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  • Location - chennai - Investment bank is hiring for Financial Advisor & Financial Partner with 4-7 yrs of with Wealth,Casa,Mutual funds ...

  • functional Area Accounts, Finance, Tax, Company Secretary, Audit Job Role Finance Executive Keyword Sales Operations Financial Planning Finance Hni Client Handling Wealth Product account management Client Management Business Development Product knowledge lead generation Sales & Marketing financial product

  • 1.Independent Financial Advisor with complete ownership of Sales, Operations and allied branch functions with Financial Planning for Clients. 2.Responsible for achieving Sales for wealth products. 3.Acquiring HNI/UHNI (its an individual role). Industry Banking / Financial Services / Broking

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory

  • services via our Citibank branch-based advisors and centralized service centers.PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions.The goal for CPWM is to lead the industry in client-centric investments ...

  • Comprehensive industry and investment knowledge Consultative sales skills Active Series 7, (63 and 65) or 66 license Group 1 Insurance license (preferred) Bachelor's degree strongly preferred 5 or more years of proactive, successful sales and service experience in the financial services industry ...

  • advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies. The combination of your judgment, analytical

  • Sales, Retail, Business Development Job Role Sales / BD Manager Keyword Finance ,Mutual Funds ,sales, relationship manager ,financial advisor, nbfc, wealth management ,wealth products ,HNI, general wealth products, private banking products, gnerael, hni products ,wealth management products Job Type

  • Tax / CS / Audit Job Role Financial Analyst Keyword Sales Advising Business Development lead generation client mnagement Job Type Permanent

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that customer are serviced well. Ensure that customer trades actively after opening of the trading account ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Responsible for fresh acquisition and maintenance of relationship with HNI clients. Minimum AUM of 50 Cr being managed. Avg Ticket Size of existing clients should be Greater than 1crores ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

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