Average salary: Rs304,166 /yearly
More statsSearch Results: 159,854 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...
...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...
...Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
Preparation of MGT forms... ...business MIS at set frequency
Assistance in carrying out diligence checks through bank system prior to onboarding of client...
...#
Job Requirements
Excellent written and oral communication skills
Selling Skills
Proficient in Microsoft Applications - Excel, Word & PowerPoint
Experience in investment/financial services industry
Teamwork and Collaboration
Relationship Building...
...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 of the world's... ...a client facing role managing the HSBC relationship with our highest value clients where professionalism...
...Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak... ...family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios...
...RELATIONSHIP MANAGER - PIONEER PERSONAL BANKING
Grade Band Middle Management
Desired qualification Post Graduate (AMFI & IRDA mandatory)
Experience 4-12 years
JOB SUMMARY
Prime responsibility would be to penetrate Personal Banking Wallet of existing Business...
...Private Banking Relationship Manager
Position Overview
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking...
...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...
...Job Title : Private Relationship Mgr Branch Banking(For Leading MNC Bank).
Industry : Banking
Qualifications : Graduate
Experience: 5+ Years... ...requirements.
3. Candidates should have Wealth Management / Investment experience of at least 5 years or more of relevant...
...Job Description:
Designation: Relationship Manager
Vertical: Private Client Group
Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata... ...meeting revenue targets and client acquisition with a Bank or a Full-Service Stock Broking House.
Strong understanding...
...Sales Manager - Private Banking
Position Overview
Job Title: Personal Clients Junior Advisor, NCT
Location: Mumbai, India
Role... ...Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell / Transition - Ensure...
...Description
Job Description: Job Title: Private Banking Advisor
Location: Bangalore, India... ...referrals from existing customers
Relationship Building / Deepening / Cross Sell... ...delight situation for customers.
Risk Management & Governance
Ensure awareness and adherence...
...Job Description:
Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients....
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded... ...Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients... ...mindset Company Profile VSRK Capital Private Limited was incorporated on 8th...
Rs 2.5 - 3.5 lakhs p.a.
...is a key member of a team responsible for managing the Niva Bupa regional
Sales through... ...premium & no. of cases.
Maintain cordial relationship across all ranks and files of the branch... ...escalations with in TATs
Support bank's sales force in terms of various activities...
...Relationship Manager - Recruit the team of advisors. - Train and motivate them. - Guiding the Team to sell the products on the market. - Driving sales through advisors, for the company. - Team Management and team handling. For more information Call OR WhatsApp : (***) ***-****...
...JOB ROLE : . Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. . Sources new bank customers through external individual efforts and acquisition channel. . Cross sells bank products to existing set of Branch customers...
...Current / Savings / Term deposits], wealth management products and asset related products (secured, unsecured).
Ensure effective Relationship Management by monitoring the movement of... ...migration to alternate channels of banking.
Ensure PFM, teller and service managers...
...Job Title : Priority Banking RM
Grade : Manager
Department: Retail Branch Banking
Location : Bangalore
Reporting Authority Job Name :... ...Direct Reports : 0
Team Size : 0
:
- Priority Banking Relationship Manager the single point relationship management official...
