10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
30.00 LPA TO 40.00 LPA
Strategy
Analytical Skills
Regulatory Approvals
Market Research
Sales Strategy
Investing
Management Companies
Regulatory Requirements
Key Responsibilities:
Lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking.
Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.
Ensure product alignment with investment philosophy, regulatory requirements, and investor suitability ...