1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...
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 ...
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 ...