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Wealth Management Analyst Jobs And Vacancies In India

Icap Financial Solutions Bengaluru / Bangalore
Responsibilities and duties:hands on experience in managing high net worth individuals (hni) client acquisition, building and maintaining strong client relationship.advising and sourcing the new clients regarding the sales of demat accounts, mutual funds and insurance.assisting affluent clients on their investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and...
Skills: stock broking, equity, financial services, trading, stock market, securities, shares, wealth advisory
Exp: Fresher Education : Bachelor Of Business Administration (b.b.a) ,  Post Graduate Programme In Management For Executives (pgpx) ,  Master Of Business Administration (m.b.a) ,  Pgdm ,  Bachelor Of Commerce (b.com) ,  Master Of Commerce (m.com) Bachelor Of Business Administration (b.b.a) , Post Graduate Programme In Management For Executives (pgpx) , Master Of Business Administration (m.b.a) , Pgdm , Bachelor Of Commerce (b.com) , Master Of Commerce (m.com) Job Category : Financial Services Financial Services
Selected intern's day-to-day responsibilities include:1. work on various web development projects based on technologies such as wordpress etc.2. design and develop new websites to support our digital marketing team3. research technologies and techniques to enhance our companys digital offering to our customers4. support the maintenance and updating for the back-end of iwm website5. publish approved content on iwm various social media platforms6....
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Selected intern's day-to-day responsibilities include: 1. assist in company's business promotional activities2. update the company's social media pages and acquire customers through these networking channels3. handle search engine optimization and marketing
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Sample Placement PapersT
Selected intern's day-to-day responsibilities include:1. work on data analytics and periodical review 2. handle client servicing and operations3. coordinate with the various asset management company4. review budgets and manage costs5. handle market research and analysis
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Selected intern's day-to-day responsibilities include:1. engaging in client acquisition with forethought strategies2. meeting clients investment objectives by managing their portfolio well3. providing pragmatic solutions to resolve evolving complexities in asset classes extending to mutual funds, bonds, corporate fixed deposits and other financial products that can help your client investment requirement4. spotting latest trends in markets and opportunities...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Selected intern's day-to-day responsibilities include: 1. provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms2. determine clients needs and financial abilities to propose solutions that suit them3. intermediate negotiation processes and consult clients on market conditions, prices, mortgages, and legal4. maintain and update listings of available properties5. assist with corporate...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Indian Wealth Management Ahmedabad
Selected intern's day-to-day responsibilities include: 1. work on international wealth management, private equity, venture capital, fundraising, mutual funds, etc.2. work on real estate advisory and lending services3. research about capital markets in india and abroad4. assist the companys business development team through the application of finance based knowledgeyou can contact on 9825047249 ordrop an email - praveen@indianwm.intimings for interview-...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Selected intern's day-to-day responsibilities include:1. working on detailed recruiting and hiring process, including posting job openings, reviewing resumes, conducting telephone and in-person interviews, making job offers, intern offers and discussing salaries, perks, and incentives along with other future strategic growth plans2. hiring interns as well as permanent employees3. handling administrative work, negotiating with vendors across the globe,...
Exp: Fresher Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Internship Internship
Hr Remedy India Bengaluru / Bangalore , Chennai
Can fin homes -assistant wealth planning officer-9112240323key contributions achieve pre-set business targets on anp, case count, active branch, active sales staff and various kpis for designated branches work jointly with the nr & exclusive manager on business implementation plan drive and motivate hdfc bank & rm and provide support for logging in application sourcedessential desired -qualification -graduate/ugexperience -0.6 month...
Skills: business development manager, sales, direct sales, business development, client servicing, lead generation
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Medical Medical

