1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 8.00 LPA
Key Responsibilities:
Product Sales: Drive the sales of companie's’s API products to traders, developers, fund managers, and fintechs.
Client Engagement: Engage with HNI clients to promote structured trading products managed by fund managers.
Order Management: Facilitate API-based order management and account opening for trading members.
Client Base Management: Leverage your existing client base to ...
3 Opening(s)
4.0 Year(s) To 8.0 Year(s)
30.00 LPA TO 40.00 LPA
Job Role:
The key responsibilities of the role will be as follows:
The role provides an opportunity to work with promoters in the structured finance sector –Large/Mid ticket size
Client facing end to end deal lead – business & deal analysis, structuring, drafting term sheets, negotiations
Working with credit teams for efficient drafting of ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
30.00 LPA TO 35.00 LPA
Job Role:
The key responsibilities of the role will be as follows:
The role provides an opportunity to work with promoters in the structured finance sector –Large/Mid ticket size
Client facing end to end deal lead – business & deal analysis, structuring, drafting term sheets, negotiations
Working with credit teams for efficient drafting of ...
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
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
40.00 LPA TO 45.00 LPA
Key Responsibilities:
Preparation of credit appraisal notes for structured finance
Working closely with internal & external vendors for technical and valuation and legal counsels for structuring.
Forecast and micro-market analysis and preparing detailed proposals for presenting to the Investment committee.
Monitoring the investments (including utilization of funds/ collections) & identifying the early signs of ...
5 Opening(s)
4.0 Year(s) To 8.0 Year(s)
20.00 LPA TO 40.00 LPA
Responsibility of Wealth Management Advisory.
Selling products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, FDs, Structured products etc.
Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
Acquisitions of new clients and re-activation of existing clients by selling wealth management products.
Ensuring customer satisfaction by customized and efficient ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 25.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management:
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...