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254 jobs found for Rm Wealth New Delhi

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  • 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 ...

  • 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

  • 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

  • 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

  • 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

  • Primary Location: India,Delhi,Delhi Education: Bachelor's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: Yes, 25 % of the Time Job ID: 16065432 Description Review CitiGold customer needs and asset allocation, proactively engage

  • 1. Providing the clients with sound knowledge regarding the products of the company and convincing them to opt for the most beneficial product. 2. . Provide information of new IPOs, Mutual funds, Mutual Fund New Funds Offers (NFOs), Fixed Deposits to brokers. 3. Responsible for acquisition of new brokers for growth of new business. 4. Timely coordinate with broker & update current market scenario. 5. Manage the ...

  • 1. Acquire quality clients through networking, data base, market intelligence and references from existing clients. 2. Generating Leads through cold calling and references. 3. Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. 4.Introduce new clients to Relationship Manager Dealing for hassle free transactions and trading services. 5 ...

  • 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

  • Responsible for acquiring and managing the Corporate, Ultra HNI and HNIs in the market for investment products -mutual funds at PAN India level. Advising Corporates, HNI & Ultra HNI clients on their investments and managing their overall financial portfolios. To research, investigate and update themselves on mutual fund investment opportunities. Excellent Team Management skills and experience Develop new ...

  • Monitor and address HNI clients investment requirements Acquisition of new High Net worth Clients for the branch Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals Focus on business ...

  • Reputed Share Trading / Securities Brand Of India Location : Kolkata, Mumbai Delhi, Gujarat, Pune Chennai INDIA RM-Sales : Demat Client Acquisition at known area & Generate revenue. Reputed Share Trading / Securities Brand Of India Location : Kolkata, Mumbai Delhi, Gujarat, Pune Chennai INDIA

  • 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 ...

  • Analytics & Business Intelligence Job Role Business Analyst Keyword Relationship Management Cross Sales Dealing Broking NCFM RM equity dealer dealer terminal operator nism Job Type Permanent

  • Clients on regular basis to get more references and hence enhancing the branch productivity. 6. Dealing as per legal guidelines 7. Updating the RMs, Sales Managers and branch heads on the stock sold out details to avoid auction. 8. Timeliness in maintenance of MIS & regular reconciliation of reports

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