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 ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
30.00 LPA TO 40.00 LPA
Strategy
Analytical Skills
Regulatory Approvals
Market Research
Sales Strategy
Investing
Management Companies
Regulatory Requirements
Key Responsibilities:
Lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking.
Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.
Ensure product alignment with investment philosophy, regulatory requirements, and investor suitability ...
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 ...
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 ...
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 ...