38 Job openings found

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger Roles and Responsibilities: Managing and acquiring partners to generate ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Acquire & Soure ...

Roles and Responsibilities: Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.   Manage clients through client visits, suggest financial products to the clients and achieve business targets.   Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...