Relationship Manager-First Wealth - Jaipur, Rajasthan

Manage and grow a portfolio of high net worth clients. · Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry · Bachelor's degree in finance, business, or related field · ...

Wealth is one of India's leading wealth management platforms offering expert solutions in equity Portfolio Management Services (PMS) Alternative Investment Funds (AIF) and private client services. · To maintain client relationships and generate AUM from preferred clients. · To ad ...

What we'll offer you · As part of our flexible scheme, here are just some of the benefits that youll enjoy · Best in class leave policy · Gender neutral parental leaves · 100% reimbursement under childcare assistance benefit (gender neutral) · Sponsorship for Industry relevant ce ...

Wealth manager to handle book size, acquire HNI/Ultra HNI clients and provide PMS, Stocks, Mutual funds etc. · Acquire HNI/Ultra HNI clients · Provide PMS, Stocks, Mutual funds etc. · ...

We are seeking a senior wealth manager with 6+ years of experience to manage family wealth and investments. · ...

We are looking for an experienced and customer-focused Relationship Wealth Manager to manage and grow a portfolio of high-net-worth individuals (HNIs). The role involves providing personalized financial advice, promoting wealth management products, and building long-term relation ...

We are seeking a Senior Wealth Manager to join our team. The successful candidate will have 6+ years of experience in wealth management and will be responsible for designing and executing investment strategies across asset classes. · ...

This role requires a leader to manage overall branch performance and revenue growth while operating as a Playing Captain, combining hands on client acquisition and relationship management with strategic team leadership. The ideal candidate should have experience in managing teams ...

We are hiring for the role of SVP / VP / AVP / Relationship Manager,Private Bankers- Wealth Mgmt. The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · Client acquisition through networking, r ...

The Relationship Manager will be responsible for managing and growing relationships with HNI and affluent clients by delivering customized investment advisory solutions. · The role focuses on portfolio management, client servicing, and business growth through deep understanding o ...

We are hiring for the role of Cluster Manager – Equity Sales & Investment Products. · The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · The candidate will work closely with HNI/UHNI client ...

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. · To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portf ...

Key responsibilities: · To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. · To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investmen ...

We are hiring for the role of Relationship Manager - Equity Broking/ Investment Products. · The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · ...

We are hiring for the role of Cluster Manager - Equity Sales & Investment Products. · The incumbent will manage and grow high-value client relationships while delivering customized financial solutions. ...

We are hiring a Sales Executive who will play a key role in educating prospects through webinars and training sessions, · Conduct webinar's & trainings online with our business partners · Pitch and sell Wealth Club memberships · ...

+ Job summary: We are hiring a Sales Executive who will play a key role in educating prospects through webinars training sessions managing investor relationships selling Wealth Club memberships and closing real estate deals. · + Responsibilities: · Training & Webinar Management · ...

This role involves handling customer inquiries, providing timely information, · and resolving customer concerns as a Call Agent for ELEFIN MONEY. · Answering calls · FOLLOWING UP WITH CLIENTS · Maintaining detailed records of interactions · ...

Drive UHNI/HNI client acquisition and AUM growth through direct client management Lead a cluster of Relationship Managers while maintaining an individual revenue book Achieve cluster-level targets for AUM revenue and cross-selling Coach mentor and monitor team performance with a ...

We are currently hiring for a portfolio relationship manager position with a reputed leading bank based in Jaipur. · ...