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 ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
2 Opening(s)
10.0 Year(s) To 15.0 Year(s)
4.20 LPA TO 6.00 LPA
Job Title: Jewellery Designer (Rhino & HNI Co-Creation)
Location: Kolkata
Experience: 10 years
Qualification: Degree/Diploma in Jewellery Design
Gender: Male/Female
Job Responsibilities:
Design and develop high-end jewellery pieces using Rhino software.
Work closely with HNI clients to understand their preferences and create bespoke jewellery designs.
Collaborate with the production team to ensure design feasibility and quality execution.
Stay updated with ...
1 Opening(s)
12.0 Year(s) To 17.0 Year(s)
15.00 LPA TO 25.00 LPA
Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...
1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
Role Objective
To drive growth in the stock broking business by acquiring new retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs).
Key Responsibilities
Client Acquisition (Retail & HNI)
Develop and execute strategies to acquire new trading and demat accounts.
Drive acquisition through Marketing/Sales activities, ...
1 Opening(s)
1.0 Year(s) To 2.0 Year(s)
3.00 LPA TO 5.00 LPA
Department
Wealth Management
Position
Executive--Business Development
Primary reporting authority
Team Leader/Relationship Manager
Secondary reporting authority
Director
Required Qualification
I - MBA (Finance/Marketing) II - M.Com, B.Com, BBA or such other commerce graduate with strong and relevant experience in the subject matter
Required Experience
Not less than 1-2 years (Age 24-30 Years)
Location
Mumbai
Required Minimum Computer Skills
Microsoft Office applications (Word, Excel, Powerpoint, Outlook)
Beneficial Computer ...
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 ...
1 Opening(s)
1.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 3.60 LPA
Key Responsibilities:
Prospect & Acquire Clients: Identify and onboard high-potential clients (retail/HNI/corporate) for Trading & Demat Accounts.
Digital On boarding: should be able to on board clients digitally. (DEMAT- Accounts)
Market Research: Stay updated on financial markets, competitor offerings, and regulatory changes to pitch effectively.
Sales Targets: Achieve monthly/quarterly targets for account openings and ...
4 Opening(s)
3.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
Business Development ManagerJob description: Will be responsible for acquiring clients for US stocks trading through existingsales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP andbusiness associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS,advisory account and insurance ...
3 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Company is based out of Kolkata, is a leading Stock Broking and Wealth Management firm offering full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.
Role Overview
We ...