436 Wealth Jobs - Page 16

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3...

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. * Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.Role & responsibilities * Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decisio...

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-14 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other produ...

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain custome...

Dear Candidate, Urgent opening with leading Bank for Senior RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achi...

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them ...

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 27Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures...

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to mee...

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Cand...

A Wealth RM in the Bancassurance Channel is responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) through strategic partnerships with banking institutions.

Acquire new customers and generate broking revenues as per targets . genrate revenue and follow the Deal Desk Process .Activate new clients for broking relationships and ensure seamless servicing .Cross Sell of Products Ensure adherence to surveillance and risk processes

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to ...

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Busine...

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships thr...

Dear Candidate,Bajaj Allianz Life, KOTAK LIFE, Aviva Life, HDFC LIFE, Max Life. is doing BULK HIRING for there agency channel. Vacancies are huge.Candidates from ALL SECTORS with sales experience and interested to build CAREER in LIFE INSURANCE Perks and benefits High incentives

Job Description Wealth Manager Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 years + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills – ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of products Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial or...