Latest Wealth Management Analyst Jobs For Freshers And Experience Profile

Hr Remedy India Bengaluru / Bangalore , Hyderabad / Secunderabad
Tata aig general insurance wealth planning officer role : 1) selling of banking products to clients.2)prospecting and identifying new leads and pitching to the clients.providing client service to existing customers.3)they are required to manage all aspects of customer relationshipscorporate sales to get premium and hni clientsstrategizing & implementing ways to achieve sales targetscompetencies and skills required.experience : 6month...
Skills: sales, insurance sales, banking sales, unit manager, direct sales, fsm, securities, bfsi, bancassurance, bdm, relationship manager, sales executive
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Medical Medical
Future Gate Hr Solutions Delhi
Client servicingfinancial need managementmeeting clients, building relationshipone point contact for all financial needs of hni and ultra hni clientsmutual fund, equity, portfolio management services
Skills: wealth, investment products
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Hr Remedy India Mumbai , Mumbai City , Navi Mumbai , Thane
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. establish client relationships and follow up with customers, as needed. provide prompt, accurate, and friendly customer service. service can include responding to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification. use a customer-focused, needs-based review...
Skills: sale, insurance, arm, rm
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Iquest Management Consultants Private Limited Bengaluru / Bangalore
Sales franchisee channel / sub broker channelskills: financial advisory and broking, mutual funds and financial product distribution, investment banking, institutional equities, realty broking and advisory services.
Skills: franchisee management, financial advisory, investment banking
Education : Bachelor Of Commerce (b.com) ,  Master Of Commerce (m.com) ,  Master Of Business Administration (m.b.a) ,  Other Bachelor Of Commerce (b.com) , Master Of Commerce (m.com) , Master Of Business Administration (m.b.a) , Other Job Category : Financial Services Financial Services
Bangalore Software Services Private Limited Bengaluru / Bangalore
Greetings!!! openings for wealth operation analyst with investment bankmode: 1 year contract to extendable or contract to hire, based on the performance. payroll will be bangalore software services.location: manyata tech park, bangalore notice period: immediate to 15days ctc: monthly, 21723(take home 17007) + shift allowances shift timings: 5.00 am loginprocess: wealth operationsrole purpose: the analyst/officer plays a key role in providing a consistent...
Skills: banking, mortgage, loans, credit, us process, investment banking, analyst
Exp: Fresher Education : Bachelor Of Business Administration (b.b.a) ,  Bachelor Of Commerce (b.com) ,  Master Of Business Administration (m.b.a) ,  Master Of Commerce (m.com) Bachelor Of Business Administration (b.b.a) , Bachelor Of Commerce (b.com) , Master Of Business Administration (m.b.a) , Master Of Commerce (m.com) Job Category : Financial Services Financial Services
Hr Remedy India Bengaluru / Bangalore , Chennai
Wealth planning officer for reliance life insurance-9112240323jd - assist branch team to ensure their sales targets are met by providing sales support, correct training, product updates, sales information. allign partner to ensure both teams are working towards the same goal managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the...
Skills: relationship manager, relationship officer, relationship management, relationship specialist, direct sales, insurance sales, life insurance sales
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services

