HNI Desk Head
9 hours ago
```htmlAbout the Company the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.Responsibilities- The Desk Head will be responsible for Individual and Team Target- AUM Building & Revenue Generation- Recruitment and managing a team of HNI Dealers & HNI Relationship Managers.- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.- Focus Products: Mutual Funds, PMS, Structured Products. (*No Insurance & Retail Broking)Qualifications- Graduate or Post GraduateRequired Skills- Candidate should have overall experience of around 7-15 years in the desired role with team management experience of min 3-4 yearsPreferred Skills- Team managing/handling in the current experience is a mustPay range and compensation packageCTC range: CompetitiveEqual Opportunity StatementWe are committed to diversity and inclusivity.Recruiter Detailsshabanakhanam @rathi.com ```
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HNI Desk Head
2 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/ About the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by...
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HNI Desk Head
2 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company https://anandrathi.com/ About the Role The Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by...
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HNI Desk Head
3 days ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 30,00,000 per year```htmlAbout the CompanyAbout the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on...
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HNI Dealer
1 week ago
Bhubaneswar, Durgapur, Kolkata, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob SpecificationsProfileHNI-DealerDesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIESUnderstanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Understanding of Derivative Strategies.To improve Market share in Trading and Delivery calls through our...
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Rm Mutual Fund Sales Utra Hni Segment
2 weeks ago
Kolkata, India Avani Consulting Full time**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...
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Cluster Head – Private Wealth
1 week ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 20,00,000 - ₹ 40,00,000 per yearPosition: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...
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Tour Department Operations Head
1 week ago
Greater Kolkata Area, India A1 Human Wealth Management Private Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole :- Tour Department Operations HeadIndustry :- Travel and TourismQualification :-UG: Any GraduatePG: Any PostgraduateExperiance :- 10+ years of experience in the travel industryCTC :- Best in Market (based on candidate profile and experience)Key ResponsibilitiesDesign and manage bespoke international luxury tour packages.Oversee bookings for tours,...
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Tour Department Head
2 weeks ago
Kolkata, West Bengal, India PEOPLE POWER Full time ₹ 72,00,000 - ₹ 84,00,000 per yearRole: Tour Department Operations HeadIndustry Type: Travel & TourismDepartment: Tour Department (Domestic & International)Are you a travel visionary ready to lead a team and craft extraordinary experiences?We're looking for a Tour Head with 10+ years of experience in luxury and international travel operations.Key Responsibilities:Lead and mentor the FIT...
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Cluster Head
1 week ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management" • Managing PL of the Region and Building up Market Share• Owning and Establishing Tata Capital Wealth Management Brand for the regions• Recruitment, Nurturing talent,Hand Holding• Reviewing...
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Pcg- Advisor
1 week ago
Kolkata, West Bengal, India Veena Placement Services Full timeCompany: NBFC Profile: PCG- Advisor Job Responsibilities: - Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. - Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients. - To improve Market...