Average salary: Rs1,178,354 /yearly
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...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....
Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate... ...KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor
analysis...
...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....
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...
...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...
...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....
..., 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...
...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...
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...
...provide the best financial solution to their existing and NTB relationship.
Use financial acumen and investment expertise to review client... ...personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency....
...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...
Hello,
Have an Opening for Wealth Advisor with Leading Bank.
Location: OMAN
Kindly... ...ahead.
Job Purpose
To enhance the relationship value of the customers and to acquire... ...by providing customer-oriented wealth management solutions, through an established process...
...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...
...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...
...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...
...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...
Hi All,
Greetings from LMV Group
We are hiring for Wealth Executive /Wealth Manger/Relationship Manager Profile .
Experience Required -0-5 Years
Fresher - M.B.A or Pursuing M.B.A can apply.
Experience Candidate must have Prior work experience in relevant domain...