- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .
- Minimum Entry level Portfolio amount would be Rs 1 crore and above.
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Wealth Manager
6 days ago
Corphive Pune, India 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 (New to Bank customers) with · increase ...
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Wealth Relationship Manager
5 days ago
Waytogo Consultants Pune, IndiaIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth · Revenue generation through cross sell of business banking and · wealth products like Trade Forex, Insurance, Investments, Retail Assets et ...
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Wealth Management-Manager/Sr Manager
23 hours ago
Genpact Pune, IndiaGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our p ...
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Wealth Management-Manager/Sr Manager
23 hours ago
Genpact Pune, IndiaGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our p ...
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AVP - Sales - Wealth Management
1 day ago
Coeusconsultants Pune, IndiaAVP Sales - wealth Management · AVP Sales · - Developing and Managing team. · - Make strategic planning to grow Business for the all B2C & B2B Branches. · - Advising clients on profitable Investment opportunities for Equity, Commodity and currency products · - Keeping in touch ...
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Wealth Advisor
1 week ago
Nuvama Wealth and Investment pvt ( Edelweiss) Pune, Maharashtra, India**About the Company**: · **Nuvama Wealth and Investment Limited **(Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial prod ...
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Universal Banker
4 days ago
HSBC Pune, 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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UBS Pune, Maharashtra, IndiaIndia · - Information Technology (IT) · - Group Functions · **Job Reference #** · BR · **City** · - Pune · **Job Type** · - Full Time · **Your role** · - Are you passionate about data and analytics?- Do you take pride in the quality of software delivered for each development iter ...
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Operations Associate- Private Wealth
6 days ago
AllianceBernstein Pune, IndiaCompany Description · As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, ...
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Money Movement
3 days ago
UBS Pune, IndiaIndia · - Information Technology (IT) · - Global Wealth Management · **Job Reference #** · BR · **City** · - Pune · **Job Type** · - Full Time · **Your role** · - Do you have a passion for designing and delivering agile digital solutions that surprise and delight clients? Are you ...
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Product Owner, Money Movement
5 days ago
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Business Controller CTO Europe
3 days ago
Avaloq Pune, IndiaCompany Description · Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 10 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and s ...
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Banker Desktop
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Product Owner, Banker Desktop
5 days ago
UBS Pune, IndiaIndia · - Information Technology (IT) · - Global Wealth Management · **Job Reference #** · BR · **City** · - Pune · **Job Type** · - Full Time · **Your role** · - owns, writes and prioritizes backlog. · - owns daily stand-up and jira management for the banker desktop pod. · - dev ...
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Wrm nuvama pune
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Customer Success Executive
4 days ago
Cambridge Wealth Pune, IndiaWe are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and ex ...
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Am Premier Services
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HSBC Pune, 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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Mutual Fund Operation
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Intern
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UBS Pune, IndiaIndia · - Information Technology (IT) · - Group Functions · **Job Reference #** · BR · **City** · - Pune · **Job Type** · - Full Time · **Your role** · - You will working with one of the Top Notch bank in Asset Management · **Your team** · - Our team cares deeply about continuous ...
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IT Application Owner
3 days ago
Deutsche Bank Pune, Maharashtra, India**IT Application Owner**: · **Job ID**:R0318619**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**: **Location**:Pune**Position Overview**: · **Job Title: IT Application Owner** · **Location: Pune** · ***Role Description** · As the International Private Bank (IPB) ...
Wealth Manager - Pune, India - Vebotics Square Services
Description
Wealth ManagerAcquisition of Wealth Clients: