13138 Wealth Management Jobs - Page 18

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch M...

Regional Head- Stock Broking & Investment Products, B2B Franchisee & Partner Alliances 1. Achieve given AUM and Revenue targets 2. Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. 3. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs 4. Recruit potential new IFAs and Franchisees. 5. Manage, recruit and drive the regional sales tea...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

1) To drive the sales targets for the team and build teams as per companys annual target and over all objectives. 2) Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. 3) To focus on Revenue & Profitability with achievement of target and Yield management. 4) Achieve the revenue growth & profitability to upscale the team 5) Team Management Skills 6) Increasing the client base, revenue, and market share in the team. 7) Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. 8) Ensuring FPD Productivity is as per the defined standards. 9) 5 To 6 Years from Banks , Broking & Wealth Management co...

1) Team Building, Engagement & Development: a) To build a Sales Driven proactive team and enhance their capabilities by regularly imparting relevant knowledge and skills required for the FPDs to achieve their goals efficiently. b) Meeting the Competition Teams and doing Competition Talent Mapping. c) Engaging the FPDs and keeping them. 2) To ensure effective risk management & policy adherence 3) To ensure customer management & engagement: a) To plan and execute local area programs and referrals programs b) To focus on retention of customers, higher revenue generation and referral activities. c) To continuously scan the local market penetration & competitive offerings & report on emerging tre...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

Candidate must have experience managing HNI wealth with knowledge of Mutual Funds, Insurance, Bonds, Equity and PMS. Position based in Unchahar, Raebareli. Only candidates from Unchahar or Raebareli may apply. Local market knowledge preferred. Provident fund

Responsibilities: Manage client relationships, acquire new clients, sell mutual funds & private equity. Handle HNIs with expertise in wealth management, portfolio management services (PMS), alternative investments.

Intern - Wealth Management - Noida Location - 5 no's Note: Only local candidates who can join immediately are requested to apply. 1. Knowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring Advisory 2. Identify new investment trends and opportunities 3. Learning about Equity, Capital Markets, PMS related 4. Work closely with Internal Departments 5. Assess the performance of Stocks, Investments & Bonds Intern Duration: 3 to 6 months (depends on the requirement) Qualification: MBA in any discipline (Fresher only) Location: Noida Stipend: Rs. 4,000/- to 5,000.00 per month Note: * Direct Interview (No Virtual Interview) * Work from Office Only *...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

We are looking for candidates who have good understanding in mutual fund, wealth management & finanacial advisory to manage client interactions, provide investment guidance. For more details interested candidates may contact- 8130270344

Role & responsibilities Wealth Manager - B2B | renowned AMC - Bank Channel, Mumbai | Upto 7L Manage and grow relationships with existing HNI and UHNI clients with Mutual Funds, PMS, AIFs , and alternate asset strategies. Preferred candidate profile A graduate with minimum 2 years of experience in B2C sales - Wealth and Investment products.

Greetings from Planet Solutions !! We are currently hiring for our reputed bank Designation:Insignia RM (CASA SALES) CTC- 14 LPA Experience-4+ Years in Retail Branch Banking Relationship Manager Grade- Manager/Senior Manager/AVP Required Candidate profile Current Account and Savings Account (CASA) Treasury and Foreign Exchange (TFX) Lending Products Investments Bancassurance Interested Candidates can contact : Contact Num- 9237396207

Job description Responsible for growing revenues of broking, lending products, Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF Perks and benefits Attractive incentives Health and life insurance

About the Role We are seeking a passionate and detail-oriented Product Manager Broking to join our team at Paytm Money. The ideal candidate should have a solid understanding of the broking ecosystem, trading platforms, and capital markets, with hands-on experience in building scalable, user-focused digital products. This is an individual contributor (IC) role that involves ownership of the entire product lifecycle ?? from strategy to execution ?? to deliver best-in-class investment & trading experiences. Key Responsibilities Own the end-to-end product lifecycle for broking and trading products across Equity, Derivatives, Commodities, ETFs, and related offerings. Define the product vision, ro...

Build and improve relationships with customers Identify potential opportunities and inform the sales team to follow up. Educate and inform clients about the company’s products, services Attend to client complaints and resolve issues

Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Per...

To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experi...

Mutual Funds, Equity/wealth management/ Corporate Actions location: Gurgaon Graduate or under grad with 6 months of exp in Same Profile Salary 23k to 35k ctc Skills: : Fluent Communication Skills 24/7 Shift Call/WhatsApp @ 9643085825(HR Rohit) Perks and benefits both side cab

We are looking for an energetic Wealth Manager to join our team! As a Wealth RM, you will be responsible for conducting market research and building client relationships. We're looking for a dynamic go-getter who can blend financial expertise with strategic thinking and relationship-building skills. If you love numbers, investments, and working with high-profile clients, this role is for you! What You'll Be Doing : Craft and execute game-changing sales strategies. Keep a close eye on investment trends and market movements. Partner with HNI/UHNI clients to optimize their portfolios like a pro. Lead engaging training sessions and refreshers for partners. Collaborate with senior management to k...

We are looking for a highly skilled and experienced professional to join our team as a Manager - Business Consulting PI - FS - CNS - BC - MARKETING SALES And SERVICE in Mumbai. Roles and Responsibility Develop and implement business consulting strategies to drive growth and improvement. Provide expert guidance on marketing, sales, and service operations. Collaborate with cross-functional teams to identify and capitalize on new business opportunities. Analyze market trends and competitor activity to inform business decisions. Build and maintain strong relationships with clients and stakeholders. Identify and mitigate risks to ensure successful project execution. Disclaimer: This job descripti...

We are looking for a highly skilled and experienced Senior Manager to lead our Business Consulting team in Mumbai. The ideal candidate will have a strong background in marketing, sales, and service. Roles and Responsibility Develop and implement effective business strategies to drive growth and expansion. Lead and manage a team of consultants to deliver high-quality services to clients. Build and maintain strong relationships with key stakeholders, including clients and partners. Identify new business opportunities and develop plans to pursue them. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the indust...

We are looking for a highly skilled and experienced Senior Consultant to join our team in Mumbai. The ideal candidate will have a strong background in business consulting, with expertise in marketing, sales, and service. Roles and Responsibility Develop and implement effective business strategies to drive growth and improvement. Conduct market research and analyze industry trends to identify opportunities and challenges. Collaborate with cross-functional teams to design and deliver solutions that meet client needs. Provide expert guidance on marketing, sales, and service operations. Identify and mitigate risks to ensure successful project delivery. Build and maintain strong relationships wit...