Average salary: Rs585,452 /yearly
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...advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the... ...PROFILE - Candidate should have experience of managing / acquiring wealth & HNI Customers. - Should have at least 4 Years of experience handling...
...assisting seminars, workshops, and other business events. - Be updated with the market trends. - Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management. - Fostering client...
...the core team - Must have experience dealing with HNIs/UHNI - Managing Mutual Funds or overseeing AUM ( Assets Under Management)... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
...- Must be from an investment background - Developing and Managing team. - Make strategic planning to grow Business for the all B2C & B2B Branches. - Advising clients on profitable Investment opportunities for Equity, Commodity and currency products - Keeping in touch with customers...
...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...
...you further.
HSBC is one of the largest banking and financial services organisations in... ...professional to join our team in the role of Project Manager.
In this role, you will:
Help teams... ...process by providing right details to senior stakeholder in WPB UK CIO. Be part of...
...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...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their... ...in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance...
...The wealth advisor will have to undertake the following responsibilities : - Prospect, acquire... ...recommendations in such areas as cash management, insurance coverage other than investment... ...of information/documents required such as bank account records, income tax returns, life...
~ Handling transactions and co-ordination with support staff for the same
~ Attending Seminar, Meetings organized by Mutual Fund Companies
~ Following up and tracking MIS of business
~ Complete Data analysis of investments, other industry information
~ Data Reconciliation...
...the right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. - To be a one point contact for all his financial needs and services, thus enhancing current relationship value...
...Wealth Counsellor Roles and Responsibilities : - Identifying customer needs - Presenting products or services to customers - Answering customer questions - Closing sales - Following up with customers - Maintaining customer relationships Requirements : - College Degree - 3-5...
Roles: 1. Identifying customer needs. 2. Presenting products or services to customers 3. Closing sales 4. Maintaining customer relationships 5. Advising HNI clients - for equity & structured product-related queries. 6. Deliver quality solutions and services to clients. 7. Constant...
...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...
...RELATIONSHIP MANAGER - PIONEER PERSONAL BANKING
Grade Band Middle Management
Desired qualification Post Graduate (AMFI & IRDA mandatory)
Experience... ...cross functional teams to generate wallet share across Wealth &
Liability products
To cross sell wealth & liability...
...Job - Senior Wealth Manager Title - Assistant Vice President
Jab- Full Time
Experience - 4 years in relevant Industry
Budget - 12 LPA
Qualification - Graduate/PG
Job Responsibilities
As a Wealth Manager you will play a crucial role in fostering and managing...
...Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI clients... ...account relationships to determine the banking and investment needs of clients
-... ...of the impact on their personal/corporate wealth and bank related services
II. Product...
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... ...Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with exposure...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR... ...INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily deal with individual...
