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…
- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business.- Candidate would be responsib…
Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund and portfolio management services (PMS) products. Along with …
Job Description:- Head - Wealth B2B The candidate will be responsible for expanding B2B network for bonds, mutual fund and portfolio management services (PMS) products. Along with …
Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency. * Responsible for generating revenue from T…
Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict man…
Job Description: About the Role: Grade Level (for internal use): 08 S&P Global Corporate The Role: As a Specialist, Order Management (Billing Specialist), you will be respo…
Job Description POSITION Sr. Manager / Chief Manager DESIGNATION Sr. Manager / Chief Manager POSITION GRADE L4/L5 DEPARTMENT Alternate SUB DEPARTMENT Wealth Channel REPORTING POSIT…
Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiat…
Company Overview AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth mana…
Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM = INR 20 Million through “need-based appr…
Description: Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offerin…
Job Description: About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth…
Job Description: Sourcing of New to Bank Real Estate clients & managing the existing Real Estate Liability portfolio assigned Coverage of the large Real Estate groups/Funds/NBF…
Job Description: About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth…