655 Amfi Jobs - Page 19

We are looking for a skilled professional with 6 to 11 years of experience to join our team as a Sr. Relationship Manager - Wealth in Jaipur. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per cu...

We are looking for a skilled Investment Product Specialist with 11-15 years of experience to join our team in Bengaluru. The ideal candidate will have expertise in wealth management and knowledge of investment products. Roles and Responsibility Assist in raising funds from HNI/UHNI clients through technical and fundamental research on equities. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminars. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to cli...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturin...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure ...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Surat. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure port...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients....

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and provide services according to cus...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-10 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure...

We are looking for a highly skilled and experienced professional to join our team as a Manager - Advisory - Wealth in Mumbai. The ideal candidate will have 11-14 years of experience in the field. Roles and Responsibility Advise retail customers on optimal allocation of savings across basic asset classes to meet their investment objectives. Develop, present, and record financial planning, investment reports, and advisory recommendations for individuals and families. Maintain ongoing client relations through timely communications and integrity in all actions. Document client information in Customer Relationship Manager (CRM) and manage a to-do list. Collaborate with the team to monitor portfol...

We are looking for a highly skilled and experienced Investment Product Specialist to join our team in Mumbai - Goregaon (E) - MM. The ideal candidate will have 2-7 years of experience. Roles and Responsibility Assist in raising funds from HNI/UHNI clients with technical and fundamental research for equities and advise them accordingly. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminar/events. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to client...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capt...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain custome...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2-5 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a l...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and MM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by captu...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 11 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and deliver tailored services acc...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 11 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of their wallet. Ensure portfolio profitability by generating high income p...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet. Ensure portfol...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 6-11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure po...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by ca...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management and portfolio performance analysis. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and re...

We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Kolkata. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Develop and implement cost-effective distribution models to drive business growth. Meet monthly, quarterly, and annual sales targets for the region. Coordinate and ensure timely collection of daily, weekly, and monthly targets. Appraise and review the performance of TCFSLs team in the region. Build and maintain client relationships, both internal and external. Ensure customer satisfaction and achieve target achieveme...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing...