5 Opening(s)
5.0 Year(s) To 25.0 Year(s)
6.00 LPA TO 35.00 LPA
Executive business plan for the wealth management segment. Drive continuous improvement of the sales process constantly making them more customer friendly & efficient. Higher & train associates with a focus on offering multi products.
Drive & monitor sales through the team. Motivating the team through regular frontline contacts.
A front role as ...
4 Opening(s)
4.0 Year(s) To 9.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
5.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
3.0 Year(s) To 9.0 Year(s)
6.00 LPA TO 12.00 LPA
Description:
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
DescriptionPrincipal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
4 Opening(s)
3.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 9.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Description:
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing ...
5 Opening(s)
4.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 8.00 LPA
Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for ...
30 Opening(s)
1.0 Year(s) To 4.0 Year(s)
Not Disclosed by Recruiter
Job Title:- Wealth Creation CounsellorLocation:- Pune(Viman Nagar)Terms:- Full TimeShift Time:- 10.00am to 7.00pmWeek Off:- SundayTraining Period:- 15 days
Job role and responsibilities:
• Selling an equity based product on call from scratch to end.
Candidate Requirements:
• Communication:- Good to excellent communication skills in English• Linguistic candidates preferred (Tamil, Telugu, Tulu, Malayalam or Bengali)• ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 3.60 LPA
Position Name:
Operation Executive- Investments
Total position: 1
Experience: 2-3 Years (Preferably Investment/Advisory/Wealth management)
Qualification: Post-Graduation (Preferably MBA-Finance)
CTC: 3 LPA to 3.60 LPA
Location: HO Ahmedabad
Roles & Responsibilities
Managing entire lifecycle for each investment - onboarding, KYC, account setup, investor reports, etc.
Manage daily investment operations for liquid funds (Process daily transactions including MF, PMS, etc), and managing capital calls, reporting, ...