Relationship / Wealth Manager – Wealth Management

Profile –  Relationship / Wealth Manager Position Title  : Asst. Manager / Manager /AVP 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...

Wealth HeadAbout Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth HeadQualifications: MBA/PGDM in FinanceProfessional Certifications: CFP, NISM, IRDAExperience : 10 - 15 years in Financial Industry pref. Broking/ Capital Markets Role Summary: If...

Profitence Wealth is an Independent Wealth Investment and Advisory Firm. We understand the complex financial needs of families and corporate, and we offer them unique products and services that can meet their requirements. We offer products and services like Portfolio Management Services, Equity Share Trading Demat Account, MFs, Bonds, Insurance etc. About...

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...

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 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...

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...

**Responsibilities**: - Assist in the formulation of strategies to build a lasting digital connection with consumers - Plan and monitor the ongoing company presence on social media (Instagram, LinkedIn, Facebook, Twitter, YouTube, etc.) - Research social media trends and competitors - Strategize and execute social media campaigns to increase followers,...

Carry out tele calling activities to potential customer from provided data base or leads - Generate lead through tele calling activity for Insurance, Mutual fund, Stock trading etc. products & services. - Briefing about our company product and services we offer - Keep records and reports pertaining to tele calling activity - Co-ordinate with on field sales...

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 DESCRIPTION**: **Insignia RM - Surat/Vadodara/Ahmedabad** **Experience**:5-8 years **Locations**:Surat, Vadodara & Ahmedabad **Primary Skills**:Wealth products (Trade Forex, Insurance, Investments, Retail Assets), cross sales, Business banking **Desired Skills & Responsibilities**: 1. Increasing the Liability book and Investment AUM portfolio size...

We are seeking a new graphic designer to join our team. You will be designing a wide variety of things across digital and offline media. To be successful in this position, you’ll be a self-starter, capable of delivering brilliant creative ideas, and show amazing attention to detail. **Graphic Designer Responsibilities**: - Planning concepts by studying...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

Female Preferable - 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...

Job Title: Relationship Manager Job Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education:- Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...

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...

Promising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...

1 to 2 years experience in Life Insurance **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Health insurance - Leave encashment Schedule: - Day shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Majura Gate, Surat - 395002, Gujarat: Reliably commute or planning to relocate before starting...

Generating leads and conversion to sales for Insurance (Life & General Insurance) also mutual fund, damt account and other investment products. - All work related to Insurance like Policy explanation, generation, claim settlement - Track keeping of all leads and regular follow ups and update - Meeting with customers, their detailed requirement analysis and...