Average salary: Rs257,900 /yearly
More statsSearch Results: 22,930 vacancies
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their...
...Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation....
...clients, identify their needs and provide them with right financial planning assistance and asset allocation.
. Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.
. Cross sell products and services to clients by...
...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...
Rs 5 - 13 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.
~...
Rs 10 - 12 lakhs p.a.
...specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients... ...communication skills
Good experience in Wealth management.
Eligible Degrees
Master...
...Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations... ...clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy...
...The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement... ...outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views and product...
Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate... ...KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor
analysis...
...Title: Wealth Manager Location: Delhi & Delhi NCR
Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking
CTC: Up to 1 lac per month
Experience: 5-15 Years
Notice Period - Immediate to 30 days
Roles & responsibilities
Acquiring...
...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...
...Position - Wealth Manager Location- Gurgaon
Notice Period- Max 30 Days
Roles and Responsibilities:
Build and maintain strong relationships with client to understand their financial
goals, risk tolerance, and investment preferences.
Identify and pursue opportunities...
...and strategic guidance.
Role And Responsibilities
The Wealth Manager will play a crucial role in acquiring and managing High Net Worth... ..., market analysis, and references.
Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI...
...Friday
Working timing: stock market timings
Job Title: Wealth Manager/ Equity Advisor
Job Overview:
As an Wealth Manager,... .... The role involves developing and maintaining client relationships, staying updated on market developments, and offering personalized...
Rs 8 - 9 lakhs p.a.
...excellence where success knows no bounds.
Job Overview
Wealth Manager with 1-3 years of experience, located in Gurgaon. Full-Time... ...financial analysis
Offer financial advisory services
Manage NBFC relationships
Implement risk management strategies...
...Accer Wealth Manager is a comprehensive and versatile tool for Distributors of financial products for planning and tracking the investments of their clients. It generates numerous portfolio reports based on the investment profile and customized financial plan charted out for...
Job description:
~Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
~To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
~To advise HNI/Ultra HNI clients on their Investments and managing their overall financial...
Rs 3 - 7 lakhs p.a.
...Relationship Manager About the Job
Investment Advisory Sales & Business Development
A funded fast-growing personal finance advisory platform... ...Experience (yrs.) Min. 3 years & Max 15 years in
Sales/Wealth Management/Banking.
Acquiring clients on investment...
"LiquiLoans | NDX p2p Pvt ltd" - Opportunity to work with India's fastest growing & Largest Profitable P2P NBFC Regulated by the RBI. About LiquiLoans: LiquiLoans is one of the fastest growing company who wants to disrupt alternate fixed income B2B sales and grow + establish...
...through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)... ...awareness & benchmarking
Excellent communication, interpersonal & relationship building skills
Banking knowledge
Management...
