Branch Head - Wealth Mgmt - Mumbai & Pune (Wealth Mgmt FIRM ) The Firm P

10.0 - 14.0 years

45 - 50 Lacs

mumbai, pune

Work from Office

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile ; ( Local candidates from Mumbai & Pune Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspe...

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Branch Head - Wealth Mgmt - Pune, Kolkata, Bnglr (Wealth Mgmt FIRM ) The Firm P

10.0 - 14.0 years

45 - 50 Lacs

mumbai, pune

Work from Office

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

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Cluster Head -Largest NBFC Company- Pune, Mumbai, Delhi Yuva Global Services

10.0 - 15.0 years

12 - 22 Lacs

pune, delhi / ncr, mumbai (all areas)

Work from Office

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

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Multiple Relationship Manager S Pro Hr Consultancy Services

5.0 - 10.0 years

5 - 15 Lacs

bengaluru

Work from Office

Hiring for Aspire RM, PCARM, Signature RM & Insignia RM – Bangalore. 2+ years CASA experience is mandatory.

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Branch Head - Retail Branch Banking - Bangalore Rekrut India

8.0 - 13.0 years

12 - 20 Lacs

bengaluru

Work from Office

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 20Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures...

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Wealth Manager/ PCG - Stock Broking Co- Hyderabad Aspiring Mantra

4.0 - 9.0 years

4 - 9 Lacs

hyderabad

Work from Office

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

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