Average salary: Rs257,900 /yearly
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• Conduct Events and activities to enable lead generation to assist NTB acquisition • Implement “needs-based strategy” to attract New to Bank (NTB) clients in the
assigned location/areas and actively engage them in new business opportunities.
• Drive incremental NNM leveraging...
...Job Title : Wealth Manager/Relationship Manager - Sales and Client Management- Location : Naraina, New Delhi Company Overview : Our client, a prominent independent wealth and financial advisory firm, is dedicated to guiding investors toward achieving their financial goals....
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...
...About Us
One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company... ...instruments.
Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing...
...The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is... ...experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs. Candidates may be from NBFC/ Insurance/Wealth Management/ AMC companies....
...Job Title Wealth Manager- Financial Services (New Delhi) Skill required .
2+years of relevant work experience (sales or high-growth... ...alternative investment classes.
# You will also own the post-sales relationships with our product investors that you onboard. It is critical...
...distribution of mutual funds, bonds, portfolio management services, alternative investment funds... ...This is a full-time on-site role for a Wealth Manager at IIFL Securities located in... ...Ability to build and maintain client relationships
Relevant certifications or licenses (...
...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...
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 3.6 lakh p.a.
...the right decision at the right time to suit investment needs.
The Role
You will be responsible for :
Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
Developing...
...Job Title: Relationship Manager Experience : 3-5 years
Industry : Insurance
Job Type : Full time
Workplace : On-Site
Job Description
The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring...
...and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management Role Description : This is a full-time on-site role for a Relationship Manager for Kotak Mahindra Mahindra Bank. The Relationship Manager will be responsible for...
...Anand Rathi Global Finance Ltd is Hiring a Relationship Manager for SME-LAP: Delhi/NCR
Role & responsibilities:
Sourcing to loan disbursement of LAP Files.
Should have market connection of DSA channels.
Good understanding of various programs like Vanilla income,...
...off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially,... ...client relationship experience into BFSI industry
Ability to manage multiple projects and clients
Strong communication and interpersonal...
...Core Responsibilities
Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships...
...Position Purpose : The Relationship Manager for Wealth and Business Banking plays a pivotal role in driving revenue growth by sourcing new relationships within identified verticals and effectively cross-selling wealth and business banking products to individuals and business...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance advisory platform... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients...
...Position Purpose:
Relationship manager (Customer Advocate) investigates and resolves customer escalations that are escalated outside of the designed support model. Relationship managers have a proven ability to handle some of the most challenging and sensitive customer...
...Our Client is an independent wealth and financial advisory firm with the sole objective of helping investors meet their financial... ...4 years with a decent growth year on year. Requirement of a Relationship Management cum sales professional from financial industry Roles & Responsibilities...
