Role OverviewWe are seeking a dynamic and experienced Wealth Manager to join our esteemed financial advisory team... years in wealth management or financial services, with experience in HNI client acquisition and meeting sales targets...
Wealth ManagerKey Responsibilities & Accountabilities :- Will be responsible for primarily selling Equity based... - Experience in direct selling of financial products like PMS sales. - Candidates having AUM (Asset under Management) size of 20cr...
Job Title: Wealth Manager Location: Bangalore Experience: 5–6 years Qualification: Bachelor's or Master's degree... in Finance, Commerce, or Economics (CFP/NISM preferred) Work Schedule: Full-time We’re hiring a Wealth Manager for our client...
1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts. 2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis. 3. 2 New to Firm relationships to be sourced on monthly basis wit...
Key Responsibilities & Accountabilities :- Will be responsible for primarily selling Equity based investment products.- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.- Respon...
Role Description:We are seeking a dynamic and experienced Manager to join our Wealth Management team. The ideal... candidate will be responsible for driving customer relationships and closing sales leads, focusing on High Net Worth Individuals...
wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee... is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset...
Jobs Job Details Senior Partner - Wealth Solutions & Global Indian Clients Job Description Requisition Number: 46599 Job Location.... Serve as the one-point contact to the High-Net-Worth customers of the Bank Sales Generate new business to achieve...
wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee... any guideline breaches with the respective trading, portfolio manager, and compliance teams. OUR IMPACT The Guideline team sits...
relationship manager, sales and business side Ensure accurate calculation and processing of invoices in accordance with client... investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth...
wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee... that develops and manages the processes and controls that enable business flow. OUR IMPACT The Asset & Wealth Management Segment...
-edge digital platform and processes that form the core of our key business and enable several marketing and sales... that form the core of our key business across liquidity, marketing and sales. Our growth is driven by a relentless focus...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth... with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people...
Role - Relationship ManagerExperience -3 to 5 years in Sales in Banking & Financial ServicesLocation - BangaloreJob...-solvingPreferred candidates from : Wealth Management / Banking / Insurance / BFSI Distribution .ROLES & RESPONSIBILITIES :- Acquiring...
take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth... with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people...
their business needs.- Generate leads and build relationships by nurturing warm prospects and identifying new potential sales outlets....- Construct a robust sales pipeline to strategically prioritize target account lists.- Use multi-channel approaches (Social Media...
their business needs. - Generate leads and build relationships by nurturing warm prospects and finding new potential sales outlets.... - Construct a robust sales pipeline to prioritize the target account lists strategically. - Use multi-channel approaches (Social...
Prevention Officer and line manager Key stakeholders Direct Sales - Corporate Salary account Qualifications... Jobs Job Details Relationship Manager - Employee Banking Job Description Requisition Number: 37901 Job Location: Bangalore, IND Work...
Jobs Job Details Senior Relationship Manager - Employee Banking Job Description Requisition Number: 43823 Job Location: Bangalore, IND... employees' banking needs including payroll and other retail products. Business Achieve personal sales target Segment...
Jobs Job Details Associate Director - Relationship Manager - SME ME Job Description Requisition Number: 40584 Job Location: Bangalore, IND... Job Description: Job Summary As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships...