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  • * Acquisition & managing High / Ultra High Net Worth customers * Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements * Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual ...

  • * Acquisition & managing High / Ultra High Net Worth customers * Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements * Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual ...

  • Desired Profile: Handling Casa & TPP. Candidate should have experience in wealth products & Portfolio Management. Exposure with Mutual fund, AMC, Broking and Banking Industry can apply.Desired Profile: Handling Casa & TPP. Candidate should have experience in wealth products & Portfolio Management ...

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing resident and NRI clients Collaboration with product specialists . Good interpersonal and communication skills - English & Vernacular Good Presentation skills Good networking skills - ability to start relationships and guild rapport Sound ...

  • Acquisition & managing High / Ultra High Net Worth customers Maintaining client relationships and generate AUM from preferred clients.Advising HNI/Ultra HNI clients on their Investments Cross-sell products and services . 3+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship with minimum ...

  • Acquisition & managing High / Ultra High Net Worth customers Maintaining client relationships and generate AUM from preferred clients.Advising HNI/Ultra HNI clients on their Investments Cross-sell products and services . 3+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship with minimum ...

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