Regional Wealth Mngr

Role & responsibilitiesManaging the tier 2 structure in managing the Team to ensure End to End Recruitment cycle , working closely with hiring Mngrs 2 understand Job requirements & hiring demandUtility Analysis in Sourcing Talent & Pipeline Management thru job portals, referrals,& job search engines, by Conducting Walk-ins & Vendor Coordination & Pipeline...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth productsEngage with HNI/UHNI clients & understand their investment aspirationsEnsure Onboarding, handholding & educating clients on various Investment/PMS portfolioEnd to end client relationship mgmt.Monitoring clients portfolio & updating...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

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...

Job DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

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 profile for RH- 10 yrs exp in regional head age upto 44yrsfor cluster head- 5 yrs exp in CH...

Our client a leading NBFCPosition - Regional Head/Cluster Head -Wealth ManagementExperience - 10 yrs to 25+ yrsLocation - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / IndoreRequirement -Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to...

Job Description Company Description Our client is one of the leading NBFC. Cluster Head / Regional Head - Private Wealth Experience - 10+ years in Financial Industry/ Private Wealth/ Capital Markets / Private Banking Location - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad Education - UG / PG Role...

Job description Key Roles / Responsibilities   * Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size  * Identify fitment of Wealth Advisory products matching the client’s investing goals  * Interact with potential customers with the emphasis on high quality lead...