Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets fo...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets fo...

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial s...

This Opportunity is with a leading Stock Broking Company in Chennai locationRole: Wealth Manager - HNIExperience: 2 -7 Years:Role & Responsibilities:Will be responsible for acquiring preferred clients (HNI/...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets fo...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets fo...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the rev...

Urgent Hiring.Any insurance & LI candidate can apply who want to work on field.Min exp:-2 yr in salesAge-below 40Candidate share cv to 7205313173Location-KolkataJob ClassificationIndustry: InsuranceFunctional Area / Depar...

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've...

Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits. Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency. Compliance: Adhere to RBI/...

Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits. Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency. Compliance: Adhere to RBI/...

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investmen...

Role & responsibilities Handling HNI Clients • Conduct daily sales calling with prospective new clients and identify their needs.• Provide and develop solutions and suggest schemes to clients basis their requirement...

SENIOR WEALTH MANAGER:  : We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios ...

We are seeking a Wealth Manager to join our team and play a pivotal role in managing and growing the financial portfolios of high-net-worth individuals (HNWIs) and families. The ideal candidate will provide personalized finan...

We are seeking a Wealth Manager to join our team and play a pivotal role in managing and growing the financial portfolios of high-net-worth individuals (HNWIs) and families. The ideal candidate will provide personalized finan...

Implement integrated plan for wealth enhancement for HNI / UHNI clientsDeliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relatio...

Role & responsibilities Build and maintain strong relationships with a portfolio of HNWI clients. Understand client financial needs and deliver customized investment and financial solutions. Offer advisory services across...

Opening with a leading Stock Broking Industry for their office in Mumbai. Role: Wealth Manager-HNI & UHNI client Acquisition Location: Mumbai Experience: 2-3 Years+ Qualifications: Graduation/Postgraduation (Any...