...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...
...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 the Bank...
...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...
...The job involves building and maintaining relationship with customers of various Projects and solving queries and complaints of customers... ...customer groups and will be responsible for overall relationship management with the customer right from on-boarding to the product...
...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...
...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...
...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...
...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...
...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...
...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...
...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...
...maximize sales performance to achieve
revenue targets through wealth management products real estate products asset
related products (... ...Audit.
# Customer Experience Management
1. Ensure effective relationship management by monitoring the movement of the
customers and...
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation and a vast clientele base Zigsaw is dedicated to providing topnotch financial products and services to its individual retail...
...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...
Rs 20 - 22 lakhs p.a.
...UHNI clients and building the relationship with the bank. They have to sell... ...Key role:
Nurture and manage end to end customer relationship... ...all their banking needs through wealth solutions
Provide a... ...Wealth
Designation: Wealth RM - Hyderabad ,Chandigarh & Patna...
...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...
...We are looking to hire dynamic wellrounded personal banking relationship managers for this business vertical. As part of this role you will
Age should be max 33yrs
# Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service...
...partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products.... ...L&D team makes Wealth manager and RM partnership even stronger. Educational Qualification... ...financial products - Maintaining relationship with partners to generate business (ref:...
...PMS and structure product offerings.
2.Manage clients through client visits, suggest financial... ...have experience of managing / acquiring wealth.
Required Profile
Should have at... ...with relevant experience.
Good relationship management and service focus skill.
stock...
...RELATIONSHIP MANAGER - PIONEER PERSONAL BANKING
Grade Band Middle Management
Desired qualification Post Graduate (AMFI & IRDA mandatory)... ...with the cross functional teams to generate wallet share across Wealth &
Liability products
To cross sell wealth & liability...
...experience, Preference to NISM Certified candidates with experience in new client acquisition
Critical Skills Required
Relationship Management
Influencing Skills
Technical - Product Knowledge
Presentation skills
Interpersonal skills
Effective...
...Job Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.
Business...
...Hi,
We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Mumbai location.
Designation: - Sr. Manager / AVP
Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is...
Rs 10 lakh p.a.
...AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi... ...Needs & Provide them with suitable solutions
Build & Deepen Relationships with Newly Acquired Clients to achieve increase in Share of...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth... ...amount would be Rs 1 crore and above.
Maintaining client relationships and generating assets under Management (AUM) from preferred...
...Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager
Who we are?
GA Group of Companies... ...term value for our clients and communities in the form of wealth creation through equity investments. Our vision is to be the...
...JD for RM in Capital Markets - Banks & Financial Institutions... ..., NCDEX etc . We mange client relationships pan-India and leverage relationship... ...Banking like Trade, Cash Management solution, FX, Custody , Treasury... ...Maximize cross-sell with Custody, Wealth, Salary Proposition & other...
Rs 10 - 12 lakhs p.a.
...specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients... ...communication skills
Good experience in Wealth management.
Eligible Degrees
Master...
...Title: Wealth Manager Location: Delhi & Delhi NCR
Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking
CTC: Up to 1 lac per month
Experience: 5-15 Years
Notice Period - Immediate to 30 days
Roles & responsibilities
Acquiring...