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 ...
10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management:
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals ...
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, ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 5.00 LPA
Job Title: Client Relations & Private Finance (Goregaon, Mumbai)
We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location.
Key Responsibilities:
Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce ...
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
1.00 LPA TO 8.00 LPA
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients
include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income,
alternatives, multi-asset and money market funds. For individual ...
1 Opening(s)
22.0 Year(s) To 35.0 Year(s)
8.00 LPA TO 15.00 LPA
Job Title: Private Banking Advisor – Branch Banking
Location – Mumbai
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
The primary objective is to nurture ...
3 Opening(s)
3.0 Year(s) To 8.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Need a Customer Relationship Manager for Andheri Branch, Mumbai.
Anyone with good exp from Wealth, Broking, MF Sales, (Equity).
Need to handle Large Existing Portfolio Size, manage & Monitor relationship with clients to increase Book size.
Back Office Activities etc.
Solving Queries, complete Process.
No Insurance candidates, Handling ULIPs portfolio would be ...