1 Opening(s)
0 To 0
0.00 LPA TO 0.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
2 Opening(s)
2.0 Year(s) To 5.0 Year(s)
15.00 LPA TO 25.00 LPA
We are having an opening for the position of VP/AVP Wealth Manager with one of our clients in the Financial Industry in Mumbai (Bandra).
Key Responsibilities:
Traveling and meeting the corporates, sourcing the mandates for PAN India, meeting the investors, and closing funds raising PAN India.
We need to raise funds from ultra-high-net-worth individuals and royal family ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Responsibilities:
Customer Profiling
Consultation related to wealth management
Client interaction
References from existing clients to acquire new clients
Updating clients on market
Giving the proper information to clients of a transaction at a specific interval.
Strive towards achieving an individual goal and thereby the branch and organizational goals.
Desired Candidate Profile
Should have good knowledge of the Mutual ...
1 Opening(s)
1.0 Year(s) To 6.0 Year(s)
2.00 LPA TO 5.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
0.00 LPA TO 0.00 LPA
Job Description:
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management ...
1 Opening(s)
1.0 Year(s) To 7.0 Year(s)
4.00 LPA TO 7.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
0.00 LPA TO 0.00 LPA
Client Info:
Company is a Mumbai based Financial Services Company providing end-to-end financing, lending and wealth management solutions. Company are a team of Chartered Accountants and Chartered Financial Analysts with rich experience..Company considerable investment in scientific research, data and technology has produced innovations ranging from new investment strategies and risk management tools, ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 15.00 LPA
We have an urgent opening for Sr. Manager Sales for a reputed Finance Company Prudent Bull Pvt. Ltd for Kharghar location.
Please find the details for the same:-
Job Location: Kharghar.
Job Timing: 10 am to 6:30 pm.
Job Type: Permanent.
Weekly Off: Sunday.
Salary: As per company norms.
Qualification: Graduate/Mba
Gender: Male/Female.
Candidate Profile:
Experience in Private Banking
Wealth Management
Asset Managemebnt
Presentable
Self confident
Should ...
10 Opening(s)
3.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
We have an urgent opening for an position of Sales Executive for a reputed Company at Navi Mumbai (Vashi) Location.
Position Overview:
In this exciting role, you will be responsible for identifying and developing new leads, educating potential clients about our comprehensive suite of financial products (Mutual Funds, SIP Investment, Loans, Insurance, Account Opening and Closing, Credit Cards ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 6.00 LPA
We have an urgent opening for the position of Investment Manager for a leading Company for the Ghatkopar location.
Job Description:
Position: Investment Manager
Salary: Upto 50k
Experience: 5 to 7 years
Qualification: MBA Finance/Insurance, CFP (Certified Financial Planner)
Office Timings: 9.30 AM to 6:30 PM
Weekly Off- Sunday
Skills Required:
Knowledge in investment advisory.
Wealth management consultation.
Generating Lead
Meeting Clients
Selling Investment-related services
Good English Communication.
Smart and ...