Wealth Manager - Lucknow

Wealth manager required to promote services of the company and handle operational and technical issues of existing clientele. · Convincing skills | analytical skills | inter personal skills · Interest towards sales & field activities · Self-motivated extrovert confident · ...

Wealth Manager will manage investments creating leads pipeline advising clients on financial products and services buying selling stocks providing tax planning services. ...

The State Head Wealth Management role involves executing wealth management strategies by managing a team of wealth managers in assigned territories to build awareness of product offerings and drive sales. · ...

Manage HNI client portfolios with focus on mutual funds wealth management & investments Collaborate with sales team to acquire new clients through NISM certification Schedule attend and document client meetings Manage HNI client portfolios with focus on mutual funds wealth manage ...

Relationship Manager - Mutual Fund Sales · We are seeking a Relationship Manager with sound knowledge of markets and various financial products. · Presents Product briefing to Wealth Management counters with excellent communication skills. · Harnesses sales through Banking and We ...

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS produc ...

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approachrdquor; · Aquire and upgrade quality Treasures clients in the branch location areas. · Engage wi ...

As leading bank in Asia, · DBS Consumer Banking Group help customers realise their dreams · & ambitions across branches. · To deliver exceptional volume · & revenue performance by acquiring & engaging with Treasures clients · ...

+Recruitment of new IFAs as loan partners to set up the business. Achieving sales with new IFA targets and conducting concept and product training for existing partners and new IFAs. · +Recruitment of new IFAs as loan partners to set up the business. · Focusing on achieving sales ...

Provide customized solutions to the clients by evaluating their risk assessment and financial needs, · Primary role is to sell broking products i.e. Equities, Commodities Currencies, · Secondary role is to cross sell wealth management products i.e. Mutual Funds both equities/debt ...

V6 Arthgyan LLP is a trusted wealth management and financial planning firm. · ...

This company offers a range of investment solutions including mutual funds tax saving options fixed income strategies and wealth growth through diversified portfolios. · Assist in planning and executing digital marketing campaigns · Analyze web traffic using analytics tools · ...

This is a full-time role for a Corporate Human Resources - In-House Recruitment professional based in Lucknow. The role involves managing end-to-end recruitment processes and collaborating with department heads to determine hiring needs. · ...

Role- Area Sales Manager  · Location: Kanpur & Lucknow  · What We Can Offer You · ● Be part of a young, fast-growing startup at the forefront of EV transformation. · ● Enjoy a healthy work-life balance with a culture of ownership and trust. · ● Thrive in a flat organizational str ...

Company Overview · Invest Mango, a prominent player in the Real Estate industry, specializes in providing tailored real estate investment options across various locations. Our unique inquiry process is carefully managed by our Portfolio Managers who ensure a streamlined service f ...

Company Description · V6 ArthGyan LLP is a trusted wealth management and financial planning partner, empowering over 4,000 investors across India to achieve financial independence. As an AMFI-registered Mutual Fund Distributor based in Lucknow, we focus on making investments simp ...

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS produc ...

Manage social media platforms such as Instagram Facebook LinkedIn etc Write captions scripts and assist with content research Handle social media posting monitoring and audience engagement Create basic but engaging designs and creatives for social media Assist with email marketin ...

+Job summary · Paid internship opportunity at a trusted wealth management firm in Lucknow. · +QualificationsFreshers or students passionate about digital marketing and content creation. · ...

NRI Relationship Manager Job Purpose Team Leadership and Management Customer Acquisition Relationship Management Performance Monitoring and Reporting Compliance and Risk ManagementEnsuring engagement and coordination with various functional peers to ensure smooth business deliver ...