Wealth Manager

Role & responsibilitiesResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible for achieving New Business...

Assistant Manager- KAM - EDC- Delhi NCRAbout Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream...

Responsibilities:Advise clients on equity investments, trading, and financial planning. Conduct market & stock research for informed client decision-making.Manage Demat & Trading accounts and assist in portfolio management. Build strong client relationships and ensure high client satisfaction.Stay updated on NSE/BSE market trends, stock movements, and...

Key Roles Responsibilities To be responsible for managing Key Clients - HNIs and Ultra HNIs and provide expert relationship management experience In liaison with the Corporate and Institutional Banking team to drive the acquisition of Personal Banking and Wealth Management relationships for Owner Promotors Directors CFOs Corporate Treasuries Wealth...

Job Description: Client Relationship ManagerLocation: Sec 31, FaridabadIndustry: Financial Services / Wealth ManagementType: Full-TimeCompany Name : Greenmint Finserve Pvt.Ltd About us:Greenmint Finserve Pvt. Ltd. has been empowering individuals and families with wealth solutions for over 15 years. With a client-first approach, we specialize in building...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He 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...

Responsibilities: - **Advise clients on equity investments, trading, and financial planning.** Conduct market & stock research for informed client decision-making. - **Manage Demat & Trading accounts and assist in portfolio management.** Build strong client relationships and ensure high client satisfaction. - **Stay updated on NSE/BSE market trends, stock...

Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.”Our Values: Champion People– be empathetic and help create a place where everyone belongs. Grow with purpose –Be inspired by our higher calling...