Partners / Preferred Wealth RMsConfidential • Chandigarh, Mumbai
Partners / Preferred Wealth RMs
Confidential • Chandigarh, Mumbai
30+ days ago
Job descriptionHNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Management / Pvt Banker
Skills Required
Wealth Management, Portfolio Analysis, Client Acquisition, Financial Planning, investment strategies
Create a job alert for this search
Wealth • Chandigarh, Mumbai
Related jobs
What is the purpose of the role -.Connect with potential POSP agents.Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate wi...Show more 
Position : Certified Financial Planner (CFP) – International (Remote, India) Company : Money Maximising Advisors Location : Remote (India, supporting Irish clients) Employment Type : Full-Time Expe...Show more
Clerx was founded in 2000 by Anjan Malik and PD Mundhra with the goal of transitioning, managing and transforming complex business processes.
Following successful careers in investment banking, Anja...Show more
Sales Representative
InsuranceDekho • Chandigarh, Republic Of India, IN
HIRING ALERT • • 🚨 • •InsuranceDekho • •.Position : • • Relationship Manager – Agency Channel.Locations : • • Pan India (DM me for details).
Experience : • • Fresher also considered.We’re on the hunt for • •high...Show more
Last updated: 17 days ago • Promoted
Healthcare Recruiter
ProLocums • Sahibzada Ajit Singh Nagar, Punjab, India
ProLocums is a digital platform for locum tenens staffing, providing a transparent, secure, and trusted platform built to fulfill the needs of healthcare providers and employers seamlessly and effi...Show more
Last updated: 30+ days ago • Promoted
Remote Partner Development Specialist
InsuranceDekho • Chandigarh, Republic Of India, IN
Remote
Last updated: 15 days ago • Promoted
Brand Partnership Manager
Mygate • Chandigarh, Republic Of India, IN
As a Brand Sales Manager with MyGate, you will be responsible for conceptualizing digital solutions with the creative team to deliverclient and brand requirements.
You will also be responsible for i...Show more
Last updated: 10 days ago • Promoted
Associate Director & Wealth Specialist
Standard Chartered Bank • Chandigarh, Chandigarh, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 22 days ago • Promoted
HR Business Partner
Barcode Entertainment : Strategic Brand Solutions • Chandigarh, Republic Of India, IN
The ideal candidate will support the full scope of Human Resources responsibilities and partner with the organization on strategic initiatives.
They will maintain and enhance the organization's huma...Show more
Last updated: 30+ days ago • Promoted
Antier - Business Development Manager - Partnerships & Reseller Network
Antier Solutions Private Limited • Chandigarh, India
About the Role We are seeking a dynamic and driven Business Development Manager (BDM) to spearhead our partnerships and reseller initiatives.The ideal candidate will ...Show more
Last updated: 30+ days ago • Promoted
Talent Management Leader
Barcode Entertainment : Strategic Brand Solutions • Chandigarh, Republic Of India, IN
The ideal candidate will support the full scope of Human Resources responsibilities and partner with the organization on strategic initiatives.
They will maintain and enhance the organization's huma...Show more
Last updated: 30+ days ago • Promoted
Certified Financial Planner (CFP) – International (Remote, India)
Money Maximising Advisors Limited • Mohali, Punjab, India
Remote
Last updated: 22 hours ago • Promoted • New!
Talent Partner
airtel • Chandigarh, Republic Of India, IN
Job Title : Talent Acquisition Lead.Experience : 5+ years in Talent Acquisition Industry : Open (Preference for candidates with Sales hiring experience).
We are looking for a dynamic Talent Acquisition...Show more
Last updated: 6 days ago • Promoted
Principal Consultant - Investment Promotion
Talent Integrators • Chandigarh, India
Key Responsibilities : - Develop a comprehensive Strategy and Implementation Plan for the Geographic Information System (GIS) initiative, ensuring alignment with gover...Show more
Last updated: 30+ days ago • Promoted
Head - Industrial Relations & Union Management
Embark Pace • Chandigarh, India
Strong knowledge of Industrial Relations practices and Long-Term Settlements (LTS) - Sound understanding of labour laws (Industrial Disputes Act, Factories Act, CLRA, etc.Famil...Show more
Last updated: 17 days ago • Promoted
Investor Relations Manager
Zigsaw • Mohali, Republic Of India, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 20 hours ago • Promoted • New!
Human Resources Business Partner
eClerx • Chandigarh, India
Quick Apply
Last updated: 30+ days ago
Talent Acquisition Partner
Varahe Analytics Private Limited • Chandigarh, Republic Of India, IN
Varahe Analytics is one of India’s premier integrated political consulting firms, specialising in building data-driven 360-degree election management.
We help our clients with strategic advice and i...Show more
Last updated: 15 days ago • Promoted
Telesales Representative
InsuranceDekho • Chandigarh, India, India
HIRING ALERT • • 🚨 • •InsuranceDekho • •.Position : • • Relationship Manager – Agency Channel.Locations : • • Pan India (DM me for details).
Experience : • • Fresher also considered.We’re on the hunt for • •high...Show more
Last updated: 17 days ago • Promoted
Business Development Associate
IndiaMART InterMESH Limited • Chandigarh, Republic Of India, IN
Executive – Client Acquisition.Multiple Locations Across India.Age below 29 years with up to 3 years of experience.Weekly Salary and Weekly Incentive Policy.
Graduate / MBA / B-Tech with a minimum of 9 ...Show more
Last updated: 30+ days ago • Promoted
Channel Partner
Bankers Strategic Advisory Services • Chandigarh, Republic Of India, IN
Identify new channel opportunities, on board and manage channel partners, For Loan against property, Housing loans, Business loan and other lending products.
Develop, manage channel partners to driv...Show more
Last updated: 12 hours ago • Promoted • New!