Worksymphony Jobs in India

Manage and review existing client investment portfolios · Conduct portfolio analysis and make necessary adjustments. · Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance · . · ...

This job involves executing cluster business plans for the Wealth Management segment to drive sales in Mumbai and acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service. · ...

Responsible for driving sales from distributors/IFA, experience in structured products, recruit partners and provide training to them. Responsible to achieve sales targets. · Required Candidate profile · Responsible for driving sales from distributors/IFA, experience in structu ...

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service · ...

+Job summary · Responsible for Revenue generation, Client acquisition, Investment products, private wealth. · +ResponsibilitiesRevenue generation · Wealth management · ...

Responsible for Revenue generation Client acquisition Investment products private wealth · Responsible for Revenue generation Client acquisition Investment products private wealth · ...

You should possess very good skills in SEO Web Designing Advertising Promotion Social Media Marketing Creative Good in Branding and have a collaborative mindset. · Demonstrating expertise in SEO strategies and techniques · Designing websites with a focus on user experience and ae ...

· Generate Leads Build Personal Touch Client Relationship Management Wealth Management Market Awareness · ...

Generate leads build personal touch client relationship management wealth management market awareness must have own self built AUM. · ...

Identify and prospect potential clients through various channels conduct in-depth financial assessments investment recommendations and proposals to clients ensure a seamless client experience. · ...

Coodinates with internal sales teams and insurance partners for quote issuance, documentation, and policy conversion. · ...

Talent Acquisition experience with significant exposure to Wealth Management Financial Product Distribution BFSI. · Excellent stakeholder management with different teams. ...

Coordinate with internal sales teams and insurance partners for quote issuance documentation and policy conversion Onboard new partners and ensure they are active and productive Monitor&report on the conversion and performance of retail insurance · ...

Talent Acquisition experience with significant exposure to Wealth Management and Financial Product Distribution. · Data-driven mindset with strong hiring analytics capability. · ...

Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship with the clients. · Required Candidate profile · Must have experience in Acquisition, clie ...