Wealth Manager Contactx Resource Management Pvt. Ltd.

1.0 - 5.0 years

10 - 15 Lacs

pune, delhi / ncr, bengaluru

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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 and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connecting among HNIs, will have advantage. Should have good com...

Posted 1 week ago

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Wealth Manager Contactx Resource Management Pvt. Ltd.

1.0 - 5.0 years

10 - 15 Lacs

kolkata, mumbai, hyderabad

Work from Office

Posted 1 week ago

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AMC Wealth Manager - Customer Engagement Aseup Consultancy

3.0 - 8.0 years

10 - 18 Lacs

Mumbai, Mumbai Suburban, Thane

Work from Office

Upsell MF products to Retail/HNI clients and generate leads through referrals. Meet sales and revenue targets across product mix Profile clients and offer tailored financial solutions Deliver top-tier service and investment advice to HNI/UHNI clients Required Candidate profile Mutual Fund, PMF, AIF products Act as a single point of contact for assigned customers. Preferably NISM certified with experience in mutual fund sales and HNI relationship management.

Posted 3 months ago

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Relationship Manager - Customer Engagement Aseup Consultancy

3.0 - 8.0 years

10 - 18 Lacs

Mumbai, Mumbai Suburban, Thane

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Posted 3 months ago

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Area Sales Manager Premier Consultants

4.0 - 9.0 years

7 - 13 Lacs

pune, ahmedabad, delhi / ncr

Work from Office

We are Hiring for Area Manager (MFD Channel) with Leading Asset Management Company(AMC)!!! Role : Area Manager MFD Channel Experience : 5+ years in mutual fund sales Area Manager MFD Channel (Locations: Mumbai, Ahmedabad, Surat, Kolkata, Hyderabad, Baroda, Pune, Chennai, New Delhi) Profile of the Perfect Candidate: Five years or more of experience selling mutual funds through the MFD channel enduring connections with top distributor networks and MFDs Strong market insights, in-depth product knowledge, and a strategic attitude Extremely driven, entrepreneurial, and performance-oriented It is beneficial to have prior experience in any of the designated areas. Principal Duties: Use MFD partners...

Posted Date not available

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