Wealth Manager
5 days ago
Job description - Will be responsible for acquiring preferred clients HNI Ultra HNI - To maintain client relationships and generate AUM Assets Under Management from preferred clients - To advise HNI Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - To coordinate with product and research team for taking investment decision for the clients - To conduct and assist in organizing seminars workshops and other business development activities - To achieve budgeted targets in terms of number of clients volume of business assets - To research investigate and update themselves on available investment - To contact clients periodically and determine if they are satisfied with the service and returns generated - To review the clients investment needs to determine whether market changes life changes economic changes or financial performance indicate a need for portfolio reassessment - Key products to be handled are - Portfolio Management Services Model- Portfolio Mutual Funds Insurance Bonds Trading Equity and Commodities Currency Qualification - CFP CFA MBA in Finance MarketingExperience - 5 year experience in financial services Broking Company and Insurance sectorKey Skills - Should be an individual performer - Handling a reasonable book size - Pleasant personality and good communication skills ref updazz com
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Wealth Management Professional
3 days ago
India beBee Careers Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...
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Head of Wealth Management
2 days ago
India GDFS Group Full time ₹ 15,00,000 - ₹ 20,00,000 per yearCompany Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...
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Strategic Wealth Manager
1 week ago
India beBeeWealth Full timeJob Title: Wealth Management ProfessionalWe are seeking an experienced wealth management professional to join our team. The ideal candidate will have a strong background in managing client relationships, financial planning, and investment strategies.Key Responsibilities:Manage client relationships to improve the value of existing customersBuild and maintain...
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Executive Business Development
5 days ago
India beBeeWealthManager Full time ₹ 18,00,000 - ₹ 25,00,000Job Title: Senior Wealth Manager">Job Role: Wealth ManagerIndustry: BFSI Sales, BankingLocation: Mumbai, Navi Mumbai, Delhi, KolkataResponsibilities:Primary selling of Equity based investment products.Identifying customer needs, assessing their risk appetite and providing them investment options.Achieving targets as assigned by the organization on a monthly...
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Strategic Wealth Advisor
1 week ago
India beBeeWealth Full time ₹ 90,00,000 - ₹ 1,50,00,000Wealth Management OpportunityWe are seeking a skilled professional to join our wealth management team. As a key member of the team, you will be responsible for creating and implementing personalized investment plans for private clients.Key Responsibilities:Present a range of financial products to clients and help them expand their holdings in various asset...
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Senior Wealth Manager
3 days ago
India beBeePreferred Full time ₹ 40,00,000 - ₹ 80,00,000Job Role:The Preferred Relationship Manager is the key liaison between our organization and affluent clients. This position requires developing strong relationships with high net worth individuals and providing exceptional service to maintain their loyalty.Key Responsibilities:Identify and acquire new affluent clientsMaintain existing client relationships...
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Wealth Ba
6 days ago
India CAPCO Full time**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...
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India AUM Capital Market Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...
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India AUM Capital Market Private Limited Full time ₹ 5,00,000 - ₹ 10,00,000 per yearCompany Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, for 26 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India. We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree...
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India Alphabet Investment Full time- 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...
