Average salary: Rs666,666 /yearly
More statsSearch Results: 2,254 vacancies
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...
...Job Brief: A Relationship Manager for LAP is responsible for achieving sales targets through the DSA/ DST, in terms of targeted book size, growth & customer service objectives. They are responsible for providing Prime housing loan, catering to a diverse range of customer segments...
...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...
...The Relationship ManagerWealth is the ultimate face of the business as (s)he is going to be the... ...acquiring High Net Worth relationships
and managing & retaining such relationships by... ...work experience preferably in Private Bank/Wealth Management set
up
Should have...
...Customer Relationship Manager - Our client has many showrooms and stores in Kolkata and Bangalore. - Our client is looking for CRM's for their various showrooms in Kolkata. - A CRM is responsible for the Customer Service activities of the store or showroom. Pleasing and presentable...
...cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
l Provide regular updates to the immediate superior as and when required
l Cross-sell products and services to both new and...
...Position : Relationship Manager Location : Kolkata, Jaipur, Udaipur, Delhi, Lucknow CTC: Up to 4 LPA+ Incentives+ Bonus Job Description : - Identify potential customers and generate new business opportunities for the company - Contact and qualify potential customers - Set appointments...
...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...
...financial services. We are looking for a business development manager who is results-oriented to guide our team and advance our company... .... - For fulfilment , cultivate and maintain important client relationships. - To maximize profitability, manage budgets, financial planning...
...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 - 3.6 lakhs p.a.
...Job Description of Relationship Manager (Finance)
Profile: Relationship Manager (Finance)
Role and Responsibilities:
Primary responsibility will be to do relationship building with banks and NBFC (Non-Banking Financial Corporations) for corporate tie-ups for end customers...
...you lead and connection for insurance Sales - You have to do work and close the provided leads - Building a strong relationship with your collages & Branch manager - Regularly follow up with clients - To identify potential customers, create and close new business opportunities...
Rs 6 - 8 lakhs p.a.
...Designation
Regional Sales Manager – Trade Power
Position Objective
To understand the external and internal business environment... ...Dealers,Distributors, Consultants
Designation: Imperia Relationship Manager- Kolkata
Vacancies: 1
Experience: 3.0 Year(s) - 6....
...leading financial and investment experts in India and South-East Asia. A renowned name in Stock Broking and Private Wealth Management in India. RM - Relationship Manager - and Responsibilities : - Would be responsible for the acquisition of Demat Account and all other...
...Looking for Banca ! Position: Relationship Manager Channel: Banca Channel CTC: Up to 4.50 LPA+ Incentive Roles and Responsibilities: - Building a strong relationship with the sales team of the channel partners (Bank/NBFC/MFI/Broker) - Achieving your sales targets as per channel...
...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...
...RM-Corporate & Responsibilities : - Getting/Maintaining new corporate relationship for the bank. - Providing customer solutions and corporate banking products. - Expand the bank's overall product suite. - Assessment of credit and risks associated with clients and business proposals...
...Position : Relationship Manager Qualification : Graduate Experience : 1-2 years Location : : Upto 4.3 LPA Job Description : - Experience working in sales of Bonds, NCD, PMS, debt market, etc. is mandatory. - Identify investment opportunities or strategies. - Identifying, calling...
...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...
...Knowledge : Product Knowledge : In-depth understanding of Life Insurance, general insurance, fixed income, and mutual funds. Wealth/Portfolio Management : Assess client portfolios based on risk and reward preferences to help achieve financial goals. Financial Planning/...
