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375 jobs found for Wealth Management

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  • Manage relationships with High Net Worth clients with focus on New Client Acquisition Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office ...

  • and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfil with appropriate products. 5.Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management. 6.Selecting products

  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business with well define target segment with continuous focus on low cost of acquisition. ) He /She Should have minimum 5 year ...

  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business with well define target segment with continuous focus on low cost of acquisition. ) He /She Should have minimum 5 year ...

  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business with well define target segment with continuous focus on low cost of acquisition. ) He /She Should have minimum 5 year ...

  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business with well define target segment with continuous focus on low cost of acquisition. ) He /She Should have minimum 5 year ...

  • 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

  • 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 ...

  • 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 ...

  • - 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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