63 Aum Portfolio Jobs

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM)/Wealth RM - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural ...

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competenci...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competenci...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

Role & responsibilities Responsible for sales and building Channel Finance penetration among the onboarded anchors. Manage relationships with lenders and trade partners, addressing both sales and service queries with the objective of engaging and offering available solutions. Continuously seek opportunities to scale up the business by facilitating supply chain options. Lead the onboarding process for new distributors interested in participating in the BNPL program within the supply chain finance framework. Collaborate with internal teams to ensure seamless integration of distributors into the BNPL platform Managing day-to-day other business-related activities. Strong sales and negotiation sk...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High Net Worth customers of the Bank Role & responsibilities

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement

Paisa bazaar is hiring for Sales Advisor - Investment (Savings) Role !! OPENING IS ONLY FOR THOSE WHO CAN SPEAK - MALAYALAM/KANNADA Interested candidates share their kiranyadav@paisabazaar.com or or WhatsApp your resume to "8800013127" OR Directly come for F2F interview mention " HR KIRAN" on the top of your resume. **FOR INSTANT REPLY SHARE YOUR RESUME @8800013127 - HR KIRAN *** **Immediate joiners will be preferred** *******____________INTERVIEW DETAILS______________********* .. Show this mail on reception area and mention "HR KIRAN" on you CV while coming for the direct interview.. ADDRESS :- Plot no. 129, Sector 44, Near Huda Metro Station, Gurugram Time:- 10:00am - 2:00pm Contact person...

Looking for Wealth Management profiles (AUM 30Cr+). Role include client acquisition, portfolio review, upselling & cross-selling products (MF, PMS, AIF, Insurance). Candidates with 7+ yrs exp in wealth mgt & proven AUM track record preferred.

Responsible for the business development. Handling existing and potential customers. Achieve sales target and market share. Channel management and development. Handling dispute of client's distributor and internal. Process and customer orientation. Required Candidate profile Any graduate with min 10 Month of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Piyush@theinfinityspace.com Sr HR Piyush

Responsible for the business development. Handling existing and potential customers. Achieve sales target and market share. Channel management and development. Handling dispute of client's distributor and internal. Process and customer orientation. Required Candidate profile Any graduate with min 10 Month of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Piyush@theinfinityspace.com Sr HR Piyush

Responsible for the business development. Handling existing and potential customers. Achieve sales target and market share. Channel management and development. Handling dispute of client's distributor and internal. Process and customer orientation. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Piyush@theinfinityspace.com Sr HR Piyush

Fastest Growing Portfolio & Investment Management Company is hiring in large numbers across India Please send your cv on rm@contactxindia.com / ia@contactxindia.com Call on 8859766816,94125 01851 Role & responsibilities Asst. Mgr./Mgr./Sr. Manager Job Role : Wealth Manager HNI Acquisition Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Educa...

Dear, Hope you doing great! Have an opening for below mentioned role with the one of the leading Financial Service sector Position Vacant: PMS Sales - B2B & B2C Head Location - Kolkata, Mumbai,Bangalore, Chennai, Hyderabad, Delhi, Pune. Industry - Banking / Financial Services / Broking / Investment Advisory (Require candidate who have exp into the given location ) Job Description: 1. Developing and maintaining relationships with Investors by providing them exceptional individualized customer service. 2. Must be capable of handling individual clients, High Net worth Investors and their queries. 3. Must possess good communication skill both verbal and written. 4. Focus must be on business grow...

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Piyush@theinfinityspace.com Sr HR Piyush

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Piyush@theinfinityspace.com Sr HR Piyush