7634 Wealth Management Jobs - Page 36

Supervisor will ensure that daily cleaning of the following takes place: General All floor areas: Spot clean all marks, stains and spills Vinyl or Tiles: scrub or spray to remove scuff marks when necessary Clean and polish entrance doors and hardware - remove finger and/or scuff marks Clear all dustbins under each workstation Checks for the correct placement of all keyboards and chairs across each floor when not occupied Assist in material movement with additional cost/additional deployment with 48hrs notice.( additional Cost) Foyer/ Reception Area Floors (all stone, slate and ceramic floors to be washed with a neutral detergent) Reception desk and surfaces to be wiped / dusted thoroughly Wi...

Duty Manager Property and Asset Management What this job involves You will be ensuring that all technical services are maintained operational during your shift duty. Taking charge of entire technical assets in building, managing engineering team and supporting the Property Manager / Assistant Property Manager your team leader for coordinating for technical issues with client and occupants. Your key deliverables will be to: Manage and maintain electromechanical / utilities services at the site with the help of technician team. Prepare and implement planned preventive maintenance (PPM). Conduct inspections at site regularly to check for risk / defects areas. Review work of subordinate staff an...

Duty Manager Property and Asset Management What this job involves You will be ensuring that all technical services are maintained operational during your shift duty. Taking charge of entire technical assets in building, managing engineering team and supporting the Property Manager / Assistant Property Manager your team leader for coordinating for technical issues with client and occupants. Your key deliverables will be to: Manage and maintain electromechanical / utilities services at the site with the help of technician team. Prepare and implement planned preventive maintenance (PPM). Conduct inspections at site regularly to check for risk / defects areas. Review work of subordinate staff an...

Position Manager – Operations Business Property and Asset management, Kolkata Job Overview You will be the face of JLL at the client’s site and will be responsible for interacting and addressing the needs of guests / tenants by maintaining strong public relations, taking feedback / suggestions. You will also be responsible for: Understand business and ensures there is integration between business and technology. Work closely with the operations and technical teams and is a major contributor to the requirements specification deliverable Provides analytic support by coordinating data extraction from various databases and data interpretation. Create report templates and data gathering tools to ...

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sale...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. Location- Surat,Ahmedabad,Chennai,Bengaluru,Hyderabad,Mumbai,Kolkata,Pune, Tr...

PCG Advisor, B2B Franchisee Partner Alliance - Equity & Investment Products 1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experi...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Location: Chennai,Hyderabad...

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) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. 1. Should be from Equity Broking Industry with minimum of 2 years of experience. 2. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3. Experience...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, 1) 5 - Years in a Commodity...

Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help cu...

What this job involves: Floors walk to the assigned locations to check the readiness of beverage vending machine on regular intervals and take Inventory management of the beverage supplies and upkeep of the stores. What your day-to-day will look like: Take reading of the beverage vending machine with the beverage vendor at start and end of day. Inventory management of the beverage supplies and upkeep of the stores. Check and govern the pantry readiness and report to the respective function in case of any abnormality. Water refilling in the floor pantries. Receiving and storing of the bubble top waters in the respective areas. Ensure the Punctuality governance tasks are completed in timely ma...

What this job involves: Floors walk to the assigned locations to check the readiness of beverage vending machine on regular intervals and take Inventory management of the beverage supplies and upkeep of the stores. What your day-to-day will look like: Take reading of the beverage vending machine with the beverage vendor at start and end of day. Inventory management of the beverage supplies and upkeep of the stores. Check and govern the pantry readiness and report to the respective function in case of any abnormality. Water refilling in the floor pantries. Receiving and storing of the bubble top waters in the respective areas. Ensure the Punctuality governance tasks are completed in timely ma...

KEY RESPONSIBILITIES Develop and maintain relationships with high-net-worth individuals, family offices, and private investors Source, analyse, and structure real estate investment opportunities across various asset classes Execute buy-side and sell-side transactions for private capital / family office clients Provide strategic investment advice aligned with clients' wealth management goals Collaborate with JLL's broader capital markets platform globally to leverage market intelligence and opportunities Create detailed financial models and investment memorandums for potential acquisitions and dispositions Negotiate investment terms and transaction structures Stay current on market trends, ca...

Role Overview: As an Apprentice Pantry at JLL, you'll learn essential food service support operations while maintaining high standards of organization, cleanliness, and service in our client facilities. Key Learning Opportunities: Assist with pantry and kitchen organization, stock rotation, and inventory management Learn proper food storage techniques and safety protocols Develop skills in basic food preparation and presentation for meetings and events Gain experience in maintaining cleanliness standards in food service areas Understand supply ordering and vendor coordination processes Support caf operations during peak periods Qualifications: Graduate Basic understanding of food safety prin...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425313 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsNoida, UP time typeFull time posted onPosted 3 Days Ago job requisition idREQ425126 Position Manager - Operations Business Property and Asset management, Noida Job Overview You will be the face of JLL at the clients site and will be responsible for interacting and addressing the needs of guests / tenants by maintaining strong public relations, taking feedback / suggestions. You will also be responsible for: Understand business and ensures there is integration between business and technology. Work closely with the operations and technical teams and is a major contributor to the requirements specification deliverable Provides analytic support by coordinating data ex...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425310 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...

remote typeOn-site locationsGurugram, HR time typeFull time posted onPosted 3 Days Ago job requisition idREQ425310 Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork The candidate needs to work with account leads and local brokers to help our clients def...