7 Opening(s)
2.0 Year(s) To 12.0 Year(s)
8.00 LPA TO 15.00 LPA
Roles and Responsibilities:
Acquire & Soure Franchise & generate revenue
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 ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- Investments
- Sip
- Partners
- Pms
- Aif
- Ifa
- B2b Sales
- Ifa Network
- Independent Financial Advisors
- Mfd
- Wealth Partners
- Wealth Advisors
- Financial Advisors
- Sub-brokers
- Aum
- Fixed Income
- Equities
- Financial Products
- Wealth Products
- Investment Products
- Alternative Investments
- Derivatives
- Government Securities
- Insurance
- B2b Distribution
- Mutual Fund Distributors
- Wealth Relationship Manager
- Business Development Manager
- Institutional Sales
- Client Acquisition
- Partner Acquisition
1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
6.00 LPA TO 7.00 LPA
Key Responsibilities:● Engage with clients and their families to understand their legacy aspirations, businesscontinuity goals, and succession preferences.● Develop customized estate and succession strategies, incorporating wills, trusts, familygovernance, nominations, and other planning tools.● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estateplanning solutions.● Educate clients about ...