized solutions to the clients by evaluating their risk assessment and financial needs. Acquisitions of new clients and re-activation of existing clients by selling wealth management products. Ensuring customer satisfaction by customized and efficient ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Position:          Unit Head Location:         Sachin Nearby Surat Experience:      20 -25 Years Industries:       Chemical   Responsibilities:       Strategic Planning Develop and execute short-term and long-term plans to support business objectives and drive sustainable growth. Define and implement the Health & Safety strategy in accordance with the HSE ...

Back office operations for PMS, MF and other investment product: - Speaking to customers on the documentations and other account opening queries. - Meeting the client in person and closing the documentation needed. - Managing the entire Bangalore client base for the PMS and MF products, if any. - Coordinate with the Mumbai (central ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Direct Responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients ...

Review and defining processes for implementation of various circulars issued by Exchanges, Depositories, SEBI etc. Day to day query handling in relation to regulatory area of SEBI, Exchanges & Depositories. Conduction Audit /review of various activity for Broking, DP ,PMS & Branch inspections Handling Regulatory Inspections & Internal Audit Independently Liaison with Regulators Ensuring timely ...