1 Opening(s)
2.0 Year(s) To 20.0 Year(s)
10.00 LPA TO 14.00 LPA
Job Role -
Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client plans are responsive.Must ensure the growth of AUM / Book SizeResponsible for achieving targets based on acquisition and revenue generation through investment products.Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
45.00 LPA TO 65.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...
9 Opening(s)
2.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth Manager and RM partnership even stronger
Roles and Responsibilities:
Managing and acquiring partners to generate ...
- Wealth Manager
- Hni Acquisition
- Portfolio
- Portfolio Management
- Mf
- Bonds
- Fd
- Fixed Deposits
- Mutual Fund
- B2b
- Aum
- Pms
- Ifa
- Aif
- Partners
- Cross Selling
- Business Acquisition
- Partner Engagement
- Channel Partner
- Equity
- Unlisted
- Financial Products
- Wealth Products
- Ipo
- Government Securities
- Corporate Bonds
- Fixed Income
- Equity Derivative
- Structured Products
- Investment Products
- Equity Broking
- Insurance
- Family Offices
- Mfd
- Mutual Fund Distributor
- Wealth Partners
- Wealth
- Advisors
- Independent Financial Advisor
- Partner Activation
- Aum Growth
- Investment Solutions Manager
- B2b Wealth Manager
- B2b Sales Manager
- Business Development Manager
- Wealth Relationship Manager
- Channel Partner Manager
- Channel Sales Manager
- Institutional Sales
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
10 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 6.00 LPA
Key Deliverables Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services .
New Client Acquisition & retention 5. Client Meeting.
Requirements:
Educational Qualifications: Graduate
Experience: 1+ Years’ experience in broking
Domain Knowledge: Knowledge of ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
15.00 LPA TO 20.00 LPA
Job Purpose: Prepare credit proposals to support credit committee decisions regarding the client’s portfolio quality, overall capital adequacy, liquidity, management quality, credit rating etc. of the proposed financing.
Roles & Responsibilities:
Performing credit appraisal of NBFC & NBFC-MFI clients through analyzing factors such as AUM growth, Portfolio quality & performance, Portfolio growth, Management quality, CAR, balance sheet analysis etc.
Preparation of credit proposals combining financials analysis with sectorial information to support credit committee decisions regarding the client’s portfolio quality, ...
2 Opening(s)
3.0 Year(s) To 6.0 Year(s)
9.00 LPA TO 12.00 LPA
Relationship Manager for PMS and AIF sales in the B2B segment (IFAs, and wealthmanagement firms).Budget – 10-12 LacsLocation – Mumbai & AhmedabadVacancy – 2 post (one for each location)Key Roles & Responsibilities• Partner Acquisition & Empanelment: Identify, prospect, and onboard new B2B Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs)• ...