Average salary: Rs442,500 /yearly
More stats ...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...
...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...
Manage customer’s issues on service or investment needs. Escalate if required. Probe... ...money laundering measures.
Establish Bank as a wealth management provider in India. Undertake... ...banks. These updates to
be shared with seniors at regular intervals. Also suggest local...
Rs 10 - 12 lakhs p.a.
...specific 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... ...skills
Good experience in Wealth management.
Eligible Degrees
Master...
...About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and... ...profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through...
...Job description : - To ensure acquisition & value build of new to Bank Product/Program & Trade/Fx led CA customers in the branch in the identified segments. - To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through...
...Overview:
We are seeking a highly skilled and experienced Manager to join our Banking & Treasury team. The Manager will be responsible for... ...risks and opportunities and make informed recommendations to senior management.
Manage foreign exchange exposure and currency...
...Current Company - The candidate should be from Nbfc (Non-banking finance company) or Dsa (Direct Sailing Agency). Location - Candidate... ...Experience - Candidate must have 1+ year relevant experience for Sales Manager & 2+ years relevant experience for Sr. Sales Manager Age - The...
...We are hiring for one of the leading banks in India for the role of Pioneer Relationship Manager for the Wealth segment Experience - 5+ years Location - Delhi (WFO) Work type -Permanent Job Description: 1. Generate new business to achieve defined sales targets 2. Build and...
Rs 2.5 - 3.5 lakhs p.a.
...is a key member of a team responsible for managing the Niva Bupa regional
Sales through the... ...escalations with in TATs
Support bank's sales force in terms of various activities... ...~ Relationship Management/ Investment & Wealth Advisory (Banks)
~ knowledge of insurance...
...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 portfolio and...
"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...
...-Experience of Financial Services Industry is must- About the Role: As a Business Development Manager, you will play a pivotal role in driving new business growth for our wealth and portfolio management services. You will be responsible for identifying and securing new client...
...Relationship Manager About the Job : - Investment Advisory Sales & Business Development - A funded fast-growing personal finance... ...Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking. - Work Profile Acquiring HUI/UHNI clients in wealth/portfolio...
...Job Description
Relationship Manager, Priority banking -(2400005322)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule... ...liability products [Current /Savings /Term deposits], wealth management products and asset related products(secured, unsecured...
...Sales Summary : We are seeking a dynamic and results-driven Sales Manager specializing in business loan products, including machinery loan, commercial loan, and Loan Against Property (LAP). The ideal candidate will be responsible for leading a team of sales professionals,...
...Business Development Manager Location : Mumbai, Delhi, Chennai, Kolkata, Banglore, Ahemdabad and Nagpur Working days :... ...Corporate sales, Interacting and finalising deals with senior officials in Corporates and Banks/Lenders - Fluency in written and spoken English. Roles and...
...- Acquiring & Nurturing B2B Relationships with MFDs, IFAs, Wealth Managers, Stock Brokers etc. and seeking out alliances which are relevant to what we do, venturing into uncharted territories and creating endless synergies in the B2B space (Individual Financial Advisors, Mutual...
...Role and Responsibilities: As a Sales Manager , your main tasks include: Recruitment : Identifying and hiring talented life advisors or agents. Training : Providing comprehensive training and ongoing support to your team. Team Management : Motivating and managing your team...
Rs 5 - 13 lakhs p.a.
...in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ...clients.
Candidates should have experience of managing / acquiring wealth & HNI Customers.
Required Profile:
~ Should have at least...
...: - Recruit the team of advisors. - Train and motivate them. - Guiding the Team to sell the products on the market. - Driving sales through advisors, for the company. - Team Management and team handling For more information contact to HR Tamanna : (***) ***-**** (ref:updazz.com)
...Hiring For Branch Sales Manager It is a corporate agency tie up with Banks/NBFC/MFI. - Lead will be provided. - Educate the Customer about the product. - Cold calling to arrange meetings with potential customers to prospect for new business. - To close the leads provided by...
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi Job Description, Duties & Responsibilities : 1) The core function is to empanel, activate, canvass, mobilize business and manage relationship...
...Revenue Manager Candidates with : MBA -Sales and Marketing from a premier business school. Should have experience 4 to 6 yrs in B2B sales... ...- Experience in Corporate / Enterprise sales in industries like banking, It, fintech, media with exposure to high value deals. This is a...
...As a Select Relationship Manager, your role revolves around acquiring and managing high net worth individuals (HNI) and ultra-high net... ...Cross-Selling : - Identify opportunities for cross-selling various banking and financial products (e.g., family accounts, home loans,...
- Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. - Identify investment opportunities or strategies. - Identifying, calling and visiting potential clients from time to time to promote products. - Explain technical product, financial and service...
...: - Other duties may be assigned as business needs require : Required Candidate profile : The ideal candidate would : 1. Have managed Branch Banking for a Bank Before have Team Handling and leadership skills 2. Experience in cross selling products would be an added bonus (ref...
...Preparation of financial models.
Originate large and complex mandates in the areas of Debt Advisory(syndication, refinancing, project finance),
Experience in Debt Restructuring, OTS, and Structured Funding.
Origination to execution of the Investment Banking projects....
...Relationship Manager Role & Responsibilities : - Getting/Maintaining new corporate relationship for the bank. - Providing customer solutions and corporate banking products. - Expand the bank's overall product suite. - Assessment of credit and risks associated with clients...
...Sales Associate Our Client is an independent wealth and financial advisory firm with the sole objective of helping investors meet their... ...function. - Networking skills and strong orientation towards customer management. - Ability to handle pressure in a dynamic environment. - Sharp...