Search Results: 155,584 vacancies
...Insurance & Structured products offerings.
Manage clients through client visits, suggest... ...have experience of managing / acquiring wealth & HNI Customers.
Required Profile... ...Graduate with relevant Experience.
Good relationship management and service focus skills.
Good...
...Job Role:
Develops new and expands existing High Net worth Customer relationships for liabilities.
Sources new bank customers through external individual efforts and acquisition channel
Ensures high levels of customer service orientation and application of bank...
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
analysis...
...based investment products to this set of Wealth customer base. Should have effective... ...skills and should be excellent in conflict management. . Will be responsible to develop business... ...& target oriented. Should possess strong networking & relationship building skills....
...Calling Experienced Wealth managers and relationship managers for an exciting opportunity at Private banking outfit. Best part: We do not Sell Insurance products to our clients, and measure our team performance through AUM being managed and client satisfaction orientation....
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...
...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment... ...products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services...
...have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI clients... ...amount would be Rs 1 crore and above.
Advisory and Relationship Management
6. Maintaining client relationships and generate...
...clients, identify their needs and provide them with right financial planning assistance and asset allocation.
. Build and deepen relationships with existing HNI customers to achieve increase in share of wallet.
. Cross sell products and services to clients by...
Hi All,
Greetings from LMV Financial Services Pvt. Ltd.!!!
We are hiring for Wealth Executive /Wealth Manger/Relationship Manager Profile .
Experiance Required -0-8 Yrs
Fresher - M.B.A or Pursuing M.B.A can apply.
Experiance Candidate must have Prior work experiance...
...Kotak Wealth Management:
The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India... ...and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios....
Hello,
Have an Opening for Wealth Advisor with Leading Bank.
Location: OMAN
Kindly... ...ahead.
Job Purpose
To enhance the relationship value of the customers and to acquire... ...by providing customer-oriented wealth management solutions, through an established process...
...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...
...company.
Able to structure deals and develop strong client relationships and increase revenue for the company.
Responsible for... ...development,client servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales track record,written...
...Role/Job Title : Relationship Manager-First Wealth
Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives
Job Description:
A Senior NRI Wealth Relationship Manager would primarily...
...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...
...Job Description:
Job Title: Relationship Manager - Private Wealth Management
Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients....
...funds through acquisition of new preferred HNI/Ultra HNI Clients. - To provide exceptional service to existing clients, deepening relationships and investments from them. - Acquiring new clients through multiple channels like e-mail marketing, networking, IAP's and calling...
Rs 2 - 4.2 lakhs p.a.
...Acquisition: Responsible for acquiring new clients and nurturing relationships with existing ones.
2. Investor Network Enhancement:... ...leveraging existing connections, and increasing Assets Under Management (AUM) for the organization.
Desired Skills:
1. MBA in...
