Average salary: Rs666,666 /yearly
More statsSearch Results: 3,411 vacancies
...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...
...and balances on client accounts investigate and resolve breaks to ensure records accurately reflect for Client Reporting purposes
1.Manage security referential data within the client reporting systems, including security pricing and data integrity checks
2.Proactively manage...
...Summary
We are looking at expanding our Wealth RM team as we feel in the current... ...Position : Private Client Group - HNI Wealth Manager
Locations : Kolkata
Responsibilities... ...clients and work with them to build up a relationship with the goal of managing their wealth....
...The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final
point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering...
JOB PROFILE
Position
Relationship Manager
Location
Pan India
Reports to
Area Manager
Category
Institutional Sales
Reporting... ...Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks)
Key Functional Competencies
Functional...
...Role Description
This is a full-time on-site role for a Relationship Manager located in Kolkata. The Relationship Manager will be responsible... ...services industry, with a focus on broking, distribution, or wealth management
Bachelor's degree. MBAs, CA, CA - Inter, CFA,...
Rs 10 - 12 lakhs p.a.
...financial performance indicate a need for plan reassessment.
Manage client portfolios, keeping client plans up-to-date.
Contact clients... ...plans that include payoff priorities and timelines.
Wealth Management,Investment,Investment Advisor
Designation: Wealth Manger...
...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...
...The candidate needs to have minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM and IRDA certified with... ...The candidate should have developed and maintained a good relationship with the existing HNI customers of the bank and should have managed...
...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...
Relationship Managers (Health)What is the purpose of the role - Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance...
...retail marketing to our clients. An APM Visual Merchandising will manage a team of field based Visual Merchandisers, and will have... ...you have ideas for an effective long term strategy Stakeholder Relationship Management: While experience in business development and client...
...Job Description
Required Ability to motivate,Advisory,Good communication,Good Personality & Friendly,Networking
Manage relationship with existing partners
Job Requirement
Experience
6 Months to 4 Years
Internship
No
Skills
Ability to motivate...
...Product Knowledge - Detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds. Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goal....
...Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ Hyderabad
As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services...
Requirement
~2-3 years experience in Personal Loan Business with DSA connect
~ Knowledge of local DSA channels
~ Strong communication and interpersonal skills
~ Age- Upto 35 years
~ Currently doing Business Minimum 1Cr per month
...English and Hindi) and written communication skills English
3. Minimum educational level Graduation
4. Negotiation , Persuasion, Relationship Building Skills
5. Minimum 2 years of relevant work experience in service or product industry in business development /tele...
The Relationship Manager Direct Sales acts as a bridge between customers and the company offering customized insurance solutions to fulfill their financial needs. The role involves direct selling to customers through appointments ensuring leads provided by the call center are...
...market - Identifying and assessing customers' needs and fulfill it - Monitor the day-to-day activity of the team and monitor performance - Manage sales goal achievement through team - Training and developing team for better performance Required Candidate profile - Graduation is...
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi Job Description, Duties & Responsibilities : 1) The core function is to empanel, activate, canvass, mobilize business and manage relationship...
