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156 jobs found for Acquisition Manager Wealth Delhi
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with well define target segment with continuous focus on low cost of acquisition ...
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Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation
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Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management
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Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office. Product basket Mutual Funds, Direct
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Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS ...
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1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving
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Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients. Cross- sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check- ups for each client according at defined frequency ...
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seamless & superior service delivery. Timely follow-up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets. Formulate outbound & inbound sales plan
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market. Program Description The program has been designed specifically for graduates aspiring for a growing career in Wealth Management. The Program will have specialized modules on Financial Planning, Financial Markets, Regulation, Case studies, Portfolio Management. Eligibility Criteria
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themselves on mutual fund investment opportunities. Excellent Team Management skills and experience Develop new relations through referencing & other sources. Responsible for daily co-ordination with all the AMCs and managing internal campaigns. Responsible for achieving monthly / quarterly AUM and to design
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themselves on mutual fund investment opportunities. Excellent Team Management skills and experience Develop new relations through referencing & other sources. Responsible for daily co-ordination with all the AMCs and managing internal campaigns. Responsible for achieving monthly / quarterly AUM and to design
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1. Wealth Management domain experience 2. Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats. 3. Monitors project progress by tracking activity; resolving problems; publishing progress reports ...
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Designation:Talent acquisition Excutive/Manager Looking for Immeiate joinee Salary: upto 60k
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their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
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their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
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their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
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their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
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their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
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