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  • Job Description: Business case preparation for raising of funds. Report writing & presentations. Financial planning/wealth management Financial modeling & analysis of financial data to support capital generation. Client meetings

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • 1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments ...

  • 1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments ...

  • 1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments ...

  • Wealth Manager

    Silicon Consultancy

    Vishakhapatnam, Andhra Pradesh

    1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments ...

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • The wealth advisor will have to undertake the following responsibilities: To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment opportunities/financial

  • to distributors, investors & other intermediaries. Working in tandem with the existing distributors/Business Associates/Franchisees, doing various promotional activities to expand investor base. Managing sales and investment advisory to Retail, HNIs and few corporate clients. Expedite the resolution

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