Average salary: Rs786,794 /yearly
More stats ...We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a...
...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...
...acquiring deepening and upgrading all ETB and NTB relationships of the bank.Appropriately assess risk when business decisions are made ,... ...behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Create and maintain...
...Job - Senior Wealth Manager Job Type- 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 relationships. The...
...We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location.
Designation: - Sr. Manager /... ...Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products : Mutual...
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...
...Job Title Wealth Manager- Financial Services (New Delhi) Skill required .
2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus....
...The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate...
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...
...Company Description : Kotak Mahindra Bank : Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered... ...of personal finance, investment banking, life insurance, and wealth management Role Description : This is a full-time on-site role for a...
...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...
...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...
...Roles & Responsibilities : - Relationship management of the premium customer segment of the Bank. - Generate new business to achieve defined sales targets across various Banking and wealth products. - Build and deepen relationships with existing Pioneer Customers to achieve...
- Recruit quality advisors to build a strong advisor base. - Help advisors in lead generation, prospecting, and business development. - Ensure that advisors provide right financial solutions to customers. - Adhere to required business processes and norms. - Achieve the business...
...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 - 8 lakhs p.a.
...possess excellent communication skills. Candidates should be good at relationship management and selling of financial products. Candidates should have good knowledge about financial products.
Wealth Management,Mutual Fund,HNI,Investment,B2B,SALES
Designation: Wealth...
...partner/advisors/connectors & open market. - Effective liaison with banks/NBFCs for processing of loan cases. - Devise and implement... ...written and verbal communication skills - Strong team worker who can manage multiple stakeholders - Must be highly sales oriented and results...
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...
...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...
...Position Overview:
We are seeking a highly skilled and experienced Manager to join our Banking & Treasury team. The Manager will be responsible for overseeing and managing various banking and treasury functions including cash management liquidity management financial risk...
...activating customers on digital platforms - Assist Senior Sales Manager in catchment mapping and branch scoping exercises - Provide regular... ..., HNI customers and build a strong visibility for IDFC First Bank. - Working on key central Initiatives and seeking regular referrals...
...-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...
...Job Description
Summary role description:
Hiring for a Technical Project Manager – Digital Banking for a leading digital banking service provider.
Company description:
Our client is a Singapore Headquartered leading digital banking solutions provider, with a...
"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...
...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,...
...FD) by strengthening relationship with existing clients . - Sell bank products (e.g., Life Insurance, General Insurance, Home Loans,... ...banking products and operational processes. - Strong relationship management skills, with preference given to candidates who already possess...
...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,...
Rs 5 - 8 lakhs p.a.
...Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients... ...maintenance.
It also includes use of Wealth management Application actively for... ...management.
Acting as an interface between the bank and its HNI customers to provide complete...
...Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign...
...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...