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601 jobs found for Rm Wealth India

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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 ...

  • 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 ...

  • Broking functional Area Financial Services, Banking, Investments, Insurance Job Role Sales Head Keyword Investment Advisory Advisory Services acquisition services risk services financial advisory wealth management derivative advisory mutual funds mf amfi ncfm equity dealer hni aquisition equity

  • Candidates preferred from Banking Industry only. HNI Background,Wealth Background. This person would take care of Delhi NCR. Major team handling role. Candidates preferred from Banking Industry only. HNI Background,Wealth Background. This person would take care of Delhi NCR. Major team handling

  • functional Area Sales, Retail, Business Development Job Role Sales Executive/Officer Keyword Cross Selling third party products Business Development wealth management wealth hni client handling hni sales Preferred RM preferred relationship manager preferred senior relationship manager Job Type Permanent

  • 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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