Wealth Manager/Financial Planning

Company DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...

Company DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...

Company DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...

Company Description Prosperity Services Kochi Role Description This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering...

Company DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...

Job Description Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to...

Job Description 1) 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 based products , Loans 5) Exceptional Selling...

Job Description 1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships...

**Designation: Client Relationship & Financial Planning Executive** **Responsibilities**: - Business development and sales in HNI segment for financial products - Customer acquisition and existing customer management - Networking to generate leads - Working with the digital marketing team - Portfolio management for mapped clients - Revenue generations and...

Job Title**:Wealth Investment Sales** Location: **Ernakulam - Piravom, Kaloor, Edappally, Palarivattom, Kochi, Kolenchery, Mattancherry, Aluva, Perumbavoor** **Kottayam - Changanacherry, Kottayam - k k road, Pala** Experience**:Minimum 6 Months in Sales, Marketing, or Banking or Fresher with a passion for sales** Qualifications**:Bachelor's degree is...