Wealth Sales Rm

**Basic Min Criteria: - **Must be** currently based out of Gurugram / Delhi /NCR - ** Min 1-year Experienced** wealth manager with a portfolio of clients. - **Fresh Post Graduates** with NISM series -VA will also be considered. Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office...

Key Result Areas:- Achieving sales targets for the firm's PMS& AIF Products in B2b channels across Wealth, PCG, Bank and IFA Channels- Empaneling Regional Distributors, RIAs and IFAs in mapped geography- Ability to understand the company's Investment approach and product suite and communicate effectively with RM's/ TL across various...

Reference Code: - 490-24 - Job Title: **RM - Partner Sales - Financial Services - Gurgaon** - Category: - Financial Services - Job Description: - Job Responsibility - 1. Managing end to end sales operations for customers and POSP - 2. Activation of the point of sales channel and activating them for the range of products offered by the company - 3....

Merits Capital Market Services Private Limited is currently seeking a skilled and motivated Wealth Manager to join our team.- As a Wealth Manager, your main responsibility will be to manage and grow a portfolio of high net worth clients, providing customized investment advice and implementing investment strategies that align with client goals and risk...

**5 - 12 years**: **Any Graduate**: **Sales - Current Account - Wealth**: **8 ~ 17 LPA**: Job Name - PA (Business Unit) : -CARM - Retail Branch Banking Job Title : (Job Name) - CARM Business Unit (PA) : RBB Team : (Sub team in the PA) : RBB Reports to (job) : Branch Manager Location of role : Pan India Job Fn : Sales Role Type: Individual Contributor No of...

Job Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products .The ideal candidate will be responsible for acquiring...

Job Summary:We are seeking an experienced and drivenProduct Manager - Wealthto lead the strategy,development, and growth of our wealth management products, includingMutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products .The ideal candidate will be responsible for acquiring new...

Job Summary:We are seeking an experienced and drivenProduct Manager - Wealthto lead the strategy,development, and growth of our wealth management products, includingMutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products .The ideal candidate will be responsible for acquiring new...

Business Development Manager- Lead Banking AlliancestraKey roles and responsibilities:Business Development:- BDMM- FI is a critical point of contact for the Financial Institutions where Credila has a distribution tie up.- RM is entrusted to maintain excellent business relationships, own and drive business targets through assigned partnerships- RM is expected...

**RBL Bank PCRM (Preferred Current Account RM)** Job Title: PCRM (Preferred Current Account RM) Overall Goal: Current Account RM will be responsible for - Acquisition of new Business Entity customers and creating CA Book - Management of Acquired Current Account customers - Enhancement of the relationship by cross-selling products and services as per the...

CRT-RM: health customer service relationship manager Excellent communication skills 6 days working 1 week off Shift Timing: - 10am to 7pm Location gurugram **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Provident Fund Shift: - Day shift Supplemental pay types: - Commission pay

**Location**: - Gurugram **Overview** **About Us** Madhyam started its mission with a vision to multiply the wealth and well-being of its clients by providing professional real-estate consultancy services. We have our physical presence in several cities in past few years with dedicated sales team. Our motive is to provide a awesome real estate service to...

SummaryWe are activelyHiring For REAL ESTATELocation : GurugramPosition: Investment Consultant, Portfolio Manger, Sales Manager.Experience: Min 3 Years of Relevant experienceSalary : 4 Lac - 8 Lac AnnualResponsibility• Maximise revenue generation and lead closures through cold calling, networking, social media, and marketing campaigns.• Client...

**Location**: - Gurugram **Overview** **About Us** Madhyam started its mission with a vision to multiply the wealth and well-being of its clients by providing professional real-estate consultancy services. We have our physical presence in several cities in past few years with dedicated sales team. Our motive is to provide a awesome real estate service to...

**Job description**: **KEY ACCOUNTABILITIES** Present business plans to the potential client and negotiate the terms and conditions of the franchise agreement. - Scheduling sales meet with interested delegates and follow them up till franchise sign-ups. - Coordinate the franchise recruiting process. - Manage franchise sales and lead database. - Coordinating...

**Job description** We are looking for highly motivated individual for the role of Sales Executive to help us build up our business activities and manage sales of financial products and services across India. **Responsibilities**: **1. **Identification and approaching the prospective clients through cold calling, networking, social media, campaign,...

**Job Description & Responsibility** Identify and generate potential clients for the residential business. Manage the transaction facilitation through the entire cycle from property identification, negotiations and documentation. Network and build relationships with HNIs and corporate clients. Interact with clients to market the primary projects and to...

Converting leads into successful business. Responsible for completing the entire sales process. - Cross sales of other products to existing clients. - Should be capable of explaining the entire product features and buying process to the client. - Follow-up calls with prospective clients who have shown interest in buying products with the company. -...

Location: The Circle, Huda City Center, Gurugram, Haryana **JD - Sales Lead / Sales Manager** **About the Company**: Real Estate is the oldest and richest industry. Today, India is witnessing rapid growth in residential home construction. OCulture, part of group Philom, is into the styling of homes. We make homes visually stunning at the time of sale using...

**Job Description & Responsibility** Identify and generate potential clients for the residential and commercial business. Manage the transaction facilitation through the entire cycle from property identification, negotiations and documentation.Network and build relationships with HNIs and corporate clients. Interact with clients to market the primary...