Wealth Manager- Mutual Fund

Relationship Manager – Wealth Job Description Job Title- Relationship Manager- Wealth Division & Department- Sales, Retail Sales Location- Mumbai, Delhi, Kolkata, Bangalore Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr...

Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....

About the companyLIC Mutual Fundis one of the well-known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, it is emerging as a preferred Investment Manager amongst the investor fraternity.LIC Mutual Fund endeavors to create value for its investors by...

Job Responsibilities :Handling Customer Service, Operations & Admin functionality.Attending walk in customers. Attending phone calls.Liasioning with Registrar for account statement, redemption etc.Liasioning with marketing dept at ho for material indent.Handling brokerage related queries of IFAs.Accepting application forms and redemption in the...

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) 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...

Require Wealth RM for MF/PMS/AIF/SIP.Managing HNI customers and development of Wealth Business at Baroda location.

Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

Position Purpose:We are seeking a proactive and results-driven Wealth Manager to join our team. In this role, you will be instrumental in driving business growth by deepening client relationships and providing sophisticated investment advisory. Your primary focus will be on asset gathering, enhancing client penetration, and expanding wallet share through...

Key Responsibilities: Manage HNI/Ultra-HNI relationships, design financial plans, advise on equity, debt & alternatives, review portfolios, achieve AUM/revenue targets, ensure compliance, and drive new client acquisition.Health insuranceMaternity policyAnnual bonusGratuityProvident fundMaternity leaves

Market Development: Introduce and promote exchange products, including new memberships, equity, equity derivatives, cash markets, futures & options, interest rate futures, and debt instruments. Client Relationship Management: Build, nurture, and maintain strong relationships with stock broking firms, corporates, and financial institutions to develop...