Provide portfolio management advise & guide the client to ensure the investments are in line with their goals. Servicing existing clients with the support of client servicing team. Analyze market trends and make recommendations to clients on portfolio adjustments. Adhering to...
...based investment products to this set of Wealth customer base. Should have effective... ...skills and should be excellent in conflict management. . Will be responsible to develop business... ...& target oriented. Should possess strong networking & relationship building skills....
...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...
...Insurance & Structured products offerings.
Manage clients through client visits, suggest... ...have experience of managing / acquiring wealth & HNI Customers.
Required Profile... ...Graduate with relevant Experience.
Good relationship management and service focus skills.
Good...
...Job Title: Wealth RM with a leading Investment firm/ Wealth RM with a leading Investment Bank
Industry: Banking/ NBFC
Functional Area: Sales
No. of vacancies: 1
Experience: 2 yrs to 14 yrs
Annual CTC : 7- 20 LPA
Job Location : Mumbai, Bangalore, Pune...
...Job Title : RELATIONSHIP MANAGER
AREA OF RESPONSIBILITY:
· Bring self referred client/relation
· Advisory and Order placement Support to mapped clients
· Maximize investment from investor clients
· Customized/High end support...
Hello,
Have an Opening for Wealth Advisor with Leading Bank.... ...Job Purpose
To enhance the relationship value of the customers and to... ...providing customer-oriented wealth management solutions, through an established... ...client meetings with the RM's; morning market update with...
Dear Candidates,
Good Day..!!.
Designation: Wealth Relationship Manager Grade: AVP
Legal Entity: Equitas Small Finance Bank Business Unit: Branch Banking
Division: Liabilities Department: Liabilities
Travel required: Yes Level of travel: Extensive
Level: Individual...
...Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation....
...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment... ...products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services...
...have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients... ...amount would be Rs 1 crore and above.
Advisory and Relationship Management
6. Maintaining client relationships and generate...
...clients, identify their needs and provide them with right financial planning assistance and asset allocation.
. Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.
. Cross sell products and services to clients by...
...Kotak Wealth Management:
The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India... ...and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios....
Hi All,
Greetings from LMV Financial Services Pvt. Ltd.!!!
We are hiring for Wealth Executive /Wealth Manger/Relationship Manager Profile .
Experiance Required -0-8 Yrs
Fresher - M.B.A or Pursuing M.B.A can apply.
Experiance Candidate must have Prior work experiance...
...Urgent Vacancy With Leading Banks
Role - Wealth Relationship Manager
Locations - Bangalore
:
Relationship Manager the single point... ...worth customers in the Banking Segment of Bank.
- A PB RM is primarily responsible for providing financial solutions to...
...Job Description:
Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management... ...8 - 10 years of experience in wealth platforms as a RM
~5. First attempt pass of all major exams (10 th /12 th...
...Position: cccccc
Location: Ambala
Compensation: INR 3 - 5 Lakhs
Responsibilities
Acquire and manage Trade Forex Current Accounts (CA) for Ambala, Panipat, and Karnal branches.
Provide forex trading advisory services.
Collaborate with internal teams for smooth...
...company.
Able to structure deals and develop strong client relationships and increase revenue for the company.
Responsible for... ...development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written...
...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...
Current Account RM will be responsible for
ï'·Acquisition of new Business Entity customers and creating CA Book
ï'·Management of Acquired Current Account customers
ï'·Enhancement of the relationship by cross-selling products and services as per the profile & need of...
...superior customer - Experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right... ...acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia...
...Role/Job Title : Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their...
*Job Title: Mutual Fund Relationship Manager (MF RM)*
*Company: Shri Ashutosh Securities Pvt. Ltd.*
*Location: Patna, Bihar*
*About Us:*
Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest...
...potential investors by initiating outreach and cultivating relationships. Pitching and Lifecycle Management: Present investment opportunities to potential... ...Successful Applicant
3+ years of work experience in wealth management in client-facing or relationship management...
Rs 2 - 4.2 lakhs p.a.
...Acquisition: Responsible for acquiring new clients and nurturing relationships with existing ones.
2. Investor Network Enhancement:... ...leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in...
...Title: Relationship Manager Location: Bangalore
Work Experience: 4+ years of experience
Company Overview
InCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a...
...funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like e-mail marketing, networking, IAP's and calling...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial... ...endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and...