- Analytical skills: Good ability to analyze client data and identify trends is a necessity for the job.
- Sales skills: Impeccable sales skills are required to handle HNI clients effectively.
-
At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. · ...
Mumbai1 month ago
-
Job Summary Job Summary We are looking for Finance Advisor for Navi Mumbai Location to support investor services and handle day-to-day investor interactions. This role is ideal for fresh graduates seeking to start their career in the financial services industry with a globally re ...
Navi Mumbai, Maharashtra1 month ago
-
Key Accountabilities · Performance Management · Work closely with dedicated support from the Finance & Business Technology (FBT) team to prepare timely, accurate, and reliable financial and management information to support business decisions. Develop and explain material for bus ...
Mumbai Full time9 hours ago
-
We are looking for a Chief Finance Advisor cum Cost Control Expert to lead financial planning, project cost control, budgeting, and financial governance in our Metro Projects across India. · ...
Mumbai Metropolitan Region1 month ago
- Work in company
S/4HANA Public Cloud Solution Advisor Expert _APAC Finance
Only for registered members
We help the world run betterAt SAP we keep it simple you bring your best to us and well bring out the best in you5+ years of competitive ERP presales experience in leading enterprise software organizationsStrong experience with SAP S/4HANA Public Cloud Cloud ERP or competitive Sa ...
Mumbai City4 weeks ago
-
We are seeking a Sourcing Head to independently originate high-quality corporate financing opportunities across structured credit, private debt and project financing mandates. · Identify and originate structured credit & corporate financing opportunities · Build and manage relati ...
Mumbai, Maharashtra1 month ago
-
We are seeking a seasoned and strategic Vice President – Corporate Finance to lead the organization's corporate finance function with a strong focus on fund raising, capital structuring, financial strategy, and stakeholder management. · ...
Mumbai1 month ago
-
This role is for one of the Weekday's clients.Min Experience: 12 years.Location: Mumbai.JobType: full-time.We are seeking a seasoned and strategic Vice President - Corporate Finance to lead the organization's corporate finance function with a strong focus on fund raising , capita ...
Mumbai Metropolitan Region1 month ago
-
Role Summary · The role will work closely with investment bankers, auditors, and advisors on DRHP preparation and listing-related activities. Also the role will oversee financial closure quarterly and monthly. · Key Responsibilities · Support DRHP preparation and IPO execution · ...
Mumbai ₹2,500,000 - ₹5,000,000 (INR) per year3 days ago
-
· Job Description: · Engaging with clients for originating and evaluating financing opportunities · Structuring transactions including project finance, acquisition financing and working capital requirements · Co-ordinate due diligence process with clients, legal counsel, and oth ...
Mumbai11 hours ago
-
The Business Manager has the responsibility of driving sales and achieving the sales target. · The Business Manager drives sales and achieves goal sheet targets by recruitment of Advisor Training of Advisor Drive sales Target Achievement QUALITATIVE · Achieving sales targets Recr ...
Mumbai1 month ago
-
Role Summary · The role will work closely with investment bankers, auditors, and advisors on DRHP preparation and listing-related activities. Also the role will oversee financial closure quarterly and monthly. · Key Responsibilities · Support DRHP preparation and IPO execution · ...
Mumbai, Maharashtra ₹2,500,000 - ₹5,000,000 (INR) per year4 days ago
-
Growthally Advisors is seeking a highly motivated Investment Banking & Financial Advisory Intern – Healthcare to support its Investment Banking team. · Assist in the execution of investment banking transactions including M&A, debt syndication, and equity advisory assignments with ...
Mumbai Metropolitan Region1 month ago
-
Growthally Advisors is seeking a highly motivated Investment Banking Analyst – Healthcare to join its Investment Banking team. · ...
Mumbai Metropolitan Region1 month ago
-
Provide expert guidance on Direct and Indirect taxation (Income tax, VAT/GST, customs, service tax) across SAMEA jurisdictions. · ...
