...Role : Wealth Manager Qualification : Graduate (MBA) Location : Mumbai (Work from Office) Experience : 5 Years Plus Experience in Wealth Management... ...- Prior experience working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or ticket MF Sales with exposure...
...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...
...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...
...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...
...selling &
cross-selling of all MNC Banks CBG products & services. To manage & maintain the highest customer... ...laundering measures.
Establish Bank as a wealth management provider in India.... ...These updates to
be shared with seniors at regular intervals. Also suggest local...
...- 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...
...Are you a sales enthusiast with a knack for understanding customer needs? We are seeking for a dynamic Wealth Counsellor to join our team in Mumbai! Qualification: Graduate Experience: 3-5 years in Sales Location: Mumbai (Work from Office) Working Days: 5 days a week with every...
...Hiring for leading BANK & Non-Banking Financial Company (NBFC), they are expanding their team and currently have an exciting opening for a Wealth Manager.
Locations:- Mumbai, Delhi, Chennai, Bangalore, Pune, Ahmedabad, Surat, Noida, Gurgaon, Hyderabad, Kolkata
Role Overview...
...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...
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...
...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...
...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...
...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...
...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...
...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...
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...
...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...
Rs 10 lakh p.a.
...Bharti AXA Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi,... ...Network will be preferred
Basic Understanding of Personal Banking & Financial Products will be an added advantage
Well Groomed...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-. Candidates only from any...
...Wealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.
We...
...Manager - Wealth - BFS035476
Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting...
...Role – AVP / VP - Wealth Management, Wealthy.in Location - HSR Layout, Bengaluru
WHY?
Wealth Professionals today face many challenges like... ...of experience in selling financial products
● Experience in banks, securities, or wealth management firms
● Entrepreneurial...
...Senior Associate, Wealth Management - ITO077228
With a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with... ...Portfolio Transaction & Position data for Investment Bank.
Responsibilities
· Operation t asks involve processing...
...Company Description
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Role Description
This is a full-time hybrid role for a Wealth Manager at ALPHA SQUARE WEALTH. Through understanding of financial markets, investment and wealth products, ability to analyse HNI clients, financials...
...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...
...opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey... ...Prior experience of working in a wealth management firms Private banking PMS Advisory AIF Acquisition or High ticket MF Sales with...
...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...
...We are looking to hire Wealth Manager for our Wealth & Asset Management division, who would offer financial advice and services to clients... ...Required
Post graduate with relevant work experience in Banking/NBFC, Investment/Wealth Management or Financial Services is preferred...