Average salary: Rs1,524,999 /yearly
More statsRs 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.
~...
...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...
...We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.
Designation: - Sr. Manager / AVP
Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth is the ultimate...
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...
...Job Title Wealth Manager- Financial Services (New Delhi) Skill required .
2+years of relevant work experience (sales or high-growth... ...alternative investment classes.
You will also own the post-sales relationships with our product investors that you onboard. It is critical...
...We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a...
Job description:
~Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial...
...and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management Role Description : This is a full-time on-site role for a Relationship Manager for Kotak Mahindra Mahindra Bank. The Relationship Manager will be responsible for...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance advisory platform... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients...
...Anand Rathi Global Finance Ltd is Hiring a Relationship Manager for SME-LAP: Delhi/NCR
Role & responsibilities:
Sourcing to loan disbursement of LAP Files.
Should have market connection of DSA channels.
Good understanding of various programs like Vanilla income,...
...Core Responsibilities
Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships...
Rs 2 - 8 lakhs p.a.
...should possess excellent communication skills. Candidates should be good at relationship management and selling of financial products. Candidates should have good knowledge about financial products.
Wealth Management,Mutual Fund,HNI,Investment,B2B,SALES
Designation: Wealth...
...Roles & Responsibilities : - Relationship management of the premium customer segment of the Bank. - Generate new business to achieve defined sales targets across various Banking and wealth products. - Build and deepen relationships with existing Pioneer Customers to achieve...
Rs 3.6 lakh p.a.
...the right decision at the right time to suit investment needs.
The Role
You will be responsible for :
Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
Developing...
Rs 4 - 7.5 lakhs p.a.
...Senior Relationship Manager & Relationship Manager is responsible to Source/Sell SEG loans to ensure achievement of one’s portfolio & bottom line growth targets while minimizing NPAs and achieving targeted return on equity.
He/she has to be on the field & effectively & regularly...
Rs 5 - 6 lakhs p.a.
...exposure
# Accountable for Business Targets individually in sync with POSPs acquisition / activation Target.
# Customer Relationship Management.
# Impart Product training to POSPs acquired by him.
# Take initiative to keep abreast of developments in products & services...
Job Responsibilities:
• Developing and managing relationships with potential sports academies, coaches and other athletic business partners & existing clients, influencers and key stakeholders in the assigned region
• Connect with the prospects (student-athletes) and relate...
...in the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)... ...Criteria - Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in...
...Anarock, a leading real estate services firm, is seeking a passionate and driven Real Estate Relationship Manager to join our team in Gurugram! About the Role : In this exciting role, you will be responsible for building and nurturing relationships with existing and potential...
...We are hiring for one of the leading banks in India for the role of Pioneer Relationship Manager for the Wealth segment Experience - 5+ years Location - Delhi (WFO) Work type -Permanent Job Description: 1. Generate new business to achieve defined sales targets 2. Build and...
...- 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...
...Job Description
Relationship Manager, Priority banking -(2400005322)
Job : Retail Banking
Primary Location : Asia-India-Delhi... ...through liability products [Current /Savings /Term deposits], wealth management products and asset related products(secured, unsecured...
Rs 2.5 - 3.5 lakhs p.a.
...is a key member of a team responsible for managing the Niva Bupa regional
Sales through... ...premium & no. of cases.
Maintain cordial relationship across all ranks and files of the branch... ...~ Relationship Management/ Investment & Wealth Advisory (Banks)
~ knowledge of insurance...
...Relationship Manager Role: We are looking for Relationship Managers who believe in and maintain long-term relationship with Micro, Medium and Small Enterprise customers and go an extra mile in on-boarding new customers and retaining old ones. Key Tasks : - To work as part of...
...We are looking for a customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships...
...Our Client is an independent wealth and financial advisory firm with the sole objective of helping investors meet their financial... ...4 years with a decent growth year on year. Requirement of a Relationship Management cum sales professional from financial industry Roles & Responsibilities...
Roles and Responsibilities : - Ensure product availability at all relevant channels - Solely responsible for planning & achieving monthly/yearly target - Maintain and enhance trade relations - In charge of distribution set up and secondary sales force set up - Network with ...
...Job Description : - We are seeking a Sales Manager with marketing and sales experience for India's leading company in India. Job roles... ...the same Regular and periodic review, and mentoring of all the relationship - Recruit and Activate advisors as per plan - To focus on and develop...
...domestic) is a must. Experience: - 2 to 5 years of experience as a relationship officer working in Bancassurance channel of any insurance... ...respect with distribution partner's branch and regional office managers / sales leaders. - Proven track record of driving sales. (ref:updazz...
...sales target required by the company.
Support, and motivate team members to achieve individual and team goals.
Buildup good relationships with students and their families.
Work closely with other job functions in the company to improve overall services level.
Immediate...