Search Results: 45,249 vacancies
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
...Responsibilities:
1. Financial Planning and Consultation:
● Meet with clients to understand... ..., asset allocation strategies, and risk management techniques.
2. Financial Plan... ..., preferably in financial planning and wealth management.
● Hold a Certified Wealth...
...Vacancies for Sr. Relationship Manager / ABM/ DBM / Branch Manager / Sr. Branch Manager / Cluster Manager
Who we are?
GA Group of... ...create long term value for our clients and communities in the form of wealth creation through equity investments. Our vision is to be the...
Develop a client base of investors and manage relationships on a regular basis
Work closely with internal and external stakeholders to... ...for key account management and customer success specific to the
wealth clients of Leaf Round
Maintain a log of client concerns or...
...Equity, Mutual Funds, Insurance & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ....
Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile
Should have at least 4 Years...
...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...
...in
Equity, MF, Insurance & Structured products offerings.
Manage clients through client visits, suggest financial products to the... ...clients.
Candidate should have experience of managing / acquiring wealth & HNI Customers.
Required Profile
Should have at least 2...
...all issues are resolved satisfactorily, within agreed procedures/guidelines. Any queries on policy must be escalated to the respective Manager.
Skills Required : cash and position reconciliation
Role :
Business domain knowledge Mutual fund & Hedge fund industry with...
...Manager – Wealth Operations Apply Now
Jobnumber
MGS01922
Closing date
22-May-2024 Job Purpose
Provide operational support to Private Banking and Mashreq Gold Segments of the Retail Banking Group to delivery world class products & premium services to customers....
...Manager Operations - Wealth
Job Description :
Own performance of the BU's operation across sites
Own Operational performance for Inhouse & outsourced partner for the business unit
Develop and track key performance indicators (KPIs) for support operations.
Develop...
...Kotak Wealth Management:
The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the...
...Job Description
We are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy...
...Job Title: Wealth RM with a leading Investment firm/ Wealth RM with a leading Investment Bank
Industry: Banking/ NBFC
Functional Area: Sales
No. of vacancies: 1
Experience: 2 yrs to 14 yrs
Annual CTC : 7- 20 LPA
Job Location : Mumbai, Bangalore, Pune...
...join a promising start up in Real Estate
industry . As a Wealth Manager, you will be responsible for providing comprehensive financial... ...satisfaction. Responsibilities:
~ Conduct in-depth client consultations to understand their financial objectives, risk tolerance, and...
...Finance
Extensive experience as a Behavioral Finance Trainer or Consultant in the financial services industry.
Understanding of... ...studies.
Experience working as an investment consultant or wealth manager with a bank or AMC. Not just training but actual consulting in...
"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...
...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...
To assist BM in implementing strategies, policies and procedures to ensure that KGFS at branch level has the necessary Operations capability to realise its business plans. Ensure KGFS at branch level possesses the operating systems necessary to function effectively and ensure...
...Hey Guys!
Immediate placements for Relationship Managers – For a top Brokerage Firm in Bengaluru!!!
Job Description:
Candidate... ...pack & ACE/TGS.
NOTE:
ABSOLUTELY FREE RECRUITMENT
NO CONSULTANCY CHARGES FROM CANDIDATES
EXTENSIVE BRIEFING AND INTERVEIW CRACKING...
...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...
