182 Wealth Product Jobs - Page 5

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

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

HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)

Building relationships with HNI,Ultra HNI clients Analyse clients financial situation Develop personalized investment strategies Recommend suitable investment products Monitor investment portfolios Provide financial advice Required Candidate profile Must have relationship with relationships with HNI,Ultra HNI clients Joining immediate

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Opera...

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Branch Manager For One of the Leading Capital Market Company Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Position Name: Sales Manager Qualification: Any Graduates/ Post Graduates Experience: 7 to 15 Years Location: Nariman Point CTC: As per industry norm Joining: Immediate joiners preferred Key Responsibilities Develop and execute sales strategies to achieve revenue targets in the wellness and healthcare verticals. Identify and build strong relationships with corporate clients, HR departments, wellness heads, hospitals, clinics, and healthcare institutions. Promote and sell wellness and healthcare products/services to corporate and institutional clients. Drive B2B sales initiatives including lead generation, client meetings, proposals, and contract closures. Manage the end-to-end sales cycle, f...

Job Name - PBG - Service Head Location - Pune Level - Senior Manager - Assistant VP Job Purpose - To work jointly with Wealth Service RMs and Heads to fulfill all customer service requirements pertaining to Investments and to maintain highest standards of service quality to ensure customer delight JOB DESCRIPTION Customer Service First Customer Engagement - 75 percent of Service RMs to be meeting 90 percent Contact management criteria quarterly. In case of client transfer from one Wealth RM to another Wealth RM, Service RM Head to connect with the customer to confirm that the handover has been completed by the new RM and same to be captured in CRM Service Delivery in TAT - 75 percent of Serv...

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

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

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. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

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. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

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. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...