2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
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 ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 40.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...
15 Opening(s)
4.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 10.00 LPA
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with HNWIs.
Act as the primary point of contact for clients, addressing their financial needs and concerns.
Conduct regular reviews of client portfolios to ensure alignment with their financial goals.
Financial Planning and Advisory:
Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
Offer ...