Wealth RMs

Description:Job Description (Wealth Sales):Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and...

Wealth RM Location-Chennai Experience: 2+ years Qualifications: Any Graduate Experience in Dealing with Existing Clients Skills Required Should be ok for open market sales Must be ok for Sales Need to do client acquisition Products-Mutual Fund,Demat account,PMS Should do self sourcing

Wealth RMLocation-ChennaiExperience: 2+ yearsQualifications:Any GraduateExperience in Dealing with Existing ClientsSkills RequiredShould be ok for open market salesMust be ok for SalesNeed to do client acquisitionProducts-Mutual Fund,Demat account,PMSShould do self sourcing

Wealth Sales INDIVIDUAL ROLE- 250 CR AUM only investment MF PMS AIF Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend...

Job description Role & responsibilities Exp. in Private Banking is must .To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

Job Description About Us Founded in 2012, Scripbox is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their...

About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPrivate Wealth Manager / WM / RMExperience - 2 yrs to 10+ yrsLocations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , HyderabadRequirement -The responsibilities of the role are as follows:Meeting with clients in person to discuss...

About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories the branches act as the face of Axis Bank for millions of retail customers and is hence an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank NTB customers and are also core drivers of the Bank s...

Role & responsibilitiesAdvising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.Asset allocation, financial planning and risk management according to client risk profile.Acquiring New Clients, activation of inactive clients, client retention.360-degree Financial planning of HNI, UHNI...

Job descriptionJob Description - Account ManagerAn account manager (AM) role is to support the RM in maintaining and building the RM wealth managementbusiness.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirementb. Reporting the performance of the...