Average salary: Rs1,900,000 /yearly
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...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...
...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 the these current account...
Rs 3 - 13 lakhs p.a.
...PMS & Structured products offerings.
Manage clients through client visits, suggest financial... ...have experience of managing / acquiring wealth & HNI Customers.
Required Profile:... ...with relevant Experience.
~Good relationship management and service focus skills.
~...
...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...
...Company Description
Fisdom Private Wealth is a new age Fintech, India's leading wealth... ...by dedicated and experienced wealth managers. For more insight zoom into at
Role... ...Wealth Head will be responsible for managing relationships with clients, overseeing investment...
...Job Description
POSITION Sr. Manager / Chief Manager
DESIGNATION Sr. Manager / Chief... ...DEPARTMENT Alternate
SUB DEPARTMENT Wealth Channel
REPORTING POSITION Deputy... ...Wealth Advisors
Developing & Sustaining relationships with MF Advisors, Life Advisors, Wealth Advisors...
Relationship Manager Branch Manager Location Mumbai, Anand, Nadiad, Vadodara, Ahmedabad, Vapi, Surat, Borsad, Bharuch, Patna, Aurangabad, Jalna... ...make the right investment decisions thus enabling long term wealth creation at the same time. The candidate will also be responsible...
As a Wealth Manager, you will be responsible for building, owning, and managing relationships with
investors looking to invest in financial securities.
Key Responsibilities
Financial Planning and Portfolio Services
Responsible for end to end client management by...
...Role Description
This is a full-time on-site role for a Relationship Manager at Moneyphi. The Relationship Manager will be responsible for... ...interpersonal skills
Experience in financial services or wealth management
Knowledge of investment products and financial...
Job Description:- Head - Wealth B2B
The candidate will be responsible for expanding... ...for bonds, mutual fund and
portfolio management services (PMS) products. Along with B2B... ...skills.
Candidate should be good at relationship management and selling of financial products...
...in the required details, comparing quotes, and making payment.
Role Description
This is a full-time on-site role for a Relationship Manager located in Ahmedabad. The Relationship Manager will be responsible for managing and nurturing relationships with partners, identifying...
...on consistent basis.
Renewal Ratio: Ensuring budgeted renewal ratio to be achieved by continuous follow up.
# Key Stakeholder Management
Engage with IMDs in the city / region on a regular basis share business insights, growth plans and new products / schemes in...
...- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business. - Candidate would be responsible on for managing UNHI & HNI clients- wealth through financial advisory and wealth management...
Job Title: HR Telecaller cum Relationship Manager
Responsibilities
Job Description:
Promotion to Property Owner:
Identify potential properties for promotion to property owners.
Develop and implement strategies to attract property owners to the platform.
Collect...
...Update prospect information and track performance on lead management system (LMS) / VYMO
Ensure that all procedural requirements... ...life insurance sales management / retail bank distribution / co-operative bank and channel management / DSA relationship
Male preference...
...Urgent Job Opening In Relationship Manager At NBFC Company
Greetings From Ethos HR Management & Projects Pvt. Ltd
With Reference To Your CV Registered With One Of Our Associated Job Portals Or Our Database, We Are Getting In Touch With You...
Please Find Here Under...
...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....
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve... ...client and would be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the...
...understanding of the clients' financial objectives and recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients....
...based in Mumbai, specializing in providing top-notch staffing solutions. Visit for more information.
Job Overview
Junior Relationship Manager role with 1-3 years of experience in Ahmedabad or Vadodara. Full-Time position at Intriants Services, a Recruitment and...
