107092 Wealth-management Jobs

Companies
Job Description: Roles and Responsibilities job Purpose To enhance the relationship value of the customers and to acquire new customers by providing customer oriented wealth management solutions, through an established processKey Tasks and Duties To enhance the relationship value of the customers and t... Read More
Annual Salary: Not Mentioned
28 days ago
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Job Description: Roles and Responsibilities *Responsible for generating and mobilization of resource such as non convertable debentures.*Building relationship with HNI customers*Follow up to clients invest in muthoot non convertable debentures.* SIP.PMS,NCD,Bonds,Securities,Insurance,Mutual funds,equit... Read More
Annual Salary (INR): 150,000 - 450,000
23 days ago
Job Description: Job Description:Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articl... Read More
Annual Salary: Not Mentioned
9 days ago
Companies
Job Description: We have Opening for Full Stack Developer Python Django Developer, React JS Developer at Indore (MP) Role and Responsibilities : Develop Cloud-based Python Django software products Develop React JS applications Working closely with UX and Front-end Developers Participating i... Read More
Annual Salary: Not Mentioned
21 days ago
Companies
Job Description: Keep track ofindustry events and journals to gets leads and connect with them Creating Emkayassociation with various industry networking circles Keep tab onvarious deals in the industry Proactively connectwith leads provided and self-sourced and explain pro... Read More
Annual Salary: Not Mentioned
21 days ago
Job Description: ncedo is a US based digital transformation Consulting, Technology and Operations firm. We help our clients achieve competitive advantage through End-to-End Digital Transformation and work across Financial Services, Telecom, Life Science & Healthcare and Product Engineering sectors. ... Read More
Annual Salary: Not Mentioned
26 days ago
Companies
Job Description: Generating leads and AUM.Build strong client relationshipsVisiting potential clients to evaluate needs or promote products and services.Good product knowledge Passion for sales and have a good track record in selling high-tech financial products.
Annual Salary (INR): 400,000 - 700,000
1 month ago
Companies
Job Description: To work on the technology implementation for wealth business,Ability to transform the needs of their business users and stakeholders into business requirement,Preparation of Requirement documents, test plans, incident reporting.Carrying out the testing for the projects and resolution of... Read More
Annual Salary: Not Mentioned
2 months ago
Job Description: Execution of all phases of the audit, including scope determination, development of audit planning memorandums, documentation of walkthroughs and flow charts for key processes, development and execution of test procedures for key controls, discussion and documentation of issues, and ... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: • Excellent career building & Learning opportunity with leading Private Wealth - NBFC• Top Investment advisor across asset class to UHNI Families across India• Critical Routine• Analyze financial information obtain from clients to determine strategies for meeting clients financial o... Read More
Annual Salary: Not Mentioned
3 days ago
Job Description: This is regarding opening with a wealth Management as a Wealth Relationship Manager Designation : Wealth Relatiopn ship ManagerExperience : 4+ years of work experience in acquisition of wealth clients HNI, UHNI, family office etcGrade : Mid to senior levelIndustry : BFSIDivision : Wealt... Read More
Annual Salary (INR): 1,300,000 - 2,250,000
19 days ago
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Job Description: This is regarding opening with a wealth Management as a Relationship Manager WealthDesignation : Relationship Manager WealthExperience : 5+ years of work experience in acquisition of wealth clients HNI, UHNI, family office etcGrade : Mid to senior levelIndustry : BFSIDivision : Wealth M... Read More
Annual Salary (INR): 1,500,000 - 2,500,000
2 months ago
Companies
Job Description: Hiring HNI Wealth Manager who can contact HNIs/UHNIs over the phone and meet in person to establish and maintain a strong relationship with HNIs/UHNIs and acquire new HNIs/UHNIs by introducing our products. The person should also be capable of developing business by up-selling, cross-s... Read More
Annual Salary (): 600,000 - 1,200,000
1 month ago
Companies
Job Description: Wealth Advisor - Wealth ManagementJOB Location: OMANIf interested & ready to relocate to OMAN, pl applyJob Purpose To enhance the relationship value of the customers and to acquire new customers by providing customer oriented wealth management solutions, through an established proce... Read More
Annual Salary: Not Mentioned
24 days ago
Job Description: Note : We need Canddiate who has experience in wealth Management , Mutual Funds, Securities/Equities/Mutual Funds/PMS*Responsible for identifying, and impaneling suitable channel partners including distributors, financial advisers, wealth managers, and other affiliates*Responsible for i... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: - To provide end-to-end service solutions to existing customer relationships in a proactive manner.- Identify potential new clients and work with them to build relationships with the goal of managing their wealth- Building and maintaining long term relationships, deepening relationships... Read More
Annual Salary: Not Mentioned
17 days ago
Companies
Job Description: Roles and Responsibilities Provide Ethical Advisory related to Financial Planning, Tax Planning, Retirement Planning and other allied services. Private Wealth Management of existing and new clients with focus on customer satisfaction. Preparation and Analysis of Financial Plan based on... Read More
Annual Salary (): 600,000 - 1,500,000
20 days ago
Companies
Job Description: Roles and ResponsibilitiesExp wealth Management / Wealth Products / PMS / Mutual fund / Equity / Insurance.Knowledge / Interest in Investing and Indian Equity Market.He/She would need to connect with people through phone, emails, chat, and screen-sharing and social media platform in an ... Read More
Annual Salary (INR): 275,000 - 600,000
22 days ago
Companies
Job Description: Roles and Responsibilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.Growing their assets across Mutual funds, PMS/AIF str... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Job Responsibilities:- To provide end-to-end service solutions to existing customer relationships in a proactive manner - Identify potential new clients and work with them to build relationships with the goal of managing their wealth- Building and maintaining long term relationships, de... Read More
Annual Salary: Not Mentioned
2 months ago