Average salary: Rs1,524,999 /yearly
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...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....
...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...
...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...
Rs 5 - 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.
~...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI... ...management
- Review individual account relationships to determine the banking and investment... ...the impact on their personal/corporate wealth and bank related services
II. Product...
Rs 8 - 9 lakhs p.a.
...excellence where success knows no bounds.
Job Overview
Wealth Manager with 1-3 years of experience, located in Gurgaon. Full-Time... ...financial analysis
Offer financial advisory services
Manage NBFC relationships
Implement risk management strategies...
...The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement... ...outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views and product...
...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...
...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...
...Accountable for achieving monthly & annual sales targets, as agreed.
Ensure proper implementation & execution of relationship management & investment advisory strategies.
Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased...
...Position - Wealth Manager Location- Gurgaon
Notice Period- Max 30 Days
Roles and Responsibilities:
Build and maintain strong relationships with client to understand their financial
goals, risk tolerance, and investment preferences.
Identify and pursue opportunities...
...and strategic guidance.
Role And Responsibilities
The Wealth Manager will play a crucial role in acquiring and managing High Net Worth... ..., market analysis, and references.
Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI...
We have openings for Wealth Manager
location: Delhi
Exp: 2 - 6 years
Salary: 8 - 13l
Duties:
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales...
...Friday
Working timing: stock market timings
Job Title: Wealth Manager/ Equity Advisor
Job Overview:
As an Wealth Manager,... .... The role involves developing and maintaining client relationships, staying updated on market developments, and offering personalized...
...NRI Relationship Manager at the Bank, your primary responsibility is to manage and grow the bank's relationships with Non-Resident Indian clients... ...closely with internal teams such as Investment Advisors, Wealth Managers, and Product Specialists.
Collaborate with other...
...Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for...
Rs 3 - 7 lakhs p.a.
...Relationship Manager About the Job
Investment Advisory Sales & Business Development
A funded fast-growing personal finance advisory platform... ...Experience (yrs.) Min. 3 years & Max 15 years in
Sales/Wealth Management/Banking.
Acquiring clients on investment...
...Job - Senior Wealth Manager Title - Assistant Vice President
Jab- Full Time
Experience - 4 years in relevant Industry
Budget -... ...you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client...
...- Acquiring & Nurturing B2B Relationships with MFDs, IFAs, Wealth Managers, Stock Brokers etc. and seeking out alliances which are relevant to what we do, venturing into uncharted territories and creating endless synergies in the B2B space (Individual Financial Advisors, Mutual...
"LiquiLoans | NDX p2p Pvt ltd" - Opportunity to work with India's fastest growing & Largest Profitable P2P NBFC Regulated by the RBI. About LiquiLoans: LiquiLoans is one of the fastest growing company who wants to disrupt alternate fixed income B2B sales and grow + establish...