Average salary: Rs57,500 /yearly
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...firm) clients revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
Need to ensure growth... ...book size.
Experience: 5 Years of Wealth Management experience in the industry/ Must be from Wealth Platform...
...base to reach a minimum of 100 qualified relationships over a year.
Collaborate with the... ...wallet shares.
3. Customer Relationship Management:
Establish and nurture strong... ...services industry on the investments side – wealth or broking for a minimum of 5 years....
...Dear Applicants,
We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.
We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with...
...suggest additions/changes to existing ones. - Breed productive relationships to create a pool of prospective clients from various sources... ...that meet their criteria. - Work with clients to deliver risk management strategies that fit their risk profiles. - Report the progress...
...HYderabad/Ludhiana/Bengaluru
Tp build and maintain strong relationships with high-net-worth individuals to understand their... ...objectives.
To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite....
...Job Role:
Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients banking and investment... ...the candidate to be proficient in financial markets and wealth management .
Responsibilities :
Establishing and...
...candidate will be an experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. - The primary responsibility of this role is to cultivate strong relationships...
...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 also...
...Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers.
Strategic planning and implementation to achieve business goals.
Enhancing engagement of High Net Worth Customer through joint calls with RMs.
Ensuring...
...Leading Private Bank is hiring Privy Relationship Managers House Hold in the Mumbai location. Job Description : Department Priority - Retail Liabilities Location : Mumbai Position Grade : M4/M5 'Priority Banking' is Kotak's premium banking proposition designed to cater for...
Rs 5 - 15 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.
~...
...- This role is for those who are working as wealth Rm and have a good knowledge in investment products and CASA. - This job is for Private Banks and carries a good budget of around 16L+ and offers grade promotion also. - Candidate can earn good amount of incentives if they...
...maximize sales performance to achieve
revenue targets through wealth management products real estate products asset
related products (... ...Audit.
# Customer Experience Management
1. Ensure effective relationship management by monitoring the movement of the
customers and...
...company.
Able to structure deals and develop strong client relationships and increase revenue for the company.
Responsible for... ...development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like e-mail marketing, networking, IAP's and calling...
...Wealth Manager (AIF) Location: Mumbai
Experience Required: 3 - 4 years
Educational Qualification: Graduate or Postgraduate
Job... ...in generating new leads and developing prospects.
Client Relationship Management:
· Build deep relationships with all HNI and UHNI...
...We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial... ...endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and...
...are adhered to.
The role includes:
To Build Assets Under Management (AUM) through various Investment products
Generate revenue... ...transactions post Cash Flow analysis on a periodic basis
Manage Private Wealth, PMS, and AIF fund-related queries.
Ensure delivery of...
...Job Description: Head of Wealth Management
Position Summary:
The Head of Wealth Management will be instrumental in launching and growing... .... A key responsibility will be assisting existing HNI relationships in diversifying their portfolios across different asset classes...
