Average salary: Rs750,940 /yearly
More stats ...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...
...- 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...
...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...
...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...
...rewards that will take you further.
HSBC is one of the largest banking and financial services organisations in the world, with... ...experienced professional to join our team in the role of Project Manager.
In this role, you will:
Help teams to follow EPF (enhanced...
...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...
...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...
...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...
...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 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...
...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...
...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...
Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate... ..., KYC and anti-money laundering measures.
Establish Bank as a wealth management provider in India. Undertake frequent competitor...
...Client - Vacancy with leading banks
Role - Wealth Relationship Manager - Leading Bank
Location- Banaglore
Job Profile:
- An Relationship Manager handles a group of High Net Worth Clients.
- Profiling Customers and provide financial products to meet customer...
...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...
...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...
...We have an opening for the Indore Locations:
*Wealth Managers*
* Total Opening: 06 (M&F)
* Experience: 3-7 Years
* Package: up to... ...same background & Relevant Experience of Sales. (Prefer from Banking or Top Broking House only)
* Excellent communication with a...
...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...
...InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and... ...Wealth Management, Asset Management, Investment Banking and Institutional Equities Research & Broking and...
Dear Candidates,
Good Day..!!.
Designation: Wealth Relationship Manager Grade: AVP
Legal Entity: Equitas Small Finance Bank Business Unit: Branch Banking
Division: Liabilities Department: Liabilities
Travel required: Yes Level of travel: Extensive
Level: Individual...
1) candidate should have knowledge about financial industry i.e. STOCK/MF/PMS/AIF. 2) candidate should be extrovert with excellent communication skills.
3) candidate should be presentable and quick learner.
4) prior work experience in financial services is mandatory.
5...
...Profile- Wealth manager Company- IIFL securitiesÂ
Location-Â Regus 701-02 Maloo 01 Business Center. Near Velocity, Ring Road. Indore... ...the same background & Relevant Experience of Sales. (Prefer from Banking or Top Broking House only)Â
* Excellent communication with a...
Job:Wealth Management
Location:Bangalore
Experience;3-8 Years
Level:Analyst to consultant
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...