Urgent Opening- Manager/ Sr Manager- Wealth Management
4 weeks ago
Position: Manager/ Sr Manager/ Wealth Management
Job Description:
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build
AUM.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market
trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.•
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,
fixed income, mutual funds, etc
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and
assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge
of competitors, must provide sound and reliable advice to clients
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information
clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong
logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request
for documentation
Preferred candidate profile
Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.
Perks and benefits
CTC- 8 Lpa 15 lpa
Location- Kolkata, Hyderabad, Bangalore
Interested Candidate can mail there resume to
Regards
Gaurav Singh
AVP- Talent Acquisition
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...
-
Wealth Manager
2 weeks ago
Delhi, Delhi, India AnandRathi Shares And Stock Brokers Limited Full timeWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager -Wealth SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he...
-
Wealth Manager
2 weeks ago
Delhi, Delhi, India GA Capital Management Private Limited Full timeWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies' Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...
-
delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Vice President of Wealth Management
6 days ago
delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd.Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...
-
Vice President of Wealth Management
6 days ago
delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCR About the Role: A short paragraph summarizing the key role responsibilities. Responsibilities: On boarding of new client acquisition. RM should aspire to have 50...
-
Vice President of Wealth Management
7 days ago
Delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Vice President of Wealth Management
7 days ago
New Delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...
-
new delhi, India Bajaj Capital Ltd Full timeRole & responsibilities Position: Relationship Manager/ Sr Relationship Manager Job Description: Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking...
-
Vice President of Wealth Management
4 days ago
Delhi, India Anand Rathi Wealth Limited Full timeAbout the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd.Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:- On boarding of new client acquisition. RM should aspire to have 50...
-
Wealth Manager
1 week ago
Delhi, India Wealthy Nivesh Full timeCompany Description Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...
-
Wealth Manager
2 weeks ago
Delhi, Delhi, India Wealthy Nivesh Full timeCompany Description Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...
-
On Roll
1 month ago
Delhi, India Supro Consulting Full timeApply for On Roll Sr. Sales Manager Urgent Hiring, Supro Consulting in Delhi ,Delhi/ NCR ,Gurgaon ,Bareilly ,Faizabad for 2 - 7 Year of Experience on TimesJobs.com.
-
On Roll
4 weeks ago
Delhi, India Supro Consulting Full timeApply for On Roll Sr. Sales Manager Urgent Hiring, Supro Consulting in Delhi ,Delhi/ NCR ,Gurgaon ,Bareilly ,Faizabad for 2 - 7 Year of Experience on TimesJobs.com.
