29 Job openings found

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income Key role: Nurture and manage end to end customer relationship by fulfilling all their banking needs ...

Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India. Role Overview We ...

  Responsible for evaluating products across Mutual Funds, PMS, AIF & Gift City offerings. Should be able to propose recommendations to the product team    Preparing various reports, strategy notes along with presentations.     Constructing  & reviewing asset allocation and model portfolios across asset classes.   Automation of research processes & creating fund evaluation models.     Hands on experience ...

Role/Job Title: Investment Portfolio Counsellor Department:  Wealth Management > Sales > Private Banking Group   Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...

RELATIONSHIP MANAGEMENT- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.- Manage the portfolio to de-risk against attrition and achieve stability of book.- Have complete knowledge of the ...

We are having an urgent opening for the position of Client Success Manager for a reputed company in the Luxury Interior Design Industry at Mumbai (Marine Drive) Location. Key Responsibilites:   Ultra-luxury sales opportunity to source and serve HNI and ultra-HNI clients with luxury marketing initiatives and acquaint them with the global standards of design that DQ has to ...

Job Description   Primary accountability is to develop the most appropriate IT solutions in line with the solution design, to meet customer needs, ensuring continuous improvement with responsibility to write the unit & integration tests performed by Test Engineers   • Have end to end accountability for a product or service, identifying and developing ...

  We have an urgent opening for Sr. Manager Sales for a reputed Finance Company Prudent Bull Pvt. Ltd for Kharghar location.   Please find the details for the same:-   Job Location: Kharghar. Job Timing: 10 am to 6:30 pm. Job Type: Permanent. Weekly Off: Sunday. Salary: As per company norms. Qualification: Graduate/Mba Gender: Male/Female.   Candidate Profile: Experience in Private Banking Wealth Management Asset Managemebnt Presentable Self confident Should ...

Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients. Key Responsibilities Manage and grow relationships with Ultra-HNI ...