Wealth Manager
2 weeks ago
Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:none; text-autospace:none; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi; mso-ansi-language:EN-US; mso-fareast-language:EN-US;} TheWMwill be required to move into the market and promote services of the company, brief people about the utility of our services and handle operationaland technical issues of our existing clientele. SkillsRequired 1.ConvincingSkills|AnalyticalSkills|InterPersonalSkills 2.InteresttowardsSales&FieldActivities 3.SelfMotivated|Extrovert|Confident 4.InclinationtowardsFinance KRA /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:none; text-autospace:none; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi; mso-ansi-language:EN-US; mso-fareast-language:EN-US;} 1.ManageaTeamofRMsandSRMs–TrainandUpgradethesame 2.ManageClientPortfolios 3.CreateLeadsPipeline 4.ArrangeParticipantsforEventswiththesupportofhisTeam 5.AcquireClientsfromLeadsprovidedbySystem 6.StayUpdatedofFinancialMarketEvents 7.UnderstandFinancialPlanning 8.AnalyzeandImproveTeam’sPerformance 9.StrategiestoensureTeamkeepsachievingAnnualNumbers 10. Plan&OrganizeBTLActivitiesasandwhenrequired
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Wealth Management
2 days ago
Lucknow, Uttar Pradesh, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionOur client is one of the leading NBFC.Cluster Head / Regional Head - Private WealthExperience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation - Bhubaneswar ,Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad,Education - UG / PGRole DescriptionThis is a...
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Wealth Manager
1 week ago
Lucknow, Uttar Pradesh, India STAFFIAA Full timeWe re Hiring Wealth Manager Leading Wealth Management Firm Locations Chennai Hyderabad Coimbatore Madurai Bangalore Delhi Mangalore Mumbai Pune Indore Nagpur Ahmedabad Jaipur Lucknow Experience Minimum 8 years in Wealth Management CTC No bar for the right candidate Company One of India s Leading Wealth Management Firms About the Role We are looking for...
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Wealth Manager
6 days ago
Lucknow, India White Force Full timeJob description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:none; text-autospace:none;...
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Virtual Relationship Manager
3 weeks ago
Lucknow, India upGrad Rekrut Full timeKey Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital...
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Tele Calling Executive
1 week ago
Lucknow, India BFC Capital Full time**BFC CAPITAL** BFC Capital is not only the wealth management arm of Group BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades. Listed below are some key attributes of the company - Assets Under Management: Rs. 7 Billion+ Retail Client Base: 12,000+ Corporate...
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Telesales Executive
19 hours ago
Lucknow, India BFC Capital Full time**BFC CAPITAL** BFC Capital is not only the wealth management arm of Group BFC but also the group's flagship company. Team Capital has been providing Financial Solutions to retail and corporate clients for over two decades. Listed below are some key attributes of the company - Assets Under Management: Rs. 7 Billion+ Retail Client Base: 12,000+ Corporate...
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Back Office Manager
6 days ago
Lucknow, Uttar Pradesh, India INVESTWAYS FINSERV PRIVATE LIMITED Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionWith over 25 years of expertise in the financial services domain, INVESTWAYS FINSERV PRIVATE LIMITED has served thousands of satisfied clients across India. Our core competencies include wealth creation through investment in mutual funds and debt securities, providing insurance services, and offering personalized services to meet the...
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Relationship Manager- Mutual Fund Sales
2 weeks ago
Lucknow Division, India Onxx Staffing Solutions Full timeRelationship Manager - Mutual Fund Sales Sound knowledge of markets and various financial products with the ability to present Product briefing to Wealth Management counters Handle sales through Banking and Wealth channels by regular engagement with the concerned stakeholders in the location Increasing market share and broad basing the business in the...
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Sales Manager
2 weeks ago
Lucknow, India Invest Mango Full timeCompany Overview Invest Mango, a prominent player in the Real Estate industry, specializes in providing tailored real estate investment options across various locations. Our unique inquiry process is carefully managed by our Portfolio Managers who ensure a streamlined service from identifying property needs to site visits and finalizing agreements. With a...
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Sales Manager
2 weeks ago
lucknow, India Invest Mango Full timeCompany OverviewInvest Mango, a prominent player in the Real Estate industry, specializes in providing tailored real estate investment options across various locations. Our unique inquiry process is carefully managed by our Portfolio Managers who ensure a streamlined service from identifying property needs to site visits and finalizing agreements. With a...