Sales Wealth Counselor

Role Overview:Key Highlights:Job Location:MumbaiDesignation:Sales Wealth Counselor - Private Wealth (Offline Sales)Experience: 4 YearsFunctional Area:SalesAbout the Role:A Sales Wealth Counselor responsible for ensuring delivery of various MIS reports as per requirements.Reporting To : Vice President - SalesJoining Time:ASAPCTC :As per industry standardsKey...

Experience range: 7-8 yearsSalary range: 18 to 27 lakhs per annumLocation: Mumbai only (Santa cruz east, Mumbai Job description:To advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager who can also perform sales. Would be required to engage with clients at a portfolio level, and advise on...

Candidate's Profile: The candidate will be an experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. The primary responsibility of this role is to cultivate strong relationships with NDs and wealth managers to promote and sell fixed income...

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,...

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)...

Roles &Responsibilities Heading the product management for Wealth & AlliedProducts Build new verticals for expandingbusiness relationships to allied industries including butnotlimited to fixed deposits insurancewellness and mutual funds Lead Digital Salesfor Wealth & Allied ProductsAcquisition of Institutional Partners Deepening Relationships andIncreasing...

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...

Job Title: Wealth AssociateCompany: Leading Financial FirmResponsibilities:Skilled in MS & Data Analytics.Demonstrated ability in creating content and slides for Wealth/Investment items.Generate creative and suitable product suggestions.Assist BD/Sales teams with comprehensive research and impactful slides.Familiar with PMS/AIF and MF...

About Nuvama :Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

About Nuvama :Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Experience : 2 years+ Qualification : Graduate/MBA (Finance)Location: Mumbai - BKC (Kurla West)- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients. One should target to set 15 meetings per month for Senior Management. Pitching wealth products to HNI/...

Responsibilities : Customer Profiling Consultation related to wealth management Client interaction References from existing clients to acquire new clients Updating clients on market Giving the proper information to clients of a transaction at a specific interval. Strive towards achieving an individual goal and thereby the branch and...

Company DescriptionA D Naik Wealth is a prominent wealth management firm based in Mumbai. With a rich history of 35 years, the company oversees assets exceeding Rs. 3000 Crore and caters to 5360 families in India and 25 countries globally. A D Naik Wealth is dedicated to empowering their clients' ambitions and ensuring financial independence. The firm has...

Company DescriptionA D Naik Wealth is a leading wealth management firm located in Mumbai. With a legacy of excellence spanning 35 years, the company manages assets worth over Rs. 3000 Crore and serves more than 5360 families across 217 locations in India and 25 countries worldwide. A D Naik Wealth is dedicated to enabling the aspirations of their clients and...

Work for Mumbai's No. 1 Training Institute for Freshers with Guaranteed Placement as a senior counselor and help the expansion of more centers in Mumbai and other PAN India locations.Desired Experience:Minimum 2 Years Experience in a top training institute handling roles as Senior counselor.Should be comfortable to work individually as well ready to lead a...

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...

We are hiring the position of Course Counselor (Sales Executive) for one of our client.Position : Course Counselor (Sales Executive)Experience : 1 years to 4 yearsSalary : 30k to 35k (It depends upon your interview performance )Location :Santacruz East, MumbaiWorking Days : Monday to SaturdayWork Mode : Work from Office-Full-timeWe are looking for a...

Dear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...