- Candidate will be responsible for Wealth Management Advisory.
- Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.
- Provide customized solutions to the clients by evaluating their risk assessment and financial needs.
- Acquisitions of new clients and re-activation of existing clients by selling broking as well as wealth management products.
- Ensuring customer satisfaction by customized and efficient support.
- Focus should be on AUM.
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Wealth Manager
1 week 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 ...
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Wealth Manager
5 days 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 ...
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Wealth Manager
2 days 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 ...
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Jobs For Wealth Manager
2 days ago
SEVEN CONSULTANCY Delhi, India Full timeApply for Jobs For Wealth Manager, Career Progress Consultants in Delhi ,Delhi/ NCR for 2 - 5 Year of Experience on ...
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Relationship Manager Wealth
6 days ago
upGrad Rekrut New Delhi, IndiaAbout the Role: · The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their re ...
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ACcer Family Wealth Manager
3 days ago
Accer Technology Services India, Delhi Full timeAccer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for thei ...
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Hiring || Wealth Manager || NBFC
3 days ago
People Staffing Solutions Delhi, India Full timeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book .IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) ...
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Kotak Mahindra Bank Limited Delhi, India Full timeJob Role: · . Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation. · . Build and deepen relationships with existing HNI customers to achieve increase in share of wallet. · . Cross sell products and services to c ...
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Jaipuria Institute of Management Delhi, IndiaJob Title: AGM / DGM – Treasury & Personal Wealth Management · Location: Delhi · Reporting Manager: CFO · Job Purpose : · The position is responsible for organisation's (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. Thi ...
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Wealth Manager
1 week ago
ABS International Delhi NCR, India Full timeJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references fr ...
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Mahalaxmi Global Solutions Delhi, IndiaCompany Description · Mahalaxmi Global Solutions is a recruitment agency based in Mumbai that provides organizations with full-service recruitment solutions. · Job Description · Designation: Wealth Manager-Annuity Sales · Company: Life Insurance · Location: Delhi · CTC up to 8 ...
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Wealth Manager
21 minutes 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 ...
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Wealth Manager
1 week ago
FundTQ Gurugram, India"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 is a great opportunity as the c ...
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Avp Customer Service
1 week ago
HSBC New Delhi, India-Job description · **Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direct ...
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Sales Executive
2 days ago
SBI Mutual Fund Delhi, IndiaThis position is responsible for managing SBI Wealth Counters, SBI Branches and RBOs for Nehru Place location. Candidate will be expected to manage SBI Wealth Counters, SBI Channel,SBI Region and Circle; and maximize sales by building new relationships and managing existing relat ...
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Universal Banker
1 week ago
HSBC Delhi, Delhi, India-Job description · **Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direct ...
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Social Media Influencer
1 day ago
Ultainfinity Delhi, India**About the Job** · The Ultainfinity Global group is an international financial technology conglomerate that focuses on the invention, origination and commencement of arguably the greatest wealth creation, wealth transfer, wealth distribution and wealth management, a kind yet uns ...
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Mortgage Sales Support
1 week ago
HSBC Delhi, Delhi, India-Job description · **Some careers open more doors than others.** · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direct ...
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Dailynivesh Innovations Pvt Ltd Delhi, India**Job description** · - **Job description** · Minimum 2 Yrs experience in Stock Broking for Branch Dealing & 2 year of experience · Graduation is must · **Job description** · Minimum 2 Yrs experience in Stock Broking for Branch Dealing & 2 year of experience · Graduation is must ...
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Private Banker-first Private
1 week ago
IDFC FIRST Bank Delhi, India**Role/Job Title**: Private Banker - First Private · **Business**: Retail Banking · **Function/ Department**: Retail Liabilities · **Roles & Responsibilities**: · 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions p ...
Jobs For Wealth Manager - Delhi, India - timesjobs
Description
SALARY
:
7 to 8 lakhs
LOCATION
:
Delhi
VACANCIES
:
1
QUALIFICATION
:
Any Graduate
MALE/
FEMALE
:
Male/ Female
EXPERIENCE
:
2 to 5 years
JOB DETAILS
FUNCTIONAL AREA
Wealth Manager, Welath Manager Jobs in Delhi, Finance Industry Jobs in Delhi, Mutual Fund Sales, Wealth Manager Advisor, Wealth Advisor Jobs in Delhi, Wealth Management