Urgent Opening- Sr Manager/ Chief Manager- Wealth Management
3 weeks ago
Urgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:- Develop and provide solutions to the client’s basis their requirements- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM- Initiate portfolio review of the existing investors in a timely manner- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends- Share regular updates with the investors with regards to the schemes, research papers, etc.- Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves:- Excellent socializing and relation building skills.- 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- Able to analyse the requirement of the client’s basis their financial goals and have strong logical and numerical ability- 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- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles- Candidate Should have a minimum 7 Years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.- Possession of requisite certifications will be an added advantage- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.- Should have a proven track record of AUM generation.- Aum size minimum 30 crLocation- mumbai, pune, KolkataSalary- 15 lpa- 25 lpaInterested Candidate can mail there resume toGaurav.
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mumbai, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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Mumbai, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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mumbai, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking...
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Mumbai, Maharashtra, India Bajaj Capital Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client's basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from...
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Mumbai, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking...
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Mumbai, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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Delhi, Mumbai, NCR, Pune, India Quotient Consultancy Full time ₹ 10,00,000 - ₹ 50,00,000 per yearLeading Broking Firm Hiring Wealth ManagersACROSS INDIAInterested please connect with MAHEK and drop CV at Locations:Delhi (Connaught Place, Bhikaji ), Noida/ GurgaonBangaloreChennaiHyderabadMumbaiKolkataPuneDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct...
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Wealth Manager
2 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per yearAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
4 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
