Wealth Manager
6 days ago
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 services. This is a full-time hybrid role based in Kolkata, with the flexibility of some work from home. Key Responsibilities: - Conduct retail sales and maintain product knowledge - Provide excellent customer service and effective communication - Build and maintain client relationships - Understand client needs and promote financial products and services Qualifications Required: - Retail sales and product knowledge skills - Excellent interpersonal skills - Strong communication skills - Customer service skills - Ability to work independently and in a hybrid work environment - Relevant experience in financial services or a related field is a plus - Bachelor's degree in Finance, Business, or a related field is preferred,
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Wealth Manager
7 days ago
Kolkata, West Bengal, India Changeleaders Consulting Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAs 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.
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Wealth Manager
2 days ago
Kolkata, West Bengal, India Nirmal Bang Full timeCompany 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...
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Wealth Advisor
1 week ago
Kolkata, West Bengal, India SMIFS LIMITED Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWe are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.
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Wealth Manager
7 days ago
Kolkata, West Bengal, India Sharekhan Full time ₹ 10,00,000 - ₹ 12,00,000 per yearLooking 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...
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Cluster Head – Private Wealth
7 days ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 20,00,000 - ₹ 40,00,000 per yearPosition: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...
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Preferred/Wealth Relationship Manager
2 days ago
Kolkata, West Bengal, India AnandRathi Full time ₹ 10,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...
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Telesales Executive – Wealth Management
1 week ago
Kolkata, West Bengal, India JRK Group - Financial Services Full time ₹ 6,00,000 - ₹ 12,00,000 per yearWe are seeking an energetic and persuasive Telesales Executive to join our team. The candidate will be responsible for cold calling prospects from our database to either onboard them as channel partners or convince them to invest in our financial products such as bonds and mutual funds.This role is ideal for someone with strong communication skills and a...
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Wealth Sales Agent/Advisor
4 days ago
Kolkata, West Bengal, India SBI Life Insurance Full time ₹ 12,00,000 - ₹ 36,00,000 per yearSBI LIFE INSURANCE COMPANY PARK STREET BRANCH.JOB DISCRIPTION AND REQUIREMENT:LOOKING FOR INSURANCE AGENT ADVISORS WHO CAN SELL UNIT MARKET LINK PLAN (ULIP) TO THE CUSTOMERS.BECOME WEALTH AGENT ADVISOR AND SELL ONLY 1 PRODUCT (ULIP LAN) FOR SBI LIFE.BE YOUR OWN BOSS START THIS AS YOUR BUSINESS AND EARN UNLIMITED INCOME AS COMMISSION FROM SBI.THIS IS PART...
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Relationship Manager
2 days ago
Kolkata, West Bengal, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany 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...
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Relationship Manager
2 days ago
Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per yearSUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...