Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and devel...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and ...

Dear Candidate,   Greetings From "APEX SERVICES"   Designation- Assistant manager/Deputy manager   Role- Wealth Manager   CTC- upto-7 LPA + incentive + Other benefitRoles & Responsibilitie...

Objectives of this roleBuilding and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.Conducting in-depth economic assessments to analyse clients' cur...

Acquiring preferred clients (HNI/Ultra HNI)Maintain client relationships & generate AUM from preferred clientsPortfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currencyinfo.aspiringmantra@gmail...

Acquiring preferred clients (HNI/Ultra HNI)Maintain client relationships & generate AUM from preferred clientsPortfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currencyinfo.aspiringmantra@gmail...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AU...

Job Specifications Profile PCG RM  Designation Assistant Manager & above PRIMARY JOB RESPONSIBILITIESDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, da...

Acquiring, Deepening and Retaining HNI UHNI clientsGenerate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management ServicesSales of equity and related products, cross selling of other financial productsRegular clie...

Acquiring, Deepening and Retaining HNI UHNI clientsGenerate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management ServicesSales of equity and related products, cross selling of other financial productsRegular clie...

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...