Average salary: Rs600,999 /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....
...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...
...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...
...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...
🦠*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...
...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...
...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...
...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...
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...
...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...
...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 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.
~...
Rs 10 lakh p.a.
...AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi... ...Needs & Provide them with suitable solutions
Build & Deepen Relationships with Newly Acquired Clients to achieve increase in Share of...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients... ...opportunities
· Should Leverage the organization's relationship with existing clients by developing and executing proactive,...
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...
...Job Role: Private Wealth Manager Location : Mumbai
Responsibilities:
Sourcing of new clients : Aim on exploring one’s existing... .... Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.
Managing Relationships: Undertake...
...updated with the market trends.
· Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition or... ...exposure to HNI client management.
· Fostering client relationships and increasing assets under management from potential clients...
