6 Opening(s)
2.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 7.00 LPA
Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing clients To coordinate with product and research team ...
11 Opening(s)
2.0 Year(s) To 15.0 Year(s)
2.00 LPA TO 15.00 LPA
Role: Wealth Manager (Retail & HNI)
Job Location: Kolkata/Guwahati/ Siliguri/Ranchi/Dhanbad/Patna/Rourkela/Kanpur/Lucknow/Banaras /Raipur
Compensation: Best in the industry
About Us: With over 31 years of trust and industry expertise, company is a SEBI-registered stockbroker and a proud member of all major Indian exchanges, including NSE, BSE, MCX, NCDEX, and MSEI. We are also registered ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
8 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 5.00 LPA
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...
7 Opening(s)
2.0 Year(s) To 7.0 Year(s)
3.00 LPA TO 5.00 LPA
Description:
Essential Duties and Responsibilities:
1)Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.
2)Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products ...