Search Results: 85,382 vacancies
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...RELATIONSHIP MANAGER - PIONEER PERSONAL BANKING
Grade Band Middle Management
Desired qualification Post Graduate (AMFI & IRDA mandatory)
Experience 4... ...cross functional teams to generate wallet share across Wealth &
Liability products
To cross sell wealth & liability...
...Job Role · Develops new and expands existing High Net worth Customer relationships for liabilities.
· Ensures high levels of customer service orientation and application of bank policy.
· Cross sells existing bank products to customers.
· Informs customers of new products...
..., PMS & Structured Products offerings. - Manage clients through client visits, suggest financial... ...have experience of managing / acquiring wealth & HNI Customers. - Should have at least 4... ...with relevant Experience. - Good relationship management and service focus skills. - Good...
...growing SEBI registered fintech in the wealth management domain. The company is growing exponentially... ...Parel
Position: Wealth Manager Private Wealth
Broader Role / Responsibilities... ...working in a wealth management firms Private banking PMS Advisory AIF Acquisition or High...
...Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru
WHY?
Wealth Professionals today face many challenges like... ...of experience in selling financial products
● Experience in banks, securities, or wealth management firms
● Entrepreneurial...
...Job Description
Relationship Manager TASC & Institutional Business
TASC & Institutional... ...part of Retail Liabilities division of Banks segment. It is Companys dedicated Sales/... ...sealing Deals
Create a rapport with the top management of all the clientele...
...Urgent Vacancy With Leading Banks
Role - Wealth Relationship Manager
Locations - Bangalore
:
Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Banking Segment of Bank.
- A PB...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-. Candidates only from any...
...Client - Vacancy with leading banks
Role - Preferred/Imperia Relationship Manager
Location- Chennai, Bangalore, Hyderabad, Coimbatore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial...
Primary accountability is to develop the most appropriate IT solutions in line with the solution design, to meet customer needs... ...Skillset :- Strong Development Background and Good understanding of Private Banking, Wealth Domain.- Experience working on Avaloq platform & strong...
...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth... ...activities. - Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with...
...capabilities to ensure we can continue to recruit top talent at HSBC. As your application... ...rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one...
...maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through customer engagement activities
Deepen the existing relationships by cross selling...
...superior customer - Experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right... ...the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. - To be a one point contact for all his...
...We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for Indias Leading Bank.
Job Roles and Responsibilities:
Have good awareness of Corporates with entry point links in those corporates.
Good Communication...
...Elite Relationship Manager Business Banking
KRAs:
Develops new and expands existing High Net worth Customer relationships for liabilities (CA
driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel...
...Position Relationship Manager Private Banking
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques
Role & Responsibilities
Acquisition of new...
...assisting seminars, workshops, and other business events. - Be updated with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management. - Fostering client...
...Job Title : Private Relationship Mgr Branch Banking(For Leading MNC Bank).
Industry : Banking
Qualifications : Graduate
Experience: 5+ Years... ...Risk & Lending requirements.
3. Candidates should have Wealth Management / Investment experience of at least 5 years or...