Senior Wealth Manager - Mumbai, India - Career Stone Consultant

Nri-wealth Manager

3 weeks ago

We are setting up one NRI Desk, with a dedicated focus on NRI clients. · - 1. Servicing our existing NRI clients and developing business relationships. · 2. Cultivate the relationships, generate and acquire new clients overseas. · 3. Target Based · 4. As Clients are NRIs - Time Z ...

Wealth Manager

3 weeks ago

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by Theclient has 12 Lakh registered customers on their fintechplatform. · Totalemployee h ...

Wealth Manager

3 weeks ago

We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients that will assist them in their financial endeavor's. · Scope of Role · Responsible to identify and cultivate prospects and/or client needs, a ...

Wealth Manager

2 weeks ago

Hello, · 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 & ...

Wealth Manager

1 week ago

Job DescriptionAccount Manager · An accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business. · Role: · 1)FinancialPlanning Portfolio Strategy and Reporting · a.Assistingthe RM in making of financial plans for clients keeping in m ...

Wealth Manager

3 weeks ago

Manager - Wealth · Role and Title: · Private Wealth Managers reporting to Director or Managing Director. · - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. · - The Candidate should be an MBA / CA / CFA with ...

Wealth Manager

1 week ago

Job Description - Account Manager · An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. · Role: · 1)Financial Planning , Portfolio Strategy and Reporting · a.Assisting the RM in making of financial plans for clients ...

Wealth Manager

2 weeks ago

Retail/HNI Clients as per the assigned Database, generation of fresh leads through reference to shore up the clientele. · Achieving the business targets assigned in terms of up-selling Mutual Fund Products, enhancing and upgrading the Client Net worth relationships. · Profiling c ...

Wealth Manager

1 day ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhs · BM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , · Wassup Connect · ...

Wealth Manager

2 weeks ago

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by Theclient has 12 Lakh registered customers on their fintechplatform. · Totalemployee ...

Wealth Manager

2 weeks ago

Hello, · 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 & ...

Wealth Manager

1 week ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhs · BM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , · Wassup Connec ...

Wealth Manager

1 week ago

Interview's on for the Highest -Super HNI - Client Group · Kindly Share CV - with CTC / Expected CTC & NP · CTC + Incentive + Bonus ( Depends individually) · Privy Wealth - CTC 10 to 20 lkhsBM - 20 to 22 lkhs + Variables + Bonus · Contact Person : Divya , Connect · Zonal Head & ...

Head of Wealth Management

2 days ago

Job Description: Head of Wealth Management · Position Summary: · The Head of Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management, exception ...

Wealth Relationship Manager

1 week ago

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targ ...

Wealth Relationship Manager

3 weeks ago

JobRole: · Requirement for aRelationship Manager who shall be responsible forAcquiring and managing HNI and UHNI clients banking andinvestment requirements and will help clients achievewith their financial goals through strategic portfolio analysis andsuggesting them the right in ...

Wealth Relationship Manager

3 weeks ago

Job Role: · Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the r ...

Senior Wealth Manager

2 weeks ago

Leading Bank in India Hiring Senior Wealth Manager/ Branch Manager · MUMBAI · Direct Interviews with Business · Profiling Customers and provide financial products to meet customer needs · Deepen the relationship by Cross selling Banks Products and Services according to Customer N ...

Wealth Management Advisor

3 weeks ago

Job Purpose: · This role is responsible for driving brokerage generation by providing financial advice and investment solutions to High Net Worth Individuals (HNI) regarding their equity and derivative portfolios. · You will play a key role in client acquisition for brokerage ser ...

Private Wealth Manager

3 days ago

· • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. · • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relatio ...