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4 Wealth Planning Jobs

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4.0 - 9.0 years

6 - 14 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

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Greetings from Avani consulting We are hiring Role & responsibilities - Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing business activities. - Give market feedback to Investments on peer Products Positioning & Product sales in market. Preferred candidate profile Desired Education Background: MBA (Finance)/ CFA/ CA/Graduate Desired Work Experience: 3 plus Critical Skills Required: Communication, Analytical & Interpersonal, Sales Techniques, Product & Market Perks and benefits 8 to 15 LPA PLUS attractive incentive Interested candidates share your cv in mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895 ANUSHA Key Account Manager Avani consulting New era of recruiting

Posted 1 week ago

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5.0 - 7.0 years

8 - 12 Lacs

Visakhapatnam

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Financial Planning and Investments skills Experience in Finance and Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills

Posted 3 weeks ago

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5 - 7 years

8 - 12 Lacs

Visakhapatnam

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Financial Planning and Investments skills Experience in Finance and Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills

Posted 2 months ago

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7 - 12 years

15 - 25 Lacs

Hyderabad

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Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Posted 3 months ago

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