Job Title: Relationship Manager-First Wealth - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and serv...

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.Identify opportunities for cross-selling and upselling various financial products such as ins...

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...

Hi,Hiring,Job Title: Investment Portfolio Advisor / RM Wealth - B2B & B2CDirect ResponsibilitiesResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insur...

*Sr RM Investment Products* Company Name :*MOFSL**Department* : Investment Products*Function* : Sales / Wealth Management*Location* : * GURUGRAM, NOIDA, NEW DELHI**Salary (CTC)* 10 18 LPA (Best in industry + performance-base...

*Sr RM Investment Products* Company Name :*MOFSL**Department* : Investment Products*Function* : Sales / Wealth Management*Location* : Ahmedabad, Surat*Salary (CTC)* 10 – 18 LPA (Best in industry + performance-based incentive...

DescriptionJob Requirements: Relationship Manager-First Wealth PipelineJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocat...

Must skill Java, Angular, Scrum Master, API-based, and cloud (AWS)Lead wealth engineering strategy & large-scale deliveryExperience should be at the Director level only, and should have experience in handling wealth engin...

Source new HNI clients through referrals and networking; manage relationships; conduct portfolio reviews; and drive AUM growth and revenue generation.Offering investment & wealth solutions across equity, mutual funds, PMS...

PRE-REQUISITES: - Relationship/ Wealth Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. E...

DescriptionJob Requirements: Relationship Manager-First Wealth PipelineJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocat...

: Private Wealth Relationship Manager Location: Kochi, Calicut, Trivandrum. Experience Required: 8-10 YearsIndustry: Wealth Management / Financial ServicesAbout the Role: We are looking for an experie...

Role & responsibilities Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and tag them ...

Role & responsibilities Designation- Manager/ Sr Manager- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and tag them ...

Skills: pcg, wealth, HNI, NISM Share The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationshi...

Hello, I am Jyotika from Right Match HR services Pvt. We are Leading Executive Search firm specializing in Executive Search for Middle and Sr. Management Professional. We are currently hiring for the position of Business De...

Key Responsibilities Acquire and manage HNI client relationships Provide advisory on Equity, Mutual Funds, PMS, Insurance, and other investment products Grow AUM / client portfolio through in...

Role - Relationship Manager - Wealth ChannelPreferences - Life Insurance Agency channel OR Mutual Fund background- Must have built good Life Insurance advisor or Mutual Fund distributor base.- No direct selli...

for Investment Products SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acqui...

Job Title: Wealth Manager Sales (HNI Segment) Location: Multiple Cities (Pan India) Employment Type: Full-Time (On-Site) Role Summary We are hiring an experienced Wealth Manager Sales professional to drive acquisition and ...

Roles & Responsibilities: The Affluent Wealth Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and gen...

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...

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...

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...

Position Title: Wealth Management Solution Architect Location - Pune /Bangalore Location: Pune/ Bangalore / Hyderabad/Chennai / Kolkata Reports To: Vice President Global head of ISG Capital Markets Departm...