Wealth Manager - Ahmedabad

El objetivo principal del trabajo es gestionar los portafolios de clientes y alcanzar metas relacionadas con la rentabilidad. · Gestionar portafolios · Tener objetivos comerciales claros · ...

· Job Title: Wealth Manager Sales (HNI Segment) · Location: Multiple Cities (Pan India) · Employment Type: Full-Time (On-Site) · Role Summary · We are hiring an experienced Wealth Manager Sales professional to drive acquisition and relationship management within the high-net-wor ...

The Wealth Manager will be responsible for acquiring, managing, and growing client relationships across Mutual Funds, PMS, AIFs, · Unlisted Investments, · and curated Wealth Baskets. ...

Wealth manager responsible for managing existing client base and pitching wealth products to increase assets under management (AUM). · Manage & sales assigned portfolio of existing high net worth individual (HNI) clients · ...

+Wealth Manager to acquire and manage high-net-worth and retail clients. · + · +Acquire and manage high-net-worth and retail clients · +Understand client financial goals and provide suitable investment solutions · +Promote and sell wealth management products such as Equity, Mutua ...

Wealth Manager, responsible for catering to investment needs of mass affluent clients by recommending products and meeting AUM targets. · Ensure timely delivery of customized wealth advise to HNI customers and periodic review of clients portfolio. Cater to investment needs of ma ...

Wealth manager for high net worth individual clients providing personalized wealth management solutions and staying updated on market trends. · Manage high net worth individual (HNI) clients' portfolios. · Identify new business opportunities through networking and referrals. · ...

Wealth manager job involves B2B sales by onboarding and activating high-performing IFAs. Collaborate with product and marketing teams to design value propositions tailored for IFA segment. · Minimum 2 years of experience in B2B sales, in wealth management industry. · Strong under ...

Wealth Manager job involves dealing SLR Non SLR Products placement Bonds NCD end to end management debt proposals sourcing placement best terms client achieve business targets revenue goals maintaining highest standards compliance ethics. · ...

Roles and Responsibilities · Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Insurance. · Develop and maintain a deep understanding ...

Wealth manager required to sell mutual fund,PMS,education product insurance,NCD corporate FD to existing HNI customers of company.To Sell Mutual Fund,PMS,Education Product Insurance,NCD Corporate FD · This Is Field Work Job Build And Maintain Relation With Clients Candidate Can A ...

Wealth Manager. · Epsilon Money Group is headquartered in Mumbai and has presence in over 12 cities pan India and catering to over ~5,000 customers. We aim to make a difference in the financial space by offering fit-for-purpose and innovative financial solutions for our clients ( ...

Wealth manager dealing in SLR non SLR products primary and secondary placement of bonds end to end management of debt proposals from sourcing to placement at best terms for the client achieving business targets and revenue goals while maintaining highest standards of compliance a ...

The role of the Wealth Manager is to build and nurture strong relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. · ...

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, · providing them with expert financial advice and personalized wealth management solutions.Postgraduate/ Graduate in any discipline. · Minimum Ex ...

Dear Associate · For Apply Call on or Email on · Role - Relationship Manager - Wealth Channel · Preferences – · - Life Insurance Agency channel OR Mutual Fund background · - Must have built good Life Insurance advisor · ...

Wealth manager for high net worth clients to assist in achieving short and long term investment goals through profiling and offering of debt products structures equities mf s and fund based real estate products. Address HNI and ultra HNI clients for investment requirementsAssisti ...

We are seeking a wealth manager with sales and team leading experience to join our dynamic team in the financial services industry. · Candidates must have sales experience of 3-4 years. · Must have experience in customer-facing roles on field in any industry. · ...

Wealth Relationship Manager to manage relationships with distributors, family offices, · and high-net-worth individuals (HNIs) by providing personalized investment strategies. · Relationship Management: Build and maintain strong relationships with B2B & B2C distributors, · family ...

Vyn · (pronounced "win") is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are ...