Premier Client Manager
4 days ago
Location – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or F2F Presentations to clients.3. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.4. Prior experience of working in a wealth management firms, Private banking,PMS Advisory High ticket Sales with exposure to HNI client management.5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management6. Maintaining client relationships and generate Asset Under Management (AUM)from preferred clients.7. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.8. To coordinate with product and research team for taking investment decision forthe clients.Candidate9. Good ability to analyse client data, identify trends, create lasting impressionsthrough impactful presentations are necessity for the job.10. Candidates having experience in PMS Sales and meeting clints F2F onground.11. Impeccable sales skills to handle HNI clients and PMS.12. Good Sales negotiator and able to close high ticket sales.13. Good knowledge of Equity Markets and other Investment assets.14. Mandatory certification required: NISM XA & XB
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Premier Client Manager
4 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up...
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Premier Client Manager
4 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up...
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Premier Client Manager
3 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients – PMP Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up...
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Premier Client Manager
5 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Premier Client Manager
4 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Premier Client Manager
4 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Premier client manager
2 days ago
Bengaluru, India Equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Senior Premier Acquisition Manager
7 days ago
Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearSenior Premier Acquisition Manager-Business Banking-RL SALES-Sales Senior Premier Acquisition Manager – Business Banking KRAs: · Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics · Responsible for generation of revenues through sale...
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Premier Client Relationship Lead
4 days ago
Bengaluru, India equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Site Start Up Associate Ii
2 weeks ago
Bengaluru, India Premier Research Full timeAt Premier Research, we help biotech and specialty pharma companies transform life-changing ideas into reality. What we do is profoundly connected to saving and improving lives, and we recognize our staff members are the most valuable asset in delivering success. Inspiring and nurturing staff to do their best work means a better, healthier future for all....
