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
8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
5.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 12.00 LPA
Role Overview:We’re seeking a highly skilled and experienced professional to lead our mutual fund research function,delivering actionable insights and recommendations to support our distributors, clients, and internalteams. This role involves in-depth fund analysis, performance tracking, market monitoring, andcontributing to product evaluation and education.Key Responsibilities:● Conduct in-depth research and due diligence ...
1 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.00 LPA TO 5.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
0.00 LPA TO 0.00 LPA
Job Description:
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management ...
1 Opening(s)
1.0 Year(s) To 7.0 Year(s)
4.00 LPA TO 7.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
0.00 LPA TO 0.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...