8 Opening(s)
2.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 25.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Hni Acquisition
- Portfolio Management
- Fd
- Mutual Fund
- Wealth Management
- B2c Sales
- Hni Client Handling
- Investment Advisory
- Relationship Management
- Financial Planning
- Mutual Funds
- Pms
- Aif
- Bonds
- Insurance Sales
- Equity Products
- Cross Selling
- Client Acquisition
- Revenue Generation
- Client Servicing
- Financial Products
- Investment Products
- Casa
- Banking Sales
- Broking Sales
- Lead Generation
- Customer Relationship Management
- Uhni Clients
- Business Development
- Sip
- Asset Allocation
- Market Analysis
- Client Retention
- Target Achievement
- Financial Advisory
- Capital Markets
- Wealth Solutions
- Portfolio Advisory
- Wealth Manager
6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 12.00 LPA
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...
8 Opening(s)
5.0 Year(s) To 10.0 Year(s)
6.50 LPA TO 15.00 LPA
Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc.
Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients.
Responsible for selling various Third-Party Products.
Must have had prior experience of sourcing ...
7 Opening(s)
5.0 Year(s) To 8.0 Year(s)
15.00 LPA TO 23.00 LPA
The Relationship Manager – Mid Corporate role at Tata Capital focuses on managing and expanding relationships with mid-sized corporate clients. Key responsibilities include:
Client Acquisition and Relationship Management: Identify and acquire new clients in the mid-corporate sector, maintaining strong relationships to understand their financial goals and challenges. Vacant Jobs+2Careerjet+2foundit India+2
Financial Solutions ...
7 Opening(s)
5.0 Year(s) To 8.0 Year(s)
25.00 LPA TO 35.00 LPA
The Relationship Manager – Mid Corporate role at Tata Capital focuses on managing and expanding relationships with mid-sized corporate clients. Key responsibilities include:
Client Acquisition and Relationship Management: Identify and acquire new clients in the mid-corporate sector, maintaining strong relationships to understand their financial goals and challenges. Vacant Jobs+2Careerjet+2foundit India+2
Financial Solutions ...
7 Opening(s)
5.0 Year(s) To 8.0 Year(s)
15.00 LPA TO 23.00 LPA
The Relationship Manager – Mid Corporate role at Tata Capital focuses on managing and expanding relationships with mid-sized corporate clients. Key responsibilities include:
Client Acquisition and Relationship Management: Identify and acquire new clients in the mid-corporate sector, maintaining strong relationships to understand their financial goals and challenges. Vacant Jobs+2Careerjet+2foundit India+2
Financial Solutions ...
10 Opening(s)
3.0 Year(s) To 12.0 Year(s)
10.00 LPA TO 40.00 LPA
Client Acquisition & Business Development:
Acquire new priority banking clients through referrals, networking, and market outreach.
Identify and cultivate relationships with HNW and UHNW clients.
Develop and execute strategies to achieve revenue and client acquisition targets.
Conduct market research to identify business opportunities and stay updated on wealth management trends.
Wealth Advisory & Relationship Management:
Understand ...
15 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.
Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
Acquire ...
3 Opening(s)
5.4 Year(s) To 7.4 Year(s)
11.00 LPA TO 15.00 LPA
Role : Application Developer Role Description : Design, build and configure applications to meet business process and application requirements. ...