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4108 jobs found for Wealth Management Technology

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  • Weclome To Weblee Technologies!!! We are Hiring for Marketing Executives In a urgent basis for our reputated client. Job Description Marketing Customer Support Executive/Banking & Backoffice(kolkata) HS GRADUATES Smart communication ESI PF SIM Weblee Technologies Contact Must Call

  • of the bank. Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members. Identifying new potential wealth customers through references of the existing clients and other legitimate data sources ...

  • of the bank. Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members. Identifying new potential wealth customers through references of the existing clients and other legitimate data sources ...

  • of the bank. Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members. Identifying new potential wealth customers through references of the existing clients and other legitimate data sources ...

  • Work Experience: 1 Years to 7 years Department: LaPremier Salary: 3 Lac to 7 Lac + Bonus + Incentive + Reimbursement of mobile and convince . Reporting: Unit head Employee Type: Sales + Portfolio Management Status: Full Time / On Roll Qualification: Graduation or MBA Work Location: Delhi/NCR ...

  • 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

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation ...

  • 1) Address HNI & UHNI clients for investment requirements. 2) Acquisition and Handling a group of HNI 3) Profiling customers and provide financial product to meet customer needs. 4) To enhance & retain customer profitability ...

  • - 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 development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved ...

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