Sr RM Wealth Broking

Looking for RMS Manager/ Senior Manager for Broking Business for Gurgaon location. **Roles and Responsibilities -** - Working experience on NEST CTCL software of Omnesys - Working experience in handling MTF and LAS - Strong knowledge of CTCL softwares - Strong knowledge of span margins / var margins / margin reportings / quarterly settlements / peak margins...

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 , Loans5) Exceptional Selling Skills, Soft Skills, and...

Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

have openings for regional head , senior relationship manager profile for nbfc wealth company, mutual fund AIF PMS exp mandatory, for regional head- should create own team of CH +RMfor cluster head- should have own customer book + team handling Required Candidate profilefor RH- 10 yrs exp in regional head age upto 44yrsfor cluster head- 5 yrs exp in CH...

JD – (Affluent RM Banking): Relationship ManagerKindly Share - CV Contact Person : Divya : 9137265848 , qcprofile@gmail.comCTC 17 to 28 lkhs ( Depending on multiple selection Factors)Job Title: (Job Name) – Relationship ManagerBusiness Unit (PA) : Private BankingOffice Location : BKCRemuneration Fixed CTC + 10% of the AUM Received & GeneratedBusiness...

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling Clients & Suggesting financial products...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.3) Profiling...

Please make notes for below profile requirementsWealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

About Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...

Leading Broking Firm Hiring Wealth ManagersACROSS INDIAInterested please connect with MAHEK and drop CV at Locations:Delhi (Connaught Place, Bhikaji ), Noida/ GurgaonBangaloreChennaiHyderabadMumbaiKolkataPuneDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct...