Preferred/Wealth Relationship Manager

Desired Candidate Profile1-2 years of experience in wealth management or related field.Strong knowledge of financial markets, stock markets, mutual funds sales, NISM certification preferred.Excellent communication skills with ability to build rapport with high net worth individuals.NO INSURANCE Sales , Only Mutual Funds and Related Products

Company DescriptionNavya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutions—crafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At Navya Nexus, we...

Hello ConnectionsWe are presently hiring for Wealth Relationship Manager who has handle HNI portfolio for one of the leading bank in Kolkata location.Job details: - Must have 5+ Years relevant experience in Sales of Wealth Products with HNI. Candidate must be AMFI & SP certified.Experience: - 5+ YearsJob location: - KolkataCTC:- Open for right...

Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and...

Company DescriptionAnand Rathi Share and Stock Brokers Ltd. (ARSSBL) is a leading full-service investment bank, established in 1994, providing a wide array of financial solutions to individuals, institutions, and high-net-worth clients. With a strong presence in over 350 locations across India and international operations in Dubai, Hong Kong, and New York,...

Company DescriptionSMIFS Limited, with a legacy since 1993, offers a comprehensive range of Financial Services including Brokerage (Equity, Commodity, Currency), Portfolio Management Services, Research & Advisory, Investment Banking, Depository & Repository, and Distribution (Mutual Fund, IPOs, FPOs). Our strength lies in our Research & Advisory Services,...

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...

Company DescriptionNirmal Bang is a leading stock broking company in India, offering a range of financial products and services, including equities, derivatives, commodities, currency derivatives, IPOs, NPS, Depository services, and PMS. Founded and led by Mr. Dilip Bang and Mr. Kishore Bang, the company is committed to delivering unmatched client value...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, 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...