Wealth Manager or Wealth RM

1 week ago


Faridabad, India Avani Consulting Full time

Role & responsibilities

  • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time.
  • Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
  • Create an incremental SIP Book
  • Will be responsible for achieving New Business development targets by reactivating / activating new clients.
  • Ensure all clients are met on a regular basis.
  • Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book.

Contributing Responsibilities

  • To acquire new clients and activate them with asset collection.
  • Ensure 2-3 client meetings are done per day within your territory.

Preferred candidate profile

Minimum 3 Years of experience in wealth products or in MF

should have NISM 5A



  • Faridabad, Haryana, India Avani Consulting Full time ₹ 5,40,000 - ₹ 12,00,000 per year

    Role & responsibilitiesResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible for achieving New Business...

  • RM STORE EXECUTIVE

    1 week ago


    Faridabad, India Divya Placement Consultant Full time

    RM STORE EXECUTIVE Urgent Requirement RM- Store Executive Experience- 2-3 years Salary- 22k Industry- Sheet metal Location – Sector 6 Faridabad Job Description. Managing the inventory of raw material ensuring proper storage, receiving and issuing materials. Maintaining records and upholding quality control and safety standards. Regular Monitoring material...


  • Delhi, Faridabad, NCR, India Greenmint Finserve Pvt Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description: Client Relationship ManagerLocation: Sec 31, FaridabadIndustry: Financial Services / Wealth ManagementType: Full-TimeCompany Name : Greenmint Finserve Pvt.Ltd About us:Greenmint Finserve Pvt. Ltd. has been empowering individuals and families with wealth solutions for over 15 years. With a client-first approach, we specialize in building...


  • Faridabad, India Abacus Consultants Full time

    **5 - 12 years**: **Any Graduate**: **Working Capital**: **10 ~ 17 LPA**: **Job Name: Relationship Manager - IFG** **Job Title **:(Job Name) -Relationship Manager **Business Unit (PA) : Infrastructure Finance group** **Team **:(Sub team in the PA)** - IFG** **Reports to (job)**: Unit Head - IFG **Location of role **:Pan India **Job Fn **:Sales **Role...

  • Equity Advisor

    1 week ago


    Faridabad, India GRMAC Pvt ltd Full time

    Responsibilities: Advise clients on equity investments, trading, and financial planning. Conduct market & stock research for informed client decision-making. Manage Demat & Trading accounts and assist in portfolio management. Build strong client relationships and ensure high client satisfaction. Stay updated on NSE/BSE market trends, stock movements, and...

  • Equity Advisor

    1 week ago


    Faridabad, Haryana, India GRMAC Pvt ltd Full time ₹ 1,20,000 - ₹ 3,60,000 per year

    Responsibilities:Advise clients on equity investments, trading, and financial planning. Conduct market & stock research for informed client decision-making.Manage Demat & Trading accounts and assist in portfolio management. Build strong client relationships and ensure high client satisfaction.Stay updated on NSE/BSE market trends, stock movements, and...


  • Faridabad, India Proven Path Consulting Full time

    Hiring Alert – IT Sales Executive Location: Gurugram (5 Days Working, US Shift) Company: A global leader in IT & Digital Transformation Key Responsibilities Handle Inside Sales for Microsoft, Dell, HP, Lenovo, and IT services. Engage with North America clients through calls and emails to build relationships and drive business. Focus on Upselling and...


  • Faridabad, India VM Placement Solutions Full time

    Manage receipt, storage & issuance of raw materialsCoordinate daily shortages based on order/inventory levelProper labeling, segregation & traceable storageMaintain audit-ready, organized storageSupport audits & implement lean practices (Kaizen) Required Candidate profile Strong knowledge of raw materials and warehouse practices.Proficient in SAP MM, Excel...

  • Manager Factory

    2 weeks ago


    Faridabad, Haryana, India Goodyear Full time

    Manager-Factory Corporate AccountingLocation - Ballabhgarh Faridabad Principal Responsibilities Preparing Cost Audit Report for local law compliance Active participation in preparation of Indian GAAP accounts like Balance Sheet Related Party Transactions and other information s for notes to accounts for Statutory Limited Review Coordinating with...


  • Old Faridabad, India Divya Placement Consultant Full time

    QUALITY MANAGEMENT SYSTEM We are looking for QMS Engineer in Plastic Packaging of Food Grade Item. Location: Sector- 58, Faridabad Qualification: Diploma B.tech (Mech) Experience Required: 3 - 5 years Salary Range: 23K 10 Hrs  Who Have Good knowledge Documentation Should be Background of Plastic Packaging of food grade Item. Skills Role &...