11 Job openings found

Looking for all 4 Metros cities (Mumbai, Delhi, Chennai, Kolkata), Ahmedabad, Chandigarh, Pune, Hyderabd Job Description As a Wealth Manager at InCred Wealth, your role will involve creating and managing investment strategies for clients, conducting financial planning, and providing investment management services. You will be responsible for portfolio monitoring, offering investment advice, ...

 The Private Client Group (PCG) caters to high-net-worth and ultra-high-net-worth individuals, and an RM in this division is responsible for managing these client relationships. The role involves providing financial and wealth management services to an exclusive clientele.  Job description Maintaining a deep knowledge of company products and services. Building and maintaining strong relationships ...

1. Manage sales and distribution through the cross channel and open market channels2. Ensure unilateral growth by adding new DSAs / Branches3. Analyze the market trend for products development and do market research.4. Planning & execution of market promotional activities according to market & business requirements.5. Focus on increased Productivity6. ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on market conditions ...

Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. Conduct regular portfolio reviews and recommend adjustments based on ...

SALARY will always be paid70 % FIXED every month AND 30% ON ACHIEVING 50% TARGET BASED ON PRO RATA BASIS MONTHLY EXCLUDING 1% INCENTIVE ON ACHIEVING 70% OF TARGETs TITLE: Sales & Policy Accounts –North IndiaREPORTSTO: NationalHead/VP SalesDEPARTMENT Infection controlDevices. Sales – Government BusinessBASE LOCATION: Delhi NCR with Extensive intra-state and inter-state travel to NHM ...

Job Title: AM/DM/Manager – Branch Business  Department: Branch Business Reports to: (Direct) Group Head People Management Responsibility- Yes   Position Purpose : Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets . Responsibilities • Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...

Role & responsibilities   Job description for branch Manager Role & responsibilities   1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based ...

Key Result Areas KRA (Accountabilities) Retail Sales Execution o Drives ongoing sales from the defined relationships and contribute towards regions achievementso Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase saleso Profiles distributors and caters to their requirements to ensure ongoing business ...

PCG Desk Head 9 - 14 years Job description Looking for PCG Desk Head to join our dynamic team and embark on a rewarding career journey. Lead and oversee the overall operations, strategy, and performance of the assigned department or organization Develop and implement policies, processes, and objectives to achieve organizational goals Foster collaboration among teams ...