Wealth Manager - Ambala - Career Solution New Delhi

Wealth ManagerResponsible for gathering assets for investment products such as mutual funds and PMS. Would be responsible for achieving Net Equalized Assets collected targets for mapped book. · Create an incremental SIP Book · Will be responsible for achieving New Business develo ...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquirin ...

Role & responsibilities · Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. · Manage client portfolios, keeping client plans up-to-date. . · Tax ...

Wealth Manager identifies and manages high-net-worth and retail clients by understanding their financial goals and risk appetite. · ...

The Wealth Manager will be responsible for acquiring and managing relationships with HNI clients, · understanding clients' financial goals and risk appetite, · maintaining high standards of client service and relationship management, · and staying updated on market trends, · ...

This is a wealth manager position that involves generating leads for Demat account openings and stock market courses. · Generate leads for Demat account openings and stock market courses · Convert leads into active customers through effective follow-up and communication · ...

Acquire manage relationships HNI clients. Understand clients' financial goals risk appetite investment horizon. · ...

This role involves delivering tailored financial strategies and plans for clients managing investment portfolios providing expert advice on investments insurance products analyzing financial markets understanding client financial goals delivering solutions that align with their n ...

This is a full-time role for a Senior Wealth Manager based in Chandigarh. · Delivering tailored financial strategies and plans for clientsManaging investment portfoliosProviding expert advice on investments and insurance products ...

Relationship Manager -Wealth · Company Name – Muthoot Fincorp Limited · Job Title – Relationship Manager - Wealth · Grade – MM1 · Designation – Assistant Manager · Location – Chandigarh · Reports to – · Span Of Control – NA · Our Brand Purpose · To transform the life of the commo ...

+Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. · ...

Roles and Responsibilities : · Manage a portfolio of high net worth (HNW) clients, providing personalized investment advice and guidance to achieve their financial goals. · Identify new business opportunities through networking, referrals, and market research to expand the client ...

Build and maintain relationships with high-net-worth clients · Provide personalized financial advice and investment strategies · Monitor and manage clients' investment portfolios · Stay up-to-date on market trends and investment opportunities · Collaborate with other financial ex ...

Job Requirements · Job Description: Relationship Manager-First Wealth Pipeline · Job Type: Full-Time · Job Category: Retail Banking · Department: Retail Banking > Branch Banking > Branch > Relationship Management · Location: Punjab, India · IDFC FIRST Bank is seeking a highly mot ...

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 ...

Drive growth for HNI clients in Retail Banking's premium YES FIRST & Wealth Management segment. · ...

++Detail-oriented individual with passion for publishing. · ++Assist in end-to-end publishing operations by working closely with authorsProof-read and organized manuscripts for publication readiness ...

Job Title: Relationship Officer · Experience Required: 1-2 Years · Location: Chandigarh · Job Type: Full-Time · Industry: Financial Services / Wealth Management · Role Overview · We are seeking a motivated and client-focused Wealth Manager with 1–2 years of experience in the fina ...

Job Title: Relationship Officer · Experience Required: 0-1 Years · Location: Chandigarh · Job Type: Full-Time · Industry: Financial Services / Wealth Management · Role Overview · We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the fina ...

We are seeking outstanding wealth experts to become integral members of our team. We are committed to curating a team of professionals who possess expertise and enthusiasm for guiding India's affluent and ultra-wealthy individuals in investing within Mutual Funds, · pms with a st ...