Wealth Rm

**Competency**:BD - RM Wealth Mumbai**Department**:Business Development**Designation**:Relationship Manager**Legal Entity**:Choice Connect Private Limited

Job DescriptionAccount ManagerAn accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business.Role:1)FinancialPlanning Portfolio Strategy and Reportinga.Assistingthe RM in making of financial plans for clients keeping in mindi. Clientrequirement andii. Our 2point strategy by following the 6 step...

Role-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full Time · We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. · The role holder will be responsible for acquiring NTF (new to the firm)...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management businessRole:1)Financial Planning , Portfolio Strategy and Reportinga.Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb.Reporting the performance of...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a.Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b.Reporting the...

Job Title: Head of Wealth ManagementCompany Overview: Our company is currently looking for a dynamic Head of Wealth Management to lead and drive the growth of our new wealth management division.Position Summary:The Head of Wealth Management plays a crucial role in spearheading the launch and expansion of our wealth management division. This position calls...

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth Management ...

Preferred RM HeadSUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

Role-Relationship Manager – Sales (Wealth Management)Salary-As per industry standardFull Time We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients,...

Location:MumbaiJob PurposeWealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region.KEY...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development.2. Working on financial planning, portfolio strategy, documentation, and reporting. > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 13th May'24 and 4th...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Role - Corporate Treasury Sales (MFD RM)Experience YearsLocation - Mumbai, Bangalore, Hyderabad, Delhi & ChennaiMode - WFO - 5 daysThe role of a Corporate Treasury includes:Acquiring new corporate clients & managing the relationship for their investments in mutualfunds and fixed-income instruments.Ability to process several inputs provided by B&K's internal...

JOB DETAILSBuild and manage a distribution / channel partner network of corporate Mutual Fund distributors and IFAs for promotion of company's product offering. Expected relations Achieve designated monthly, quarterly and annual sales targets by managing mapped and sourcing new channel partners.Increase individual channel partner contribution to company's...

JOB DETAILSBuild and manage a distribution / channel partner network of corporate Mutual Fund distributors and IFAs for promotion of company's product offering. Expected relations- 20-25Achieve designated monthly, quarterly and annual sales targets by managing mapped and sourcing new channel partners.Increase individual channel partner contribution to...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

Job PurposeWealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region.KEY...

Team Lead, Treasures RM -(WD53617) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...

Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO.Our purpose is to empower clients to achieve their financial aspirations.Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai.The RM...