Sr. Relationship Manager/Wealth Management - (Pune) Job24by7

5.0 - 8.0 years

0 Lacs

pune, maharashtra, india

On-site

Job Title: Sr. Relationship Manager - Wealth Management Location: Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor market ...

Posted 4 days ago

AI Match Score

Apply

RM - Dealing Care Health Insurance

2.0 - 4.0 years

2 - 4 Lacs

kota, bengaluru

Work from Office

Experience - minimum 2 yrs in relevant industry Graduate with NISM 8 certifications can apply Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework

Posted 5 days ago

AI Match Score

Apply

Sr. Relationship Manager/Wealth Management - (Mumbai/Pune) Job24by7

5.0 - 8.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job Title: Sr. Relationship Manager - Wealth Management Location: Mumbai/Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor ...

Posted 6 days ago

AI Match Score

Apply

Assistant Manager - Investment Servicing Sinhasi Consultants Pvt. Ltd.

1.0 - 3.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

Posted 6 days ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.