This position is responsible for managing SBI branches, Wealth Counters , Private Banking, IFA and ND Channel for Rohtak location. Candidate will be expected to manage SBI branches, Wealth Counters , Private Banking Channel, IFAs and NDs ; and maxim...
...Planning, and Investment Management skills
Certified Financial Planner (CFP) certification
Strong finance knowledge and analytical... ...oral communication skills
Ability to work und...
This position is responsible for managing Retail Channel - Wealth Counters , Private Banking, IFA and ND Channel for Udaipur location. Candidate will be expected to manage Wealth Counters , Private Banking Channel, IFAs and NDs ; and maximize sales ...
This position is responsible for managing Wealth Counters , Private Banking, IFA and ND Channel for Ghaziabad location. Candidate will be expected to manage Wealth Counters , Private Banking Channel, IFAs and NDs ; and maximize sales by building new...
...advisory services. They offer a wide range of services, such as wealth management, investment banking, corporate finance, and more. With a... ...to clients. This role will also involve networ...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management... ...officer. Requirements : Graduate with Exp...
...insurance.
Recommend and implement suitable investment solutions to meet clients' unique requirements.
Compliance and Risk Management:... ...with external professionals, such as tax adv...
...We are having an opening for the position of VP/AVP Wealth Manager with one of our clients in the Financial Industry in Mumbai (Bandra).
Key Responsibilities:
Traveling and meeting the corporates and ...
...suitable. Job Description: - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth... ...referrals. - Ensure coverage of the customer base...