Wealth Manager - Panipat - Career Solution New Delhi

    Career Solution New Delhi
    Career Solution New Delhi Panipat

    1 day ago

    Full time ₹800,000 - ₹3,000,000 (INR) per year * Healthcare
    Description

    Key Deliverables:

    • 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

    Role Responsibilities:

    • 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
    * This salary range is an estimation made by beBee
  • Work in company

    Relationship Manager

    Career Solution New Delhi

    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 time

    1 day ago

  • Work in company

    Relationship Manager

    Career Solution New Delhi

    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 ...

    Karnal Full time

    1 day ago

  • Work in company

    Company Chief Security Officer

    Only for registered members

    We are looking for a true team player that is up for a challenge and wants to evolve and always perform their best. · To your help you will have a close co-operation with the Country Security Manager.You will be a security generalist, involved in physical security, personnel secu ...

    Haryana

    1 week ago

  • Work in company

    Data/Information Mgt Analyst

    Only for registered members

    Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. · ...

    Haryana

    1 month ago

  • Work in company

    Data/Information Mgt Analyst 2

    Only for registered members

    · ...

    Haryana

    1 month ago

  • Work in company

    Quality, Environmental

    Only for registered members

    Want to influence the bigger picture? At Saab, you can realise amazing innovations that keep people and societies safe. Together, we can truly make an impact – and your part matters. · Your · role · Keeping people and society safe - Saab serves the global market of governments, a ...

    Haryana

    2 days ago

  • Work in company

    Control Automation

    Only for registered members

    Lead and act as an automation SME for a team of automation analysts . Develop and implement robust, scalable automation strategies/solution to support business objectives and implement effective controls. · ...

    Haryana

    4 weeks ago

  • Work in company

    Senior Business Analyst – Operations Analytics

    Only for registered members

    The Business Analytics Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. · Gathers operational data from various cross functional st ...

    Haryana

    3 weeks ago

Jobs
>
Wealth manager
>
Jobs for Wealth manager in Pānīpat