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556 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 ...

  • 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 ...

  • 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 ...

  • 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

  • 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 ...

  • 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 ...

  • functional Area Financial Services, Banking, Investments, Insurance Job Role Sales Executive/Investment Advisor Keyword Broking Brokerage Equity Trading RM Stock Market Revenue Generation sales Job Type Permanent

  • Experience of managing HNI client relationships as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms Must be an individual revenue writer in current role or for in a previous role continuously for a period of 4 - 10

  • of High Net Worth customers. Industry Banking/Financial Services/Broking functional Area Sales / BD Job Role Other Keyword Relationship Management Cross Selling Finance Business Banking Sales Wealth Management InvestmentRetail AssetsLiabilitiesFinancial Planning Job Type Permanent

  • Primary Location: India,Maharashtra,Pune Education: Master's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 75 % of the Time Job ID: 16062047 Description Wealth Counselor Qualifications MBA

  • Primary Location: India,Karnataka,Bangalore Education: Master's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 75 % of the Time Job ID: 16062048 Description Wealth Counselor Qualifications Post Graduate

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