Average salary: Rs666,666 /yearly
More statsSearch Results: 2,246 vacancies
...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...
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...
Key responsibilities : - Achieving the sales target through assigned leads, which may be self generated or may be generated by the Branch. - Meeting prospective customers in assigned geography to understand their financial need and sell insurance solutions that cater to their...
...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...
...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...
...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...
...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...
...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...
...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...
...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 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....
...customers' portfolio. - The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm's... ...that meet their criteria. - Work with clients to deliver risk management strategies that fit their risk profiles - Report the progress...
...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...
...Job Description:
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...
...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/...