Mumbai Metropolitan Region1 month ago
-
Tax Compliance & Advisory · Provide expert guidance on Direct and Indirect taxation (Income tax, VAT/GST,customs, service tax) across SAMEA jurisdictions. Ensure all payments of statutory dues are made on time. · Coordinate timely tax filings, assessments, audits, and reconciliat ...
Mumbai Metropolitan Region ₹900,000 - ₹2,500,000 (INR) per year1 day ago
-
Role - Unit Manager · • Recruit Team of advisors · • Generate business through the team · • Lead the team of advisors · • Motivate them to achieve targets · • Provide training and guidance to them · • On Role Job with Company payroll · Required Candidate profile · Experience : ...
Mumbai, Nashik, Pune ₹300,000 - ₹900,000 (INR) per year4 days ago
-
Manage and nurture client relationships, understand client needs and develop strategies to align with their goals. · ...
Mumbai, Maharashtra1 month ago
-
more info callme · Recruit & handle financial advisor and get lead from them · Go On Sales Meeting to Meet customers on appointment basis With Ur Advisor · Sell Our Product Life insurance and other investments Plan · Required Candidate profile · Graduation Must · Must have 1 ...
Mumbai, Nagpur, Pune ₹400,000 - ₹1,200,000 (INR) per year3 days ago
-
Barakah Advisors is seeking a high-performing Legal Associate to join a lean, · professional advisory team working on real-world legal, regulatory and compliance matters. · ...
Mumbai Metropolitan Region3 weeks ago
-
CFO & Finance Controller. Define and execute the company's financial strategy aligned with business goals. · ...
Mumbai3 weeks ago
Personal Finance Advisor - Mumbai - beBeeWealth
Job title: Wealth Manager
Description
Job Description:
The Wealth Manager role involves acquiring and advising high net worth individuals (HNIs) to grow their wealth.
Key responsibilities include building sales funnels through client meetings or virtual presentations, conducting seminars, workshops, and other business development activities.
A successful candidate will have prior experience in wealth management firms, private banking, PMS advisory, AIF acquisition or high-ticket MF sales with exposure to HNI client management.
Required Skills & Qualifications
The most successful candidates would be those who possess good personal meeting skills. The ideal candidate should also possess knowledge of Equity Markets as well as other investment assets which is extremely beneficial when working closely with Affluent clients helping them manage their financial portfolio accordingly resulting into deepening wallet from existing clients., he/she must have atleast 5 years work ex in managing affluent/HNI Clients),
l Appropriately closing High Ticket Sales.
-
Solution Advisor Expert Finance
Only for registered members Mumbai
-
Finance Advisor
Only for registered members Navi Mumbai, Maharashtra
-
Senior Finance Advisor, Castrol Global Functions
Full time Bp Incorporate International- Mumbai
-
Chief Finance Advisor cum Cost Control Expert
Only for registered members Mumbai Metropolitan Region
-
S/4HANA Public Cloud Solution Advisor Expert _APAC Finance
Only for registered members Mumbai City
-
Head of Sourcing
Only for registered members Mumbai, Maharashtra
-
VP Corporate Finance
Only for registered members Mumbai
-
VP Corporate Finance
Only for registered members Mumbai Metropolitan Region
-
Senior Finance Manager
The Souled Store- Mumbai
-
VP Relationship Manager-Large Corporates- Mumbai BKC
Only for registered members Mumbai
-
Senior Business Development Manager
Only for registered members Mumbai
-
Senior Finance Manager
Only for registered members Mumbai, Maharashtra
-
Investment Banking
Only for registered members Mumbai Metropolitan Region
-
Investment Banking Analyst – Healthcare
Only for registered members Mumbai Metropolitan Region
-
Finance Manager
Only for registered members Mumbai Metropolitan Region
-
Finance Manager
Only for registered members Mumbai Metropolitan Region
-
Urgent Hiring
Only for registered members Mumbai, Nashik, Pune
-
Client Relationship Manager
Only for registered members Mumbai, Maharashtra
-
Sales Manager
Only for registered members Mumbai, Nagpur, Pune
-
Associate
Only for registered members Mumbai Metropolitan Region
-
CFO & Finance Controller
Only for registered members Mumbai