Edelweiss Financial Services is a diversified financial services firm that provides a range of services including investment banking, asset management, insurance, and retail and institutional brokerage. It aims to deliver financial solutions through innovative products and superior service.
Chandigarh, Patiala
INR 5.0 - 12.0 Lacs P.A.
Work from Office
Full Time
Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.
Chennai, Mumbai (All Areas)
INR 6.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Key Responsibilities Process mortgage loan applications, documentation, and disbursal Ensure compliance with internal policies and regulatory guidelines Coordinate with credit, legal, and technical teams Maintain accurate records in the loan origination system (LOS) Handle customer queries and ensure smooth communication Prepare reports and support audits Support the sales team with operational needs Requirements Graduate (MBA/Finance preferred) 7 -12 years of experience in mortgage/loan operations Strong knowledge of home loan processes and regulations Good communication and system handling skills
Guwahati, Patiala
INR 5.0 - 10.0 Lacs P.A.
Work from Office
Full Time
Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.
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