Premier Client Relationship Lead
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
2 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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Vice President
4 weeks ago
Bengaluru, India HSBC Full timeJob Description Job description We are currently seeking an experienced professional to join the International team of International Wealth and Personal banking team. Job Introduction The Indian diaspora is one of the largest and fastest growing in the world with 35.42 million people living outside India. Despite being widely spread and diverse, all...
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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
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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Client Relationship Lead
6 days ago
Bengaluru, India SmartQ Full timeAbout SmartQWe are a leading B2B Food-Tech company built on 4 pillars-great people, great food, great experience, and greater good. Solving complex business problems with our heart and analyzing possible solutions with our mind lie in our DNA. We are on the perpetual route of serving our clients wholeheartedly. Armed with the stability of an MNC and the...
