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Area Manager - Investment Products QuickTurtle

5 - 9 years

10 - 15 Lacs

Varanasi, Ahmedabad, Surat

Hybrid

1) Drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2) Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location: Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai

Posted 1 month ago

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Relationship Manager Retail Banking Krishna Placement Services

5 - 10 years

8 - 12 Lacs

Ahmedabad, Surat, Vadodara

Work from Office

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial, banking, investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Posted 1 month ago

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Relationship Manager Retail Banking Krishna Placement Services

5 - 10 years

8 - 12 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

Posted 1 month ago

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Relationship Manager Retail Banking Krishna Placement Services

5 - 10 years

8 - 12 Lacs

New Delhi, Gurugram, Delhi / NCR

Work from Office

Posted 1 month ago

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