Provide portfolio management advise & guide the client to ensure the investments are in line with their goals. Servicing existing clients with the support of client servicing team.…
Job Description: Kotak Wealth Management: The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the wid…
Job Description: Job Role: Acquire new clients, identify their needs and provide them with right financial planning assistance and asset allocation. Build and deepen relat…
Specific Responsibilities:- On boarding of new funds through acquisition of new preferred HNI/Ultra HNI Clients.- To provide exceptional service to existing clients, deepening rela…
- Responsible for including HNI customers into the Preferred programme and offering them a superior customer- Experience to enhance the profitability of the relationship by increas…
1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross…
1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross…
Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to c…
We are Billion BaseCamp. We help affluent Indian families in managing their global taxes, and everything money. Our clients include some of the most iconic executives of India Inc.…
Requirements: - Excellent written and oral communication skills - Strong Organizational Skills - Strong Communication and Interpersonal Skills - Experience in investment/fi…
Requirements: - Excellent written and oral communication skills - Strong Organizational Skills - Strong Communication and Interpersonal Skills - Experience in investment/fi…
Hey Guys! Immediate placements for Relationship Managers - For a top Brokerage Firm in Bengaluru!!! Job Description: Candidate should possess good stock market & insurance knowledg…
*Virtual Relationship Manager - India's Largest Bank* Direct on Bank Payroll Location: - Thane ' *Position:* Virtual Relationship Manager ' *Salary:* Up to 10 LPA + incentives up t…
Leading Stock Broking Company: Wealth Management offers banking and investment services to HNI (High Net Worth individual) customers of the Company. Relationship Managers (RM) ar…
Current Account RM will be responsible for ' Acquisition of new Business Entity customers and creating CA Book ' Management of Acquired Current Account customers ' Enhancement of t…
About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Manag…