Urgent: Relationship Manager- Wealth Management
2 weeks ago
Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives Monitor financial market trends to ensure that client plans are responsive Must ensure the growth of AUM Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products Responsible for business development through acquisition of high net-worth clients Mandatory numbers of meetings with clients to keep them updated with the current market scenario Routine Analyse client portfolios and make necessary suggestions Recommend financial products Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer Role Requirements Educational Qualifications Graduation Post Graduation in any discipline Experience 13 Years of Wealth Management experience in the industry Must be from Wealth Platform or banking background Domain Knowledge Understanding of market pulse knowledge on investment products understanding of wealth platform IT Skills MS Office MS Excel AMFI IRDA Certification
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Wealth Manager
3 days ago
bangalore, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
5 days ago
bangalore, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Bangalore, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: 1. Develop and provide solutions to the client’s 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 new clients,...
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Bangalore, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients,...
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bangalore, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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bangalore district, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking...
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Wealth Manager
1 week ago
Bangalore, India equentis Full timePosition: Wealth Manager Acquisition of Wealth Clients: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. To conduct and assist in organizing seminars, workshops and other business development activities. Prior experience of working in a wealth...
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Bangalore Urban, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth ManagementDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference...
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Bangalore Urban, India Bajaj Capital Ltd Full timeUrgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking...
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Senior Wealth Manager
1 week ago
Bangalore, India equentis Full timeLocation – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales Manager Acquisition of Wealth Clients – PMS Sales: Wealth Manager will be responsible for acquiring & advising HNI clients. Build up the sales funnel via Client Meetings or F2F Presentations to clients. To conduct and assist in organizing seminars, workshops and other business...
