Wealth Manager

The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement and advice delivery framework. Key Responsibilities : To contribute to the achievement of the financial targets and business composition goals of the firm. Identify and build high-quality client...

SALARY: 7 to 8 lakhsLOCATION: DelhiVACANCIES: 1QUALIFICATION: Any GraduateMALE/FEMALE: Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILS1. Candidate will be responsible for Wealth Management Advisory.2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.3....

SALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...

JOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

Job Role: Private Wealth ManagerLocation : Mumbai Responsibilities: Sourcing of new clients: Aim on exploring one’s existing client base including natural market to set up a good foundation for the career ahead. Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. Managing Relationships: Undertake complete...

Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for their clients. It displays a comprehensive performance profiling detailing the...

Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit.Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation.

Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation.

Wealth Manager-Cluster Head-Playing & Non Playing Captain profile-Financial Services Firm-(Private Wealth Division)Job Description: Wealth Manager Roles and Responsibilities:- Acquisition of Private Wealth clients through networking, database, market analysis, and references- Maintain client relationships and generate AUM (Mutual fund, PMS, Insurance,...

Wealth Manager-Cluster Head-Playing & Non Playing Captain profile-Financial Services Firm-(Private Wealth Division)Job Description: Wealth Manager Roles and Responsibilities:- Acquisition of Private Wealth clients through networking, database, market analysis, and references- Maintain client relationships and generate AUM (Mutual fund, PMS, Insurance,...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit.Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation.

Job Title: SR. NRI Relationship Manager Wealth Location: MumbaiExperience: 5 years + in to BFSI IndustrySalary Range: INR 12,00,000 p.A. to INR 15,00,000 p.A. + IncentivesJob Description:A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services offered by the...

 Manage customer’s issues on service or investment needs. Escalate if required. Probe andidentify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries &complaints. Ensure full training & briefing on all product launches & upgrades. Research...

Designation: Wealth ManagerExperience: - 8 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry:BFSIRole Summary:The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high net worth relationships and managing & retaining such...

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book .IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

 Manage customer’s issues on service or investment needs. Escalate if required. Probe andidentify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries &complaints. Ensure full training & briefing on all product launches & upgrades. Research...

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client...

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client...