Greetings! Moneypalm Wealth Private Limited: About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients' financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional service and support to our clients, providing regular updates and insights to help them navigate the ever-changing financial landscape. Our goal is to build long-term relationships with our clients, helping them achieve financial success and security. Job Profile: Wealth Manager Job Location: Gurgaon Salary Budget: Hike on current CTC Preferred Qualification: MBA Interested candidates can share resume at Balram@moneyplusfin.com/ Hr@moneypalm.in or reach me out on call/ WhatsApp @ 7082181838/ 9625929144. About the role: We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction. Responsibilities: ▪ Identify and acquire new HNI clients through networking, referrals, and other channels. ▪ Build relationships with newly acquire clients and understand their financial goals and objectives. ▪ Provide customized investment advice to HNI clients based on their financial goals and risk profile. ▪ Build and maintain strong relationships with HNI clients. ▪ Meet and exceed business growth targets. Requirements: ▪ Proven experience in wealth management. ▪ Strong network and relationships with HNI clients. ▪ Excellent communication and relationship-building skills. ▪ Strong understanding of financial markets and investment products. ▪ Ability to work independently and as part of a team.
Greetings! Moneypalm Wealth Private Limited! About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional service and support to our clients, providing regular updates and insights to help them navigate the ever-changing financial landscape. Our goal is to build long-term relationships with our clients, helping them achieve financial success and security. Job Profile: Senior Wealth Manager ( Individual Profile) Job Location: Gurgaon Salary Budget: Hike on current CTC Preferred Qualification: MBA Interested candidates can share resume at [HIDDEN TEXT]/ [HIDDEN TEXT] or reach me out on call/ WhatsApp @ 7082181838/ 9625929144. About the role: We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction. Responsibilities: ? Identify and acquire new HNI clients through networking, referrals, and other channels. ? Build relationships with newly acquire clients and understand their financial goals and objectives. ? Provide customized investment advice to HNI clients based on their financial goals and risk profile. ? Build and maintain strong relationships with HNI clients. ? Meet and exceed business growth targets. Requirements: ? Minimum 7 years of experience in wealth management. ? Strong network and relationships with HNI clients. ? Excellent communication and relationship-building skills. ? Strong understanding of financial markets and investment products. ? Ability to work independently and as part of a team.
Greetings! Moneypalm Wealth Private Limited! About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients' financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional service and support to our clients, providing regular updates and insights to help them navigate the ever-changing financial landscape. Our goal is to build long-term relationships with our clients, helping them achieve financial success and security. Job Profile: Relationship Wealth Manager ( Individual Role) Job Location: Gurgaon Salary Budget: Upto 16 LPA Preferred Qualification: MBA Interested candidates can share resume at Balram@moneyplusfin.com/ Hr@moneypalm.in or reach me out on call/ WhatsApp @ 7082181838/ 9625929144. About the role: We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction. Responsibilities: ▪ Identify and acquire new HNI clients through networking, referrals, and other channels. ▪ Build relationships with newly acquire clients and understand their financial goals and objectives. ▪ Provide customized investment advice to HNI clients based on their financial goals and risk profile. ▪ Build and maintain strong relationships with HNI clients. ▪ Meet and exceed business growth targets. Requirements: ▪ Minimum 7 years of experience in wealth management. ▪ Strong network and relationships with HNI clients. ▪ Excellent communication and relationship-building skills. ▪ Strong understanding of financial markets and investment products. ▪ Ability to work independently and as part of a team.
Greetings! Moneypalm Wealth Private Limited! About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients' financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional service and support to our clients, providing regular updates and insights to help them navigate the ever-changing financial landscape. Our goal is to build long-term relationships with our clients, helping them achieve financial success and security. Job Profile: Relationship Wealth Manager ( Individual Role) Job Location: Gurgaon Salary Budget: Upto 17 LPA Preferred Qualification: MBA Interested candidates can share resume at Balram@moneyplusfin.com/ Hr@moneypalm.in or reach me out on call/ WhatsApp @ 7082181838/ 9625929144. About the role: We are seeking an experienced and results-driven Wealth Manager to identify and acquire High Net Worth Individual (HNI) clients for our organization. The successful candidate will be responsible for building relationships, providing investment advice, and managing client portfolios to achieve business growth and client satisfaction. Responsibilities: ▪ Identify and acquire new HNI clients through networking, referrals, and other channels. ▪ Build relationships with newly acquire clients and understand their financial goals and objectives. ▪ Provide customized investment advice to HNI clients based on their financial goals and risk profile. ▪ Build and maintain strong relationships with HNI clients. ▪ Meet and exceed business growth targets. Requirements: ▪ Minimum 7 years of experience in wealth management. ▪ Strong network and relationships with HNI clients. ▪ Excellent communication and relationship-building skills. ▪ Strong understanding of financial markets and investment products. ▪ Ability to work independently and as part of a team.
Customer Acquisition Manager to drive business growth, and expand our customer base. candidate will have a strong understanding of sales marketing strategies excellent communication skills, and a proven track record of achieving targets. Required Candidate profile 3+ years experience in customer acquisition or sales Excellent communication skills Proven track record of meeting acquisition targets Customer acquisition expertise Sales and marketing knowledge
Greetings! Moneypalm Brokers Private Limited! About us: M oneypalm was setup in 2012, by a highly respected group of top professionals and most intelligent brains in the Indian Stock Broking Industry, with a vision to provide exceptionally professional investing experience which is highly customer centric, economical, transparent and easy to use. Moneypalm offers comprehensive solutions for all your investment financial and investment needs which include investments in Equities, Derivatives, Currency, Commodities, IPO, Mutual Funds, Real Estate and Demat Services with the most credible and authenticated data support to manage your investment. Website Link: https://www.moneypalm.in/static/about-us.aspx Job Profile: Customer Acquisition Manager Job Location: Gurgaon (Nearby Mg Metro Station) Salary Budget: Upto 5 LPA Preferred Qualification: Graduate Interested candidates can share resume at Balram@moneyplusfin.com/ Hr@moneypalm.in or reach me out on call/ WhatsApp @ 7082181838/ 9625929144. Responsibilities: Identify and acquire new HNI clients through networking, referrals, and other channels. Identify and pursue new business opportunities Build relationships with potential customers and drive conversions Track and analyze acquisition metrics and performance Meet customer acquisition targets and goals Requirements: Minimum 3 years of sales experience in financial product . Strong network and relationships with HNI clients. Excellent communication and relationship-building skills. Strong understanding of financial markets and investment products. Ability to work independently and as part of a team.