Associate - Sales and Operations - Wealth - Mumbai - Vikhroli - JM

Job Description: We have an opening for the position of Executive Operation with a reputed company for their head office in Mumbai (Vikhroli) Location.Key responsibilities :Day to date office operation and co-ordination workCoriking closely with the company Director. Handling his mails calls and co-ordinationMaking Quotation and sending to the...

DescriptionReconcile positions and balances on client accounts; investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes 1.Manage security referential data within the client reporting systems, including security pricing and data integrity checks Proactively manage deadlines and SLAs Prepare bespoke client reports for...

Job Description: We have an opening for the position of Executive Client Co-ordination and Operation with a reputed company for their head office in Mumbai (Vikhroli) Location.Key responsibilities :Making QuotationTalking to ClientsArranging Samples for Clients and Handling Complaints (Preferred from Furniture Industry). Candidates Profile :Positive...

Job Description: We have an opening for the position of Back Office Co-ordination and Operation with a reputed company for their head office in Mumbai (Vikhroli) Location.Key responsibilities :Making Quotation and sending to the clientsClient coordination via mail and callsResolving client queriesArranging Samples for Clients and Handling Complaints...

Wealth Advisor Role Responsibilities: • Advise clients on investment opportunities in equity space. • Develop tailored wealth management strategies aligned with client goals & risk appetite. • Analyze financial data and deliver actionable insights. • Build and maintain long-term client relationships. Qualifications: • Strong...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Position: PMS Sales ManagerLocation : Mumbai Lower ParelBroader Role / Responsibilities:Acquisition of Wealth Clients PMS Sales:Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.Build up the sales funnel via Client Meetings...

Role Designation: WMDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: An Indian financial services, HQ in MumbaiReporting to: Cluster ManagerLocation: MumbaiHighlights:1. Min 3 yrs experience, work stability.2. Field sales should be majority of the role, not only calls & advisory.3. At least 3 physical meeting a day.Must onboard...

Job Description:We have urgent openings for the position of Business Developer for a reputed company at  Mumbai (Vikhroli West) location.Key Responsibilities:Client Acquisition:Identify and target potential clients through market research, networking, and outreach.Develop and execute effective strategies to generate leads and convert them into...