More Wealth Management Analyst Recruitment In India

Confidential Mumbai
Hiwe have opening with nbfc as relationship manager wealth for mumbai locationmin exp 2- 4 years / ctc : upto 5 lpa / location : mumbaiprofile : sale of all wealth products through ifa ,agencies , channel partners ,corporates b2b sale of equity, mutual fund, pms, insurance,aif, bondswho an apply :insurance industry - b2b sale / agency sales candidatesstock broking firm - b2b sales / franchise development candidatesbank - channel sales candidatesmail...
Skills: channel sales, business development, insurance, b2b, agency development manager, wealth
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Hr Remedy India Bengaluru / Bangalore , Chennai
Job hiring for wealth planning officer @tataaialife-7447425096jd - assist branch team to ensure their sales targets are met by providing sales support, correct training, product updates, sales information. allign partner to ensure both teams are working towards the same goal managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the...
Skills: relationship manager, relationship executive, relationship officer, relationship management, insurance, financial services
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Greetings from royal jobs solutionplz give me ur details like ur current ctc expecting ctctotal work experiencenotice periods ur currant company namehow much u have aumwhen u available for interviewhi, as per our discussion please find the below for the wealth manager profile: work location: goregaon, mumbai wealth manager roles and responsibilities: should have good communication and presentation skill will be responsible for acquiring...
Skills: wealth manager
Education : Any Graduate / Post Graduates Any Graduate / Post Graduates Job Category : Financial Services Financial Services
Bob Bank Of Baroda Mumbai
Post name : wealth management professionalsno. of vacancy : 337 postsdiscipline wise vacancy : group head : 04 postsoperations head : 01 postterritory head : 25 postssenior relationship manager : 223 postsacquisition manager (affluent) : 41 postsclient service executive : 43 postseducational qualification : 2 year full time, mba or equivalent, from reputed colleges. or graduation or equivalent from a recognized university/institute.age limit : as...
Exp: Fresher Education : MBA / PGDM / MBM MBA / PGDM / MBM Job Category : Goverment Jobs Goverment Jobs
Urgent opening for wealth relationship manager !!!!location: chennaiexp: above 4 yrssalary: max 6 to 8lnotice period: 1 month:# hni client handling# understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - mutual funds, pms, pe, bonds, structured products, life insurance, and other wealth products etc.# generating a minimum of 3x revenue...
Skills: mutual fund sales, equity sales, hni client handling, life insurance sales, portfolio sales, pms, securities, wealth management,
Education : Any Graduate Any Graduate Job Category : Sales/Marketing Sales/Marketing
Money Minar Wealth Management Company Delhi/Ncr
O excellent oral & written communication skillso analytical and problem solving skillso willing to learn new things and adapt as per organizational goalso ability to work independently as well as in a teamo hardworking and punctual with good attitude
Exp: Fresher Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Quotient Consultancy Mumbai
To acquire uhni / hni / sme / institutional / corporate relationship for advisory and provide wealth management servicesunderstanding of fixed income / equitywealth management - should be able to pitch wealth products to corporate / hni clientelecapable of doing cross selling should be able to do cross selling of financial products to clients.strong presentation and influencinggood communication skills should have excellent communication skills.under...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Quotient Consultancy Kolkata
Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (current /savings /term deposits), wealth management products and asset related products (secured, unsecured)grow aum and sales revenue on a month on month basissupport branch managers in developing and implementing action plans to achieve business objectivesincrease product per customer on a regular basis within current customer...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Money Minar Wealth Management Company Delhi/Ncr
O excellent oral & written communication skillso analytical and problem solving skillso willing to learn new things and adapt as per organizational goalso ability to work independently as well as in a teamo hardworking and punctual with good attitude
Exp: Fresher Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Loalith Manpower Bangalore
Wealth planning officerdepartmentdsflevel/ band-/officerrole summary: responsible for sales, relationship management and customer orientation & reporting.b organizational relationshipsreports tosales managersupervisesindividual contributorc job dimensionsgeographic area coverednastakeholders - internalagency salesstakeholders - externalnad key result areassalesachieve the productivity & fyp targetsacquire new customer through following:natural marketreferencesup-...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Career Landmark Placement Services Mumbai
Lead a result oriented team and is responsible for managing the branch profitability, ensuring high quality service and customer.key customer relationship management & supervision of all high net worth customer programs.ensure compliance with bank.salary:inr ,, - ,, p.a. apart from good salary our client will provide excellent work culture within the system and winning chances for all its employees who can grow up professionally very fast.industry:banking...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Secure Hr Services Mumbai
Greeting for the day.dear candidates**suprer urgent*** opening for wealth relationship manager in mnc companydesignation- wealth relationship managerctc : lacexperiance : minimum yearsqualification : minimum graduatedprofile : individualchannel : direct saleslocation : thane & andheriproducts : mutual funds, pms, pe, bonds, structured products, equity, life insurance etc.candidate who handle currently portfolio of hni, uhni clientyou may share the...
Education : Any Graduate Any Graduate Job Category :
Hari Placement Services Kanpur
Candidates will be part of direct sales team.as an wealth planning officer you would be required to call on the leads received from the company and meet prospective clients to sell life insurance policies and achieve targets.in this role you will be meeting hni (high net worth individual) clients to sell all types of life insurance policies.implement and adhere to need based selling modelup- sell & cross sell the orphan base of customers allocatedensuring...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Jobdesk Consultant Panipat
Develop a plan in conjunction with the sales target to meet agreed sales department targets as well as company objectivesgeneration of new leads and promotion of existing lead relationships, through various joint activities with assigned and identified channelsfocus on hni / uhni / nri clientelemeet various channel partners on regular basis, and identify alternative channels and explore new sourcing initiatives.sales and marketing, channel management,...
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
Quotient Consultancy Mumbai
1. the position is the client acquisition role. 2. the relationship value of the customer should be 10 lakhs and above. 3. existing revenue should not be less than 3 times of the estimates
Education : B.Sc / BCA / B.Com / BBA / Any Bachelor Degree B.Sc / BCA / B.Com / BBA / Any Bachelor Degree Job Category :
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