256 Wealth Manager Jobs - Page 2

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

We're Hiring: Relationship Manager/ Sr RM, Branch Manager, Business Manager Location: Hyderabad & Chennai Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Years In...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Ahmedabad, Indore, Bhopal, Surat & Vadodara Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience...

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Job Role : Wealth Manager Experience : 2 to 5 years Key Responsibilities & Accountabilities products. responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge Graduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size o...

Urgent hiring for !!! Platinum Relationship Manager !!! for one of the leading pvt ltd bank KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group comp...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

We are currently looking to hire young and energetic Relationship Manager/Sr Relationship Manager for Kolkata ,Dhanbad and Bhubaneswar location. Job Description - As a Relationship manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the...

Urgent Hiring!! Job Title: Equity Advisor Location: Mumbai Department: Sales & Client Relations Position Overview: We are looking for an ambitious and driven Equity Advisor to join our friendly and dynamic team at stockaxis. This is a sales and service-focused role, where the successful candidate will be responsible for acquiring new clients, understanding their needs, and pitching our services over the phone. As part of a work-from-home and hybrid model , you will have the opportunity to develop your career in the exciting field of stock market research, all while earning lucrative incentives based on performance. Key Responsibilities: Client Acquisition & Sales: Reach out to potential clie...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Nagpur, Surat, Baroda, Ahmedabad & Indore Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-6 Year...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients...

Purpose: Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions. Manage client investment portfolios, provide market updates, and offer expert recommendations. Key Responsibilities: Client Acquisition & Relationship Management: Identify and acquire new institutional clients. Maintain regular contact with clients through calls and meetings. Promote multiple products/services to clients, increasing revenue and wallet share. Portfolio Management: Monitor client portfolios and provide tailored recommendations. Share updates on financial products and market trends. Revenue Generation: Drive sales by leveraging client relationships and promoti...