Urgent - Head - Wealth Management (3-10 Yrs) Mumbai/bangalore/ahmedabad/dubai (bfsi Sales)
4 weeks ago
- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for acquiring on boarding new HNI UHNI clients with understanding and recommending wealth management products enhancements To further develop and maintain new client relationship with new wealth management strategies - This position is responsible for managing the delivery of our wealth management segment coach train and support our wealth management sales staff oversee wealth management operations and support - As the Company operates in Wealth Management the candidate shall be responsible for the Promotion Development and Handling of Client Relationships related to Financial Planning and Wealth Management Key Responsibilities - Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client s personal data align clients need through superior service seamlessly align service delivery for an enhanced experience thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities assets fee to sustain and achieve growth in relationship value revenues improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Ensuring need-based product approach towards clients and regular reporting of product penetration - Conduct risk profiling of all mapped clients for better advisory on investment needs Experience 3 to 10 years in Wealth ManagementFunctional Competencies for this role would be - Ability to manage relationships to improve the relationship value of existing customers - Ability to build and maintain long term relationships deepening relationship and growing revenues - Ability to provide seamless and superior service delivery - Ability to ensure compliance with key regulatory and bank level requirements Pratik ref updazz com
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▷ Urgent: Wealth Manager
1 week ago
India Contactx Full timeDesignation Asst Mgr Mgr Sr Manager- Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying customer needs ...
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Wealth Manager
1 week ago
india Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Assistant Manager/manager/senior Manager
3 weeks ago
India Contactx Full timeDesignation Assistant Manager Manager Senior Manager - Job Role Wealth Manager - HNI Acquisition- Experience 2 - 5 Years- Location Chennai Kolkata Hyderabad Ahmedabad Mumbai Pune Bangalore DelhiKey Responsibilities Accountabilities - Will be responsible for primarily selling Equity based investment products - Responsible for identifying...
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Account Manager
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Ahmedabad, India Anand Rathi Wealth Limited Full timeJob Description Designation - Account Manager Education - Graduation + CA CTC Offered - 11.11L (8.5L Fixed) Location - Ahmedabad, Gujrat An Account Manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of...
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[Only 24h Left] Regional Sales Manager
2 days ago
India Hrizen Techno Services Full timeJob Purpose As a Regional Head the objective is to provide leadership that drives our Wealth Management operations Through collaborative leadership innovative strategies and an unwavering commitment to client satisfaction and compliance aim is to create an environment of growth foster enduring relationships and contribute to the broader success of our...
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Apply in 3 Minutes! Senior Wealth Manager
1 week ago
Bengaluru, India Nuvama Wealth Full timeJob Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Mumbai, India Bajaj Capital Ltd Full timeJob Description Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: 1. Develop and provide solutions to the clients basis their requirements 2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles 3. Increase client base by meeting...
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Relationship Manager
2 weeks ago
India Contactx Full timeAbout Company About Us our unwavering commitment lies in serving discerning investors who share our vision of achieving long-term returns through a meticulous investment process We take pride in managing the assets of individuals who are aligned with our philosophy of capitalizing on market opportunities by adhering steadfastly to a well-defined process...
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3 Days Left! Cluster Manager
4 hours ago
India Hireginie Talent Cloud Full timeOur Client is a leading Indian financial services company that offers a wide range of investment and wealth management solutions It is a part of a prominent conglomerate in India It Provides various financial services including retail and institutional broking equity and commodity trading depository services portfolio management wealth management ...
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Account Manager
6 days ago
India Hindustan Times Full timePosition Accounts Manager-Corporate SalesExperience 3-8 yearsLocation Bangalore Mumbai and GurgaonReporting to the Branch Sales head The incumbent will be responsible for B2B sales 1 Self-Lead generation Client Acquisition2 Business development3 Revenue generation4 Reports generation5 Field SalesKey Responsibilities - Candidates will be...
