5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
1 Opening(s)
5.0 Year(s) To 12.0 Year(s)
22.00 LPA TO 22.00 LPA
POSITION:
AVP - Institutional Sales
Business Unit:
Institutional Sales
Location:
New Delhi
Principal Accountabilities:
This role will do a lot of work with Family offices so we need a wealth profile here instead of institutional sales profile. Someone with banking relationships/ wealth advisory for Family offices.
You Will Be Responsible For:
Handling Family offices Clients
Liaising for wealth advisory for Family offices.
Responsible ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Urgently required - Senior Relationship Manager – Wealth & Stock Broking
Key Responsibilities1. Client Acquisition & Revenue Building
Acquire and onboard HNI, UHNI, and active trading clientsBuild a strong personal book through references, networking, and market outreachDrive broking revenue, margin funding, and trading activity2. Wealth Product Cross-Selling
Identify opportunities and advise clients on:Mutual ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 9.00 LPA
Role Overview
The Relationship Management professional in Merchant Banking/Wealth Management is responsible for originating, structuring, and executing financial products and services tailored to institutional clients, including banks, asset managers, pension funds, insurance companies, and development finance institutions (DFIs). This role involves strategic relationship management, market analysis, and the delivery of customized ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Overview:
The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals.
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Key Responsibilities:
1. Client Financial Planning:Understand ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 12.00 LPA
We are seeking an experienced and dynamic Product Manager to join our Product Development team for premium vertical of Global Investment Company. The ideal candidate will be responsible for handling a broad range of product-related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical, communication, and ...