Wealth Rm

**Competency**: BD - RM Wealth Mumbai **Department**: Business Development **Designation**: Relationship Manager **Legal Entity**: Choice Connect Private Limited

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

**Company**: Wealth Management **Location**: Mumbai **Responsibilities**: - Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, - Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / DSA /IFA - Doing various training programs for partners to train them for various financial products -...

Sales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ April 16, 2024 - April 17, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Course Type **Full Time - **Min Required Experience (Years) **6 - **Max Required Experience (Years) **8 **Key Skills Required**: - New client acquisition through use of...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer...

We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer...

Role-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full Time · We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. · The role holder will be responsible for acquiring NTF (new to the...

Role-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full Time · We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. · The role holder will be responsible for acquiring NTF (new to the firm)...

**Role** - Corporate Treasury Sales (MFD RM) **Experience** - 5 - 10 Years **Location** - Mumbai, Bangalore, Hyderabad, Delhi & Chennai **Mode** - WFO - 5 days **The role of a Corporate Treasury includes**: 1. Acquiring new corporate clients & managing the relationship for their investments in mutual funds and fixed-income instruments. 2. Ability to...

Finance Mumbai _Mumbai_ June 14, 2023 - June 14, 2024 Wealth Management **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **5 - 8 LPA - **Course Type **Full Time - **Min Required Experience (Years) **2 - **Max Required Experience (Years) **4 **Profile - Investment Councilor** **Role**: Investment Councilor **Position Title**:...

**Location**:Mumbai **Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location /...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

Team Lead, Treasures RM -(WD53617) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai....

KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1.Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2.Showcase entire product suite of “Kotak Group” to existing clients and growing their assets across...

KEY RESPONSIBILITIES AND ACCOUNTABILITIES1.Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile.2.Showcase entire product suite of “Kotak Group” to existing clients and growing their assets across...