- Troubleshooting and problem solving on call if any issues faced by clients such as valuation concepts, fundraising concepts
- Ability to understand requirements of users and nurture them for closure.
- Network with prospects through phone call, chat, video call, etc.
- Collaborate with internal creatives, tech and services team for solving client requirements
- Provide seamless onboarding and setting right expectations of performance Attends trade exhibitions and industry events to learn about cuttingedge products and sales.
- Strong communication and presentation skills
- High on Integrity - No false promises to acquire a client
- Street smart attitude to answer by first principles thinking
- Diligent, passionate and high on work ethics. Not a place for laid back Manager can also apply.
-
Wealth Manager
2 weeks ago
Waytogo Consultants Gurugram, IndiaWealth Manager - Banking Accountable for achieving monthly & annual sales targets, as agreed. · - Ensure proper implementation & execution of relationship management & investment advisory strategies. · - Ensure proper sales spread between products. · - Aim to balance NTB with inc ...
-
Senior Wealth Manager
3 weeks ago
Motilal Oswal Financial Services Ltd Gurugram, IndiaCompany Description · Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asse ...
-
Senior Wealth Manager
6 days ago
Green Portfolio gurgaon, IndiaAbout Us · One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients ...
-
Senior Wealth Manager
6 days ago
Green Portfolio gurugram, IndiaAbout Us · One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clien ...
-
Wealth Manager
1 week ago
GA Capital Management Private Limited Delhi, IndiaWho we are? · GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. · GA Capital Management Private Limited is a capital management company, part of GA Group of companies' Capital Markets business, headquartered in Hyderabad, with footprints acros ...
-
Wealth Manager
1 week ago
GA Capital Management Private Limited Delhi, IndiaWho we are? · GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies' Capital Markets business, headquartered in Hyderabad, with footprints across m ...
-
Wealth Manager
5 days ago
Anandrathi Shares And Stock Brokers Limited New Delhi, India Full timeWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. · Designation: - Sr. · Manager / AVP Job Description for Preferred Relationship Manager -Wealth SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the bus ...
-
Wealth Manager
2 days ago
ConsultBae Jobs Delhi, IndiaHiring for RMs, Senior RMs and Cluster Heads · Experience- 7 Years + · Mode- WFO- 5 days · Location- Pan India · Responsibilities: · Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, a ...
-
Wealth Manager
1 week ago
Talent Corner HR Services Pvt Ltd Delhi, IndiaJob - Senior Wealth Manager · Job Type- Full Time · Experience - 4 years in relevant Industry · Budget - 12 LPA · Qualification - Graduate/PG · Job Responsibilities · As a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focu ...
-
Wealth Manager
1 week ago
Waytogo Consultants Delhi, India- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. · - Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. · - Ensure quality of sourcing ...
-
Wealth Manager
3 weeks ago
TIGI HR ® Delhi, IndiaTitle: Wealth Manager · Location: Delhi & Delhi NCR · Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking · CTC: Up to 1 lac per month · Experience: 5-15 Years · Notice Period - Immediate to 30 days · Roles & responsibilities · Acquiring clients on inves ...
-
Wealth Manager
1 week ago
Golden Opportunities Connaught Place, IndiaJob Title Wealth Manager Financial Services (New Delhi) Skill required. 2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries. Experience managing HNI clients is an added bonus. Experience in Cu ...
-
Wealth Manager
6 days ago
AnandRathi Shares And Stock Brokers Limited Delhi, IndiaWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. · Designation: - Sr. Manager / AVP · Job Description for Preferred Relationship Manager -Wealth · SUMMARY: - · The Relationship Manager-Wealth is the ultimate face of ...
-
Wealth Manager
6 days ago
AnandRathi Shares And Stock Brokers Limited Delhi, IndiaWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. · Designation: - Sr. Manager / AVP · Job Description for Preferred Relationship Manager -Wealth · SUMMARY: - · The Relationship Manager-Wealth is the ultimate face of the ...
-
Wealth Manager
1 day ago
ConsultBae Jobs new delhi, IndiaHiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan India · Responsibilities: · Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuri ...
-
Wealth Manager
1 week ago
Bharti AXA Life Insurance Delhi, IndiaHello, Greetings from Bharti AXA Life Insurance We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life's Wealth Creation & Retirement S ...
-
Wealth Manager
6 days ago
Talent Corner HR Services Pvt Ltd Delhi, IndiaJob - Senior Wealth ManagerJob Type- Full TimeExperience - 4 years in relevant IndustryBudget - 12 LPAQualification - Graduate/PG · Job ResponsibilitiesAs a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving ...
-
Wealth Manager
2 weeks ago
talent crafters solutions New Delhi, India Full timeProspect, acquire and retain clients · Achieve budgeted targets in terms of number of clients/volume of business & assets. · Research, investigate and update themselves on available investment opportunities · /financial market trend to determine whether they fit into clients port ...
-
Wealth Manager
6 days ago
Golden Opportunities New Delhi, IndiaJob Title · Wealth Manager- Financial Services (New Delhi)Skill required .2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus.Experience in ...
-
Wealth Manager
1 week ago
Golden Opportunities Delhi, IndiaJob Title Wealth Manager- Financial Services (New Delhi) · Skill required. · 2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus. · Experien ...
Wealth Manager - Gurugram, India - FundTQ
Description
"Wealth Manager"
If you want to make a career in Investment Banking, get ready to be a part of a fast-growing team which has made a next generation platform to make it simple to value their ideas, make Pitch decks and Choose Right Investors.
This role will also give exposure to the startup journey from day one. FundTQ is a company founded by Ex-Big4 Investment Bankers and Consultants having a total 75+ years of combined experience in Business Structuring, Transaction Advisory and Due Give product demo to business owners / startups (USERS), explain the product features and resolve queries
1. 0-6 months of experience in B2B Sales and Operations