7634 Wealth Management Jobs - Page 33

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Jaipur Note: Immediate Joiners are preferred. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio man...

Responsible to fulfil the financial needs of the Clients. Acquisitions of New Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning, NPS etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationship with clients. Active participation in business planning with your team members. Keeping record of clientele. Preferred candidate profile Excellent Communication skills (Verbal as well as Written) Proactive. Must be Graduate. Knowledge of Financial products. Must have own conveyance.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitorMarket. Develop a strongnetwork with Contractor, Builder's, HNI Clients, Architect etc.

Technical/Software Skills (if any) - Computer MS word / Office, email builds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients.

Lead and mentor teams to achieve targets and performance goals.Develop and implement strategies aligned with business objectives. Required Candidate profile Collaborate with cross-functional teams and senior leadership to drive initiatives.

Responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Advice in financial products or securities or fund or asset or portfolio management.

Technical/Software Skills (if any) __Computer MS word / Office, email builds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients,

The relationship manager is responsible for selling products and meeting customer needs while obtaining orders from existing or potential sales outlets. They ensure that the customer is satisfied and adequately taken care of while making a purchase.

Develop and implement effective sales strategies to achieve business objectives.Key Skills: - Sales - Furniture - Direct Sales - Wood - Modular Kitchen - Door - Laboratory Furniture - HNI Sales

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. - Generate business actions across liabilities, asset Required Candidate profile - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - Must be having strong expertise in portfolio handling of big HNI customers

** We are looking exceptional sales professional with experience in selling enterprise level software products to financial institutions like Banks, NBFCs, insurance houses, Asset / Wealth Managers and so on. If you are the right match share your updated resume to kumar.sunny@ebix.com. We will review the relevant profiles and will connect with you Requirements Job Description for Sales Representative in Banking and Finance Domain, Capital Markets Job Summary: We are seeking a highly motivated and experienced Sales Representative to join our dynamic team in the Capital Markets division. The ideal candidate will have a proven track record in sales within the banking and finance domain, specifi...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Candidate from Furniture industry preferable doing Government & Institutional sales and some channel sales candidates , also candidates doing sales from Architects Required Candidate profile contractors Furniture Retail Sales Manager HNI Clients,Government Institutional.

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory envi...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, A...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Designation - Branch Manager Location - Dhanbad Ctc - Upto 10 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Key Responsibilities: - Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. - Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. - Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy. - Event ManagementPlan and coor...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate s...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have com...