Portfolio RM

Greetings, We have urgent opening for **RMS Executive**. **Company Name: -** Bonanza Portfolio Ltd. **Location : -** Goregaon East **Qualification: - **Bachelor of Financial Markets (BFM) **Experience: - **Fresher **Job Description: -** - Require good knowledge if he knows about Greek software - Risk monitor of trades - Odin knowledge or NISM...

Job Title: PCRM (Premium 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 profile & need of the these current account...

Job Title: PCRM (Premium 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 profile & need of the these current account...

Job Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...

Roles and Responsibilities 1. Overall RM Target Participate and contribute in a manner that ensures overall target achievement of RM as per approved budgets 2. Compliance, Housekeeping & Proposal writing a) Reviews completed on scheduleb) Quality of credit proposals is maintained to a high standard & risk queries minimized.c) No adverse audit and...

**ORGANISATION** - IDBI Capital Markets and Securities Limited **DESIGNATION** - RM/ ARM- Dealer **EXPERIENCE RANGE** - 1 to 4 years of relevant experience **CRITICAL EXPERIENCE** - Stock broking experience is mandatory & NCFM/NISM/AMFI Certification **ESSENTIAL QUALIFICATIONS** - Any graduate / post-graduate **LOCATION** - Mumbai, Pune, Bhopal, Indore,...

Job Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...

**Job Responsibilities(JR)**: **Actionable** **Relationship Management** Responsible for the growth of the portfolio. Nurture existing relationship to generate business & acquire new relationships - ensuring targets are met and there is availability of an increased revenue stream. **Business development** Identification of the potential customers....

RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

Role & responsibilitiesRetail SalesSr. No Particulars1 Designation - RM Advisor2 Vertical Retail Sales3 Qualification Graduate/Post Graduate / NISM / NCFM as applicable4 Location Chennai, Mumbai, Pune, Bangalore, Hyderabad, Vizag,Kolkata, Patna,Delhi, Coimbatore5 Experience Minimum 1 Year exp in client acquisition with a stock broking firm6 Job Description...