WEALTH RELATIONSHIP MANAGER

DESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income,...

Sales Role OverviewLead acquisition and relationship management of HNI clients across Ahmedabad, Surat, and Baroda using your own strong local network.Achieve sales budgets quarterly & yearly.Design and review portfolios with a focus on IRR, asset allocation, tax efficiency, and long-term goal planning.Cross-sell mutual funds and other investment products...

Wealth Relationship ManagerLocation:AhmedabadPosition: Full-TimeAbout Caring Click EnterpriseClick Enterprise is a growingwealth-management and financial-distribution firmbased in Ahmedabad, servingclients across India.We offer investment solutions inEquity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance, helpinginvestors achieve long-term financial...

Company DescriptionOcean Finvest, SEBI-registered under INH000019460, is a trusted financial advisory firm dedicated to delivering innovative wealth management and financial solutions. Since our inception in 2014, we have empowered over 5000 families, investors, and enterprises, managing portfolios with an AUM of over ₹1000 crore. Our expertise includes...

Company DescriptionPremia Capital Pvt Ltd is an exclusive wealth management company , is dedicated to helping clients achieve financial prosperity through personalized and comprehensive financial solutions. Offering services like equity, mutual funds, insurance, demat account opening, portfolio management services (PMS), alternative investment funds (AIF),...

Position:- Relationship manager ( Wealth Management )Female candidates only who have career Gap more than 6 Month required.Core Responsibilities :-Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer...

AFFLUENT WEALTH TEAM LEAD Job SpecificationsRole Designation: Cluster Manager-Investment ProductsDepartment: Investment ProductsFunction: Sales Company: MOFSL Reporting to: Regional HeadLocation: AHEMDABADJob PurposeThe role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet...

*Company Description:Wealthy is a Fintech Wealth Management platform based at Banglore. Our platform enables professionals to grow wealth for investors, allowing partners to focus on their clients, earn a fair share of revenue, and build a second income. Thousands of partners across the country have joined & using our platform.*Role Description:This is a...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...