Average salary: Rs1,182,733 /yearly
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...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....
...Revenue generation through cross sell of business banking and
wealth products like Trade Forex, Insurance, Investments, Retail... ...sourcing by acquiring Potential UHNI Clients.
4. Acquiring and managing both business, individual (resident and
NRI) clients.
5. Increase...
...cities. Our success is attributable to 3 founding principles- Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from...
...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...
Rs 12 - 20 lakhs p.a.
One of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. is hiring for Wealth Relationship Manager
Roles and Responsibilities
Catering to the investment needs of clients by providing them research-based advice in MF...
...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...
...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...
...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...
...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....
...Elite Relationship Manager Business Banking
KRAs:
Develops new and expands existing High Net worth Customer relationships for liabilities (CA
driven) and commercial assets
Sources new bank customers through external individual efforts and acquisition channel...
...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...
...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...
...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...
...Relationship Manager (Wealth Management)
Location : Lower parel Mumbai( Onsite)
Experience required: 2 year
( Work From Office)
Budget : upto 10LPA
Job Description
This role is only for those who eat breathe & sleep advisory business. There& rsquo s nothing in...
...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....
...- 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...
...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...
...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...
...Urgent Vacancy With Leading Banks
Role - Wealth Relationship Manager
Locations - Bangalore
:
Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Banking Segment of Bank.
- A PB...
...Client - Vacancy with leading banks
Role - Preferred/Imperia Relationship Manager
Location- Chennai, Bangalore, Hyderabad, Coimbatore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial...