Acquire a minimum of 5 accounts with an initial margin of 1 Lac each.Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance,Achieve a minimum of 1 Lac in gross insurance prem...

-Responsible for acquiring NTF (new to the firm) clients-Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services-Need to ensure the growth of AUM or book si...

Tired of average Good. So are we. 9Point Capital isnt your typical finance firm. Were Indias first regulated digital asset management company, and were redefining how this country thinks about wealth. Now were building a n...

part time, flexible working hour from remote area must understand odia languageProficient in CapCut or DaVinci Resolve or Adobe premiere pro and Canva send a finance related reel project on whatsapp 7077833262 or rajeshkumar...

Responsible for gathering assets for investment products such as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.• Would be responsible for achieving Net Equaliz...

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible ...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the rev...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio managementface of the Bank to the UHNI customers of the BankGenerate new business, ...

Urgent Hiring.Any insurance & LI candidate can apply who want to work on field.Min exp:-2 yr in salesAge-below 40Candidate share cv to 7205313173Location-KolkataJob ClassificationIndustry: InsuranceFunctional Area / Depar...

Job Title: Business Analyst Wealth Management (Domain Knowledge in must)Location: [Bangalore /Hyderabad/Chennai/ Mumbai/Pune Experience: 5-15 YearsJob Type: Full-Time Department: Business Analysis Mode of Work: Hybrid Job Su...

Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings and drive product sales and net flows. You will have to work clos...

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've...

Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits. Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency. Compliance: Adhere to RBI/...

Immediate requirment for Leading bankWe need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and w...

Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits. Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency. Compliance: Adhere to RBI/...

Responsibilities:* Close deals through effective communication and negotiation.* Identify new business opportunities and lead generation strategies.* Manage client relationships and retention.Accessible workspaceFlexi working...

Responsibilities:* Close deals through effective communication and negotiation.* Identify new business opportunities and lead generation strategies.* Manage client relationships and retention.Accessible workspaceFlexi working...

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investmen...

Role & responsibilities Handling HNI Clients • Conduct daily sales calling with prospective new clients and identify their needs.• Provide and develop solutions and suggest schemes to clients basis their requirement...

Role & responsibilities Rm at Wealth India is primarily responsible for recruiting and managing a team of financial advisors within a designated territory, driving sales of mutual fund products through them, achieving in...

Role & responsibilities Role & responsibilitiesRm at Wealth India is primarily responsible for recruiting and managing a team of financial advisors within a designated territory, driving sales of mutual fund products ...

Role & responsibilities Rm at Wealth India is primarily responsible for recruiting and managing a team of financial advisors within a designated territory, driving sales of mutual fund products through them, achieving i...

The Team Leader - Wealth will oversee and drive the performance of a team of 68 Relationship Managers (RMs) responsible for acquiring and servicing high-net-worth individuals (HNWIs) with investible wealth ranging from 1 cror...

SENIOR WEALTH MANAGER:  : We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios ...

About this role About the team : Aladdin Wealth Tech (AWT) within BlackRock is bringing the same risk capabilities used by BlackRocks investment teams and sophisticated institutional clients worldwide to the w...

 About The Role  Job Role: 1. Updation of transaction recd from Manufacturer for PMS / Other Product 2. Updation of Valuations recd from Manufacturer for PMS / Other Product 3. Other Product Order authorization/canc...

The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and finan...

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develo...

Role & responsibilities What Youll DoConduct online research to identify potential clients across industries like autonomous vehicles, healthcare AI, retail, and research labs.Build and maintain a lead data...

Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable fi...