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5.0 - 8.0 years
10 - 20 Lacs
mumbai, thane, navi mumbai
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
ahmedabad, gujarat
On-site
As a part of the functional team at Applied Software Pvt. Ltd., you will be responsible for the functional lifecycle of the software product utilized by leading investment managers, alternative investment funds, and hedge funds. Our flagship product, WealthSpectrum, is being utilized by global private banks, financial institutions, and investment managers worldwide. We derive great satisfaction from collaborating with distinguished industry leaders and esteemed clients, and are committed to developing software that is simple to use, stable, and reliable. Ideal candidates for this position will possess a Finance/Accounting background such as an MBA, CA, or CFA, along with strong analytical an...
Posted 2 months ago
5.0 - 8.0 years
10 - 20 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...
Posted 3 months ago
5 - 8 years
10 - 20 Lacs
Mumbai, Thane, Chandigarh
Work from Office
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...
Posted 4 months ago
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