5 Opening(s)
10.0 Year(s) To 12.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Summary
The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines.
Key Responsibilities
Strategic Leadership
Develop and ...
1 Opening(s)
5.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 75.00 LPA
1. Business Development & Revenue Growth:
Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
2. Team Management & Leadership:
Lead, mentor, and ...
2 Opening(s)
0.6 Year(s) To 2.0 Year(s)
2.40 LPA TO 3.00 LPA
We are having an urgent opening for the position of Business Development Manager for a reputed company at Hyderabad location.
Job Responsibilities:
Manage existing partnerships by engaging them regularly, sending timely performance summaries, and resolving escalations.
Establish new partnerships with study abroad admission companies/consultants/wealth managers, / connectors.
Fetching student queries for loans (from education consultancies) daily and then ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description -
What is the roles objective :
Responsible for Relationship Management and handling Mutual Fund sales through Private banks and Wealth Managers
Develop and maintain relationship with clients and all channel partners and increase market share for DSPIM
Conducting meetings with clients/associates, understanding their needs and provide relevant feedback up the chain
Build ...
2 Opening(s)
4.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 9.00 LPA
Responsibilities:
Advising clients on financial products and services.
Managing investments.
Conducting planning services.
Providing tax planning services.
Providing estate planning services
Degree in finance, economics, management, or related field.
Previous experience in financial services.
Must be analytical.
Able to understand complex information.
Strong mathematical skills.
Confidence.
Good presentation skills
Wealth Manager Job Description
We are looking for a wealth manager to be responsible for ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Description
About the role
In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions.
Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...
2 Opening(s)
2.0 Year(s) To 3.0 Year(s)
2.00 LPA TO 3.50 LPA
Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
2.00 LPA TO 3.50 LPA
Job description:- Manage existing partnership by engaging them on a regular basis, sendingtimely- performance summary and resolving escalations.- Establish new partnerships with study abroad admission companies /consultants- / wealth managers / connectors.- Fetching student queries for loans (from Education Consultancies) on a dailybasis and then coordinating with the operations team ...