Emkay Wealth Management | Emkay Wealth Management | Regional Head

Job Description : To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department. To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery. Strategies to achieve a balance of revenue...

Overview:Emkay Wealth Management seeks a seasoned sales strategist to drive growth and excellence in its Regional Wealth Management Business.About the Role:To devise and execute short-term and long-term sales strategies aligned with the organization's overall strategic objectives, ensuring seamless execution across the region.Establish standardized and...

The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC They are looking for someone who can bring good AUM/ clients Responsible for acquiring NTF (new to...

Job Description :To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.Strategies to achieve a balance of revenue...

Job Description :To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.Strategies to achieve a balance of revenue...

We're Hiring: Branch Manager - B2BLocation- KolkataReporting to- Regional HeadKey Responsibilities:Team Leadership & Development:Lead, mentor, and motivate a team to achieve individual and team sales targets.Foster a collaborative and high-performance culture through regular coaching, feedback, and skill development initiatives.Partner Acquisition:Identify,...

We're Hiring: Branch Manager - B2B Location - Kolkata Reporting to - Regional Head Key Responsibilities:Team Leadership & Development:Lead, mentor, and motivate a team to achieve individual and team sales targets.Foster a collaborative and high-performance culture through regular coaching, feedback, and skill development initiatives.Partner Acquisition:...

We're Hiring: Branch Manager - B2B Location - Kolkata Reporting to - Regional Head Key Responsibilities:Team Leadership & Development:Lead, mentor, and motivate a team to achieve individual and team sales targets.Foster a collaborative and high-performance culture through regular coaching, feedback, and skill development initiatives.Partner Acquisition:...

We're Hiring: Branch Manager - B2B Location - Kolkata Reporting to - Regional Head Key Responsibilities:Team Leadership & Development:Lead, mentor, and motivate a team to achieve individual and team sales targets.Foster a collaborative and high-performance culture through regular coaching, feedback, and skill development initiatives.Partner Acquisition:...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

About the RoleWe are seeking an experienced Senior Wealth Management Professional to join our team at Anand Rathi Share and Stock Brokers Ltd. As a key member of our wealth management division, you will play a vital role in acquiring and managing high net worth relationships.

Looking for 3 - 5 Years of experience in Wealth Management:We are seeking a highly motivated and experienced Wealth Manager to join our team. In this role, you will be responsible for managing and growing a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). You will provide tailored financial advice, offer a range of...

Company Overview:Nuvama Wealth is a leading wealth management company that offers a range of financial products to its clients.About the Role:We are seeking an experienced Branch Manager to lead our B2B channel in Kolkata. The successful candidate will be responsible for driving revenue growth, developing and managing a team, and identifying new business...

The Anand Rathi Share and Stock Brokers Ltd. is committed to delivering exceptional wealth management services to its esteemed clientele.Job Overview:We are seeking an experienced Elite Wealth Advisory Specialist to join our team of skilled professionals in Private Banking/Wealth Management.The ideal candidate will be responsible for building and maintaining...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

Duties and & Service Delivery:- Engage proactively with clients and be their single point of contact for all service- related requirements.- Be hands on and provide best in class service to clients.- Ensure timely resolution of queries & requirements raised by clients.- Coordinate with internal and external teams for critical & complex requirements &...

About Vivriti Asset ManagementVivriti Asset Management is a pioneering force in the Mid-Market Lending space, delivering bespoke debt solutions to mid-sized entities.The group comprises two key businesses:Vivriti Capital Limited, a Systematically Important NBFC (NBFC ND-SI) regulated by the RBI. As of now, Vivriti Capital has disbursed INR 33,000 crores...

Role Overview :The Affluent Client Relationship Manager will be responsible for acquiring andmanaging relationships with affluent clients, advising on financial planning, andachieving sales targets for mutual funds and alternate investment products. The rolerequires exceptional interpersonal, analytical, and sales skills.Key Responsibilities1.Client...