Average salary: Rs1,233,974 /yearly
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...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...
...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...
...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....
...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...
...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...
...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...
...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...
...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
Address HNI clients for investment... ...financial products to meet customer needs
Deepen the relationship by Cross selling to mapped broking clients and...
...Hey Guys!
Immediate placements for Relationship Managers – For a top Brokerage Firm in Bengaluru!!!
Job Description:
Candidate should possess good stock market & insurance knowledge
Will be responsible for generating revenue from third party product like SIP...
...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...
...advisory for clients to maximize business and investment value.
Role Description
This is a full-time on-site role for a Relationship Manager - Wealth. The Relationship Manager will be responsible for managing and maintaining relationships with high-net-worth clients,...
...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...
Develop a client base of investors and manage relationships on a regular basis
Work closely with internal and external stakeholders to establish... ...account management and customer success specific to the
wealth clients of Leaf Round
Maintain a log of client concerns or...
...Client - Vacancy with leading banks
Role - Wealth Relationship Manager - Leading Bank
Location- Banaglore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial products to meet customer...
...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...
...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.
...
...investment opportunities, asset allocation strategies, and risk management techniques.
2. Financial Plan Review and Tracking:
● Regularly... ...experience in finance, preferably in financial planning and wealth management.
● Hold a Certified Wealth Manager (CWM), Certified...
To assist BM in implementing strategies, policies and procedures to ensure that KGFS at branch level has the necessary Operations capability to realise its business plans. Ensure KGFS at branch level possesses the operating systems necessary to function effectively and ensure...