Waytogo Consultants | Wealth Banking RM_B2B

3 weeks ago


Delhi, India Waytogo Consultants Full time
Responsibilities:

 To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancingand upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clientsthrough regular weekly / monthly calls



  • Delhi, Delhi, India Waytogo Consultants Full time

    Job OverviewAt Waytogo Consultants, we are seeking a highly skilled Senior Banking Legal Specialist to join our team. This role will be responsible for managing legal risk across the business and providing strategic advice to support the growth of our Bank India operations.Key ResponsibilitiesContribute to the development of our Bank's strategy by...


  • Delhi, Delhi, India Waytogo Consultants Full time

    Waytogo ConsultantsCompany OverviewWe are a dynamic and innovative consulting firm dedicated to delivering exceptional services to our clients. Our team is comprised of highly skilled professionals who work collaboratively to meet the ever-evolving needs of our clients.SalaryThe successful candidate can expect a competitive salary of approximately ₹800,000...

  • Senior Banking Lawyer

    3 weeks ago


    Delhi, Delhi, India Waytogo Consultants Full time

    Company Overview:">We are Waytogo Consultants, a leading consultancy firm dedicated to providing expert advice on banking and finance. Our team of experienced professionals is passionate about delivering high-quality services that meet the needs of our clients.">About the Role:">We are seeking an exceptional Senior Banking Lawyer to join our team in India....


  • Delhi, India Waytogo Consultants Full time

    Diversity HiringBranch Operations Manager is typically responsible for overseeing the operations of a bank branch, ensuring smooth functioning, compliance with banking regulations, customer service excellence, and driving operational efficiency.Supervise day-to-day operations of the branch, ensuring smooth workflow and quality service.Oversee branch cash...


  • delhi, India Waytogo Consultants Full time

    Diversity HiringBranch Operations Manager is typically responsible for overseeing the operations of a bank branch, ensuring smooth functioning, compliance with banking regulations, customer service excellence, and driving operational efficiency.Supervise day-to-day operations of the branch, ensuring smooth workflow and quality service.Oversee branch cash...


  • delhi, India Waytogo Consultants Full time

    Business Function Legal, Compliance & Secretariat ensures that the bank's interests are protected by zealously guarding and enhancing its reputation and capital. We also work to maintain a good standing with all our regulators, customers, and business partners. Because we believe that at the heart of business banking is to uphold the values of trust and...


  • Delhi, India Waytogo Consultants Full time

    Business FunctionLegal, Compliance & Secretariat ensures that the bank's interests are protected by zealously guarding and enhancing its reputation and capital. We also work to maintain a good standing with all our regulators, customers, and business partners. Because we believe that at the heart of business banking is to uphold the values of trust and...


  • Delhi, India Waytogo Consultants Full time

    Urgent Opening forBranch Sales Manager CASA Team Handling for Private Banking .CTC 7.7lacJob Location - ChennaiCandidate required from Private Bank And Life Insurance who are working in Direct channel segment as Team leader or Individual Role.Mobilize business for Current Accounts and Savings AccountsDrive numbers and valueRecruit and train the team members...


  • delhi, India Waytogo Consultants Full time

    Urgent Opening for Branch Sales Manager CASA Team Handling for Private Banking .CTC 7.7lacJob Location - ChennaiCandidate required from Private Bank And Life Insurance who are working in Direct channel segment as Team leader or Individual Role.Mobilize business for Current Accounts and Savings AccountsDrive numbers and valueRecruit and train the team...

  • Operations Manager

    2 weeks ago


    Delhi, Delhi, India Waytogo Consultants Full time

    At Waytogo Consultants, we are seeking a highly skilled Operations Manager to lead our pan India credit card collection team. This is an exciting opportunity for a seasoned professional to oversee the entire debt collection process, ensuring timely payments and exceeding performance targets.About the Role:Manage a team of collection executives across various...


  • delhi, India Wint Wealth Full time

    About Us:Established in 2020, Wint Wealth is one of India’s largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments.Wint Wealth also operates its own NBFC, Wint Capital, with a current AUM of Rs. 200 crore and...


  • Delhi, India Wint Wealth Full time

    About Us:Established in 2020,Wint Wealth is one of India’s largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments.Wint Wealth also operates its own NBFC, Wint Capital, with a current AUM of Rs. 200 crore and an...


  • delhi, India SaShr Consultants Full time

    Company DescriptionWe are hiring a finance controller for very large Wealth Management Firm based in MumbaiRole DescriptionThis is a full-time on-site role for a Finance Controller-Wealth Management at SaShr Consultants in Mumbai. The role involves optimizing financial statements, utilizing analytical skills, managing finance and financial reporting, and...


  • Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    Join Anand Rathi Share and Stock Brokers Ltd as a Strategic Wealth Management Consultant, where you will be the ultimate face of the business. As a key member of our wealth management team, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional standards of service.The ideal...


  • Delhi, India SaShr Consultants Full time

    Company DescriptionWe are hiring a finance controller for very large Wealth Management Firm based in MumbaiRole DescriptionThis is a full-time on-site role for a Finance Controller-Wealth Management at SaShr Consultants in Mumbai. The role involves optimizing financial statements, utilizing analytical skills, managing finance and financial reporting, and...


  • Delhi, India SaShr Consultants Full time

    Company DescriptionWe are hiring a finance controller for very large Wealth Management Firm based in MumbaiRole DescriptionThis is a full-time on-site role for a Finance Controller-Wealth Management at SaShr Consultants in Mumbai. The role involves optimizing financial statements, utilizing analytical skills, managing finance and financial reporting, and...

  • Financial Specialist

    2 weeks ago


    Delhi, Delhi, India Wint Wealth Full time

    Company OverviewWint Wealth is a leading online bond platform in India, trusted by over 60,000 investors. Established in 2020, our platform provides accessible and secure bond investments to retail investors.About the RoleWe are seeking an experienced Accountant to join our team as a Financial Specialist. As a key member of our finance department, you will...


  • Delhi, Delhi, India deVere Group Full time

    DeVere Group is a leading digital private investment bank and asset management organization.Wealth Management Advisor RoleWe are seeking an experienced wealth management advisor to join our team. As a senior financial professional, you will be responsible for providing personalized investment solutions to help clients achieve their long-term financial...


  • Delhi, Delhi, India deVere Group Full time

    As a Professional Wealth Management Consultant at deVere Group, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Our company is committed to delivering personalized, independent financial advice to our clients. We believe that everyone deserves a secure financial future, and we strive to make a...

  • Business Legal

    3 weeks ago


    Delhi, India Waytogo Consultants Full time

    Business Function Legal, Compliance & Secretariat ensures that the bank's interests are protected by zealously guarding and enhancing its reputation and capital. We also work to maintain a good standing with all our regulators, customers, and business partners. Because we believe that at the heart of business banking is to uphold the values of trust and...