Partners / Wealth RMs

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 financial plans for clients...

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt...

Job Description Responsibilities: - Handling NRI Clients and Achieving Revenue: - Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. - Client Acquisition and Relationship...

About Angel One :Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are...

Job Description We have openings for Relationship Manager - Wealth Channel Location Ahmedabad, Chennai, Kolkata, Delhi, Pune, Nashik, Vadodara & Bangalore What are we offering & Salary -Huge and attractive incentive earning schemes -Exposure to the most unique and promising business model in the LI industry -Sponsored foreign and domestic convention -CTC up...

Greetings from Kotak Life InsuranceWe are Currently hiring For a Sales Manager In our CAB Channel.If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali- or call on Location: Ahmedabad, BarodaJOB DESCRIPTION:Build and maintain strong relationships with Relationship Managers (RMs) across various...

About YubiYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed...

Job Description 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client...

Job Description *Company Description: Wealthy is a Fintech Wealth Management platform based at Banglore. Our platform enables professionals to grow wealth for investors, allowing partners to focus on their clients, earn a fair share of revenue, and build a second income. Thousands of partners across the country have joined & using our platform. *Role...

Job Description We have an urgent opening with most of the leading life Insurance Companies in Banca Vertical.Job Description:• To drive insurance business through Banca channel. • Handling bank branches of channel partner • Interact with Bank's cluster head & bank employees and manage them on daily basis • Manage mapped RMs to help...