Wealth Manager – Wealth Management

Function : Client Relationship Management Role Context: As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm’s...

Role Context :• As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm’s financial planning framework and with the help of our Product and Investment Teams.• Acquire new Wealth Management prospects aligned to firm’s target market, develop new territories• Build...

Job Description:We are seeking a dynamic and visionary leader to serve as the Chief Executive Officer (CEO) for our wealth management company. The ideal candidate will possess a strong background in the insurance sector, coupled with extensive experience in strategic leadership, business development, and financial management. As the CEO, you will be...

About Client :Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation : Wealth ManagerExperience : 1 - 9 YearsEducation : MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary: The wealth manager is the ultimate face of the business as He / She is...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and...

About the internship:Selected intern's day-to-day responsibilities include: 1. Recruitment2. Employee query and Data Handling3. Social media post and building networking4. Employee recreational Activity/ Fun day activity > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th...

Job Responsibilities:Recruiting screening and training new agents.Analyzing performance and drawing up action plans. Establishing strong relationships with staffand clients. Ensuring all staff exercise goodtime management. Obeying agency regulationsguidelines and policies and ensuring staff does the same. Researching current industry/market trends andusing...

Generating leads and conversion to sales for Bonds - Government, Government Company, State Government, Municipal Corporation, Corporate Fixed Deposits, Structured Products. - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis. - Maintain and update key account records - Document...

**Responsibilities**: - Has to train and empower for Financial Products like mutual funds, life insurance and general insurance - Has to handle existing clients. **Qualifications**: - Has good communication skills - Has technical know-how of financial instruments - Experience in relative field added advantage **Office address**: G-1B, International Trade...

We are seeking a dynamic and resultsorientedleader to join our vibrant retail branch as Senior Branch SalesManager. In this pivotalrole you will play a critical role in exceeding sales targetsfostering a motivated team and delivering exceptional customerservice. JobRoles and Responsibilities: Achieve ambitious sales targets fora range of retail banking...

Opening: 1 Nos.- Job ID: 65134- Employment Type: Full Time- Reference: - Work Experience: 2.0 Year(s) To 5.0 Year(s)- CTC Salary: 2.00 LPA TO 4.80 LPA- Function: Marketing / Advertising / MR / PR- Industry: Media/Publishing/Entertainment- Qualification: Any - Any Graduation- Location: - Surat Posted On: 28th Jul, 2023 **- We are looking for a talented...

Greet and welcome guests as soon as they arrive at the office - Direct visitors to the appropriate person and office - Answer, screen and forward incoming phone calls - Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures) - Receive, sort and distribute daily mail/deliveries - Maintain...

**The Job Overview** We are seeking a dedicated graphic designer to join our growing company. You will collaborate with other designers to create effective and eye-catching images and campaigns to increase our user base. As a graphic designer, we hope you can put your passion for design to create beautiful images and compelling content. Your duties will...

Thorough understanding of margin requirement for Cash and Derivatives segment i.e. SPAN, Peak/EOD margin, intraday margin etc. - Client set up on trading system, setting up applicable broking rules as per the client segment, updation of margin, margin withdrawal, mapping of restricted security basket to respective category of clients - Regular monitoring...

A Associate Relationship Manager is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **JOB DESCRIPTION**: - Manage a team of managers for Direct Sales - Life Insurance Sourcing. Also to source products...

Profile: CA - Inter Location: Majura Gate, Surat Experience: Atleast 1 year experience required Post - Articleship. **Salary**: 25k to 33k. There are Vacancies in multiple companies!! 1) Busniess Consultant Company - range : 25k to 33k. 2) Wealth management Company - range : 25k to 33k Both locations at Majura Gate! **Responsibilities**: **Job...

We are looking for an experienced, driven civil engineer with a wealth of industry knowledge. To ensure success, the ideal candidate should be comfortable splitting their hours between the office, on-site visits, and attending council meetings.The civil engineer should be a critical thinker and have sound subject knowledge of mathematics and physics to...

We are looking for an experienced, driven civil engineer with a wealth of industry knowledge. To ensure success, the ideal candidate should be comfortable splitting their hours between the office, on-site visits, and attending council meetings.The civil engineer should be a critical thinker and have sound subject knowledge of mathematics and physics to...