Responsibilities:
Strong relationship across regional sales hierarchy in wealth management and private sector banking set-ups to leverage for mobilizing funds. Positioning the product appropriately with the advisor and converting them to distribut...
...ensure that we meet and exceed the expectations of our clients.
Role Description
This is a full-time on-site role for a Sales Executive. The Sales Executive will be responsible for identifying prospective cl...
Job Locations: Bangalore/Delhi/Mumbai
Responsibilities:
Build Relationship with existing independent financial advisor network and mobilize various financial products like FD’s, Infra Bonds, IPO, Mutual Fund, SIP, Home Loan, LAS and Equity.
Recrui...
...Growth Firm!
Join one of the most prestigious Private Wealth Management firms, with offices expanding across India in Bangalore, Chennai... ...base salary, performance-related bonuses, and ...
...proactively rebalance their portfolios to maintain their desired asset allocation.
• Enhance customer wallet share by advising on in-house products like PMS, AIF, and Direct Equity, in addition to third-party invest...
Position name – Sr Wealth Advisor/Team Lead/Practice Head
Minimum Years of experience – 12 years
Industry – Private Wealth
Job Location – Mumbai
Clients: We are hiring for multiple positions with the top Private Wealth Compa...
Job Description for NRI-Advisor (International Business) ROLES & RESPONSIBILITIES : - - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Fin...
...Growth Firm!
Join one of the most prestigious Private Wealth Management firms, with offices expanding across India in Bangalore,... ...including base salary, performance-related bonuses,...