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339 jobs found for Branch Wealth Manager Mumbai

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  • Greetings! We have an excellent opportunity for Wealth Manager Role With Edelweiss Location: Mumbai, Ahmedabad Exp: 2+ years relevant experience Job description: Job Purpose The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop Job Requirements Experience: 2+ years in Wealth Management Functional Competencies Ability to manage relationships to ...

  • Greetings! Excellent opportunity for Wealth Manager role Opportunity with Edelweiss Location: Mumbai/Ahmedabad Job description: The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy ...

  • Job Responsibilties 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

  • 1 To provide overall leadership for the Branch and ensure effective service delivery by managing. 2 Profitability of Branch operations and assuming P&L responsibility.3 Delivery of high quality service to customers and ensuring effective operations ...

  • in the determination of market potential and in preparation of sales expenses estimates 4.) Share regular analysis & forecast for Senior Management on current /new development and trend including customer reactions 5.) Supervise sales activities through sales & sales support personnel Supports & manage the field

  • and controlling the team. Helping in resolving the issues. Interacting with senior management for resolution of critical issues. Advising the agency force with the regular update. Guiding the team to achieve the goal. Job Requirements Qualifications M Com, PGDBA, Licenciate Experience 11 - 12 years Functional

  • Job Role and Responsibilities: > To do the entire portfolio management of your client. > Performing need analysis of the client's requirement and doing there financial planning / wealth management. > Managing and improving relationship values with existing customers > Become a trusted client

  • New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Adhering to the TALIC code of conduct Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork ...

  • New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Adhering to the TALIC code of conduct Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork ...

  • to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Adhering to the TALIC code of conduct. Organization Process Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills ...

  • Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc Daily Relationship Management Render service to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired

  • Sales Achieve the Productivity & FYP Targets Acquire New Customer through following: Natural market References Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc Relationship Management Render service to all allocated

  • Key Skills Required: Effective and clear communication - both oral and written. networking skills understanding of equity markets and other financial products Behavioral: Integrity, Ability to establish trust, and interpretative skills, Self-driven, Team Player, Ability to work under time pressure and adhere to deadlines. Technical (Software / IT related): Conversent with Neat, Bolt and Omnisys software Key Role ...

  • Exp in corporate sales from IT Hardware/Technology Sales,drive business for Mumbai and Pune region with P&L accountability. Work closely with Corporate Sales Head to design, implement, analyze and deploy new business processes

  • management team and other stakeholders. Running focus groups and facilitating workshops. Preparing business proposals and presentations. Implementing recommendations/solutions and ensuring the client receives the necessary assistance to carry it all out ...

  • # Manage a team of Relationship Manager Cum Dealer. # Training & developing the team for high level performance. # Take high ticket sales under direct supervision. # Driving the branch towards profitability. # Work as SPOC for branch. # Currently must be managing a team in any leading stock broking company. # Handling a team of Equity Retail Sales/PCG/HNI. # High level of knowledge in stock market. # Excellent personality ...

  • Candidate needs to manage work at branch level Work Planning and execution local level branding and marketing Resource planning, recruitment and training Looks after smooth working at branch level Manage all day-to-day branch operations

  • Designation: Sr. Relationship Manager & Branch Head Exp : 4+ years Location : Central Mumbai & Western Mumbai Qualification : Any Graduate + MBA Preferred Job profile Responsible for the overall functioning & performance of the allocated branch. Ensure Team productivity and engagement Client

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