- Manage investment portfolios for HNI and NRI clients
- Drive mutual fund sales and cross-sell wealth products
- Provide tailored financial solutions and portfolio strategies
- Ensure compliance with NISM mutual fund certification
- Acquire and retain HNI and Ultra HNI clients
- Conduct financial planning and risk profiling
- Deliver regular portfolio performance reviews
- Coordinate with internal teams for seamless service delivery
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Key Deliverables: · Drive equity and mutual fund product sales to clients · Achieve monthly acquisition and revenue targets · Offer tailored wealth management solutions · Maintain strong relationships with HNI and retail clients · Role Responsibilities: · Promote demat and tradin ...
Panipat Full time1 day ago
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Key Deliverables: · Drive equity and mutual fund product sales to clients · Achieve monthly acquisition and revenue targets · Offer tailored wealth management solutions · Maintain strong relationships with HNI and retail clients · Role Responsibilities: · Promote demat and tradin ...
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Wealth Manager - Panipat - Career Solution New Delhi
Description
Key Deliverables:
Role Responsibilities:
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Relationship Manager
Full time Career Solution New Delhi- Panipat
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Relationship Manager
Full time Career Solution New Delhi- Karnal
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Company Chief Security Officer
Only for registered members Haryana
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Data/Information Mgt Analyst
Only for registered members Haryana
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Data/Information Mgt Analyst 2
Only for registered members Haryana
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Quality, Environmental
Only for registered members Haryana
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Control Automation
Only for registered members Haryana
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Senior Business Analyst – Operations Analytics
Only for registered members Haryana
