Wealth relationship manager jobs

148 549 jobs

Wealth Relationship Manager

 ...acquisition (meet | pitch services | follow-up |close | maintain relationship) & thence achieve business targets Create new business...  ...Targets for month | quarter | year Help & Support company management to create a Marketing team of Super Freelancer & Freelancer from... 
Mumbai
5 days ago

Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

 ...Job Description : Kotak Wealth Management: The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth...  ...and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios.... 
Secunderabad
5 days ago

Relationship Manager Wealth Management

SALARY UPTO 8 LPA - LOCATION CHENNAI / BANGALORE / HYDERABAD  Performance - Achieve Sales Targets : To ensure that the desired numbers are achieved in terms of meeting clients, FP presentation and conversion. Learning & Growth - Improve Knowledge : To ensure that there...
Chennai
3 days ago

Wealth Manager

 ...for new client acquisition, building new relationships and increasing depth in existing...  ...customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement...  ...clients Excellent track record of managing portfolio of Clients and generating revenue... 
Ahmedabad
5 days ago

Wealth Manager

 ...Wealth Manager | Relationship Management | A Leading Securities Company Posted By: I Mates Consultants | Posted on: December 22, 2020 India Ernakulam/Cochin/Kochi Kottayam Kozhikode/Calicut Thrissur Trivandrum 450000-650000 RS 2-7 Job Description: Profile... 
Ernakulam
5 days ago

Senior Manager - Wealth Management

 ...Job Description - Senior Manager - Wealth Management (INS006975) With a startup spirit and 90,000+ curious and courageous minds, we have...  ...Highly adaptive and collaborative in new client relationship management, can communicate effectively & independently in internal... 
Gurgaon
5 days ago

Service Relationship Manager-WEALTH MANAGEMENT-Customer Service

 ...Proficient in Microsoft Applications - Excel, Word & PowerPoint Strong Communication and Interpersonal Skills thereby building relationships with clients Experience in investment/financial services & knowledge of Financial & Banking Products and Systems Achieving Cross... 
Mumbai
5 days ago

Service Relationship Manager-WEALTH MANAGEMENT-Customer Service

 ...RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their resolution...  ...oral communication skills Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication... 
India
3 days ago

Relationship Manager - Banking Solutions-Wealth Management-Banking Solution

 ...deliverables with limited day-to-day direction Ability to collaborate with, and learn from, colleagues across departments Project management skills and ability to take initiatives from conception to execution Hands on with MS Xls , word, power point, access etc.... 
Mumbai
10 days ago

Service Relationship Manager-WEALTH MANAGEMENT-Customer Service

 ...RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their resolution...  ...oral communication skills Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication... 
Kolkatta
19 days ago

Relationship manager

 ...Job openings for relationship manager in ahmedabad responsible to manage sales & expansion leading sales team selling investment product...  .../Medicinae Doctor Key Skills Sales Relationship Manager Wealth Management marketing About Company Company Name... 
Ahmedabad
5 days ago

Relationship Manager

 ...Job openings for relationship manager in kolkata Business Banking / Wealth Management experience in Banks, NBFC, Brokerage House, Job Description: The purpose of this role is to deliver target revenue and balance sheet growth from portfolio under management of... 
Kolkatta
5 days ago

Wealth Relationship Manager

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book . Analyze financial information obtain from clients to determine... 
Mumbai
a month ago

WEALTH/RELATIONSHIP MANAGEMENT

 ...Job description An exciting opportunity for Wealth management professionals with 10 years of strong knowledge of Financial products and...  ...people keen on growing their career while working in Wealth and Relationship management for acquiring new HNI/UHNI and corporate clients... 
Delhi
1 day ago

Senior Officer, Wealth Management Operations

 ...Job Description - Senior Officer, Wealth Management Operations ((***) ***-****) Senior Officer, Wealth Management Operations - ( (***) ***-**** ) Job : Private Banking and Wealth Primary Location Schedule : Full-time Employee Status : Permanent... 
Chennai
5 days ago

Relationship Manager Wealth Management

Key Job ResponsibilitiesAcquire new clients and Increase engagement of existing client by providing complete financial solutions across investments. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes...
Adyar, Tamil Nadu
5 days ago

Relationship Manager Wealth

 ...Job description Job Description Roles and Responsibilities Relationship Manager for Wealth Customers of bank. Responsible for Cross Sell ,enhancing client relationship Acquisition of new clients for bank Providing Complete banking and financial solution to customers. Sourcing... 
Panchkula
8 days ago

Cluster Relationship Leader Wealth

 ...Lead a team of RM- YFB for deepening & Up-Selling on key CA-led relationships Drive the superlative client servicing standards & rigor in...  ...development Core Responsibilities Relationship Management & Revenue Generation Manages Top clients in the portfolio... 
Surat
21 days ago

Relationship Manager Wealth Management

 ...Job description Reporting to Territory Manager Department Bancassurance. Key...  ...with the customer in the long term as their relationship manager. Support SP in performing need analysis...  ...Support SP in performing , Relationship Management , Wealth Management , PNB MetLife policies
Delhi
15 days ago

Relationship Manager(Wealth Management)

 ...Job description Job Description- 1. Responsible for managing a set of existing portfolio and achieving assigned targets. 2. Responsible...  ...for maintaining good synergies with other bank channels. 9. Relationship Management for HNI clients & their Retail banking needs, need analysis... 
Kochi
18 days ago