Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
3 weeks ago
Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 Years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Delhi, Bangalore Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav.
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GTB Nager, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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GTB Nager, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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Wealth Manager
3 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
4 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth manager
2 weeks ago
Gtb Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth manager
2 weeks ago
Gtb Nager, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
3 weeks ago
GTB Nager, India KG Engineering & Consultancy Full timeJob Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...
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Wealth Manager
3 weeks ago
GTB Nager, India TIGI HR Full timeWealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager) Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi Experience: 2 – 5 Years About the Role We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing...
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Wealth Manager | Private Banker | Pan India
3 weeks ago
GTB Nager, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, PuneWe’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...
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Wealth Manager | Private Banker | Pan India
3 weeks ago
GTB Nager, India MetaMorph Full timeSenior Wealth Managers | Locations – Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, PuneWe’re expanding our Wealth Management team and looking for seasoned Private Bankers / Senior Wealth Managers who can manage and grow high-value client portfolios (₹1 Cr+ investable surplus).What You’ll Do:Acquire & manage HNI clients (₹1–5 Cr+...
