Average salary: Rs1,221,342 /yearly
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...based investment products to this set of Wealth customer base. Should have effective... ...skills and should be excellent in conflict management. . Will be responsible to develop business... ...& target oriented. Should possess strong networking & relationship building skills....
...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...
...have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients... ...amount would be Rs 1 crore and above.
Advisory and Relationship Management
6. Maintaining client relationships and generate...
...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...
...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...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily...
...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...
Rs 2 - 4.2 lakhs p.a.
...Acquisition: Responsible for acquiring new clients and nurturing relationships with existing ones.
2. Investor Network Enhancement:... ...leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in...
...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...
...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...
🦠*Virtual Relationship Manager - India's Largest Bank*
Direct on Bank Payroll
Location: - ThaneÂ
ðŸ'¼ *Position:* Virtual Relationship Manager
ðŸ'° *Salary:* Up to 10 LPA + incentives up to 10lacs annually
ðŸŽ' *Eligibility:* Graduated + 2 years International...
...organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a... ...of its clients.
Role And Responsibilities
The Wealth Relationship Manager at Zigsaw will be responsible for:
Dealing with...
...Wealth Relationship Manager
Company Overview:
~ Zigsaw is a leading financial organization operating in the None industry. With a strong reputation and a vast clientele base Zigsaw is dedicated to providing topnotch financial products and services to its individual retail...
...Relationship manager client experience will be an advantageMinimum 1 year sales experience
Responsible for calling the database assigned for client Activations.
Responsible for Renewal of Subscription Plan
Responsible for cross-selling and upselling
To keep abreast...
...HNI customers into the Preferred programme and offering them a superior customer - Experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/c's ,retaining and enhancing the relationship...
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.
~...
...We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for Indias Leading Bank.
Job Roles and Responsibilities:
Have good awareness of Corporates with entry point links in those corporates.
Good Communication...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth... ...amount would be Rs 1 crore and above.
Maintaining client relationships and generating assets under Management (AUM) from preferred...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI... ...management
- Review individual account relationships to determine the banking and investment... ...the impact on their personal/corporate wealth and bank related services
II. Product...
...Job Title: Wealth Manager-Financial Services-Mumbai
Job Description: We are seeking a dynamic and experienced B2B Sub-Broker Management and Wealth Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with sub-brokers...