63 Aum Portfolio Jobs - Page 3

Position: Senior Relationship Manager Job Description: - Conduct daily sales calling with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to clients basis their requirements and goal. - Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line. -Update and cross sell products to existing clients...

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing ...

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share ...

1. Client Relationship Management 2. Financial Need Analysis 3.Wealth Mgmt Strategy 4.Portfolio Construction & Mgmt 5. Investment Advisory 6.Financial Planning 7. Business Development 8.Compliance Regulatory and Adherence 9 AUM Growth

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Le...

Role & responsibilities Dealing with Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to ...

Role & responsibilities Job Description Relationship Manager , Handling Affluent(HNI/UHNI) customers. Exp- 6 to 14 Years Wealth Banking Knowledge ( Mutual Funds , Insurance , SIPs, AIF, family wealth mgmt., Private banking RMs) Portfolio/AUM Size 100 crores & above Excellent Interpersonal skills ( Communication, Negotiation, and convincing skills , Outspoken and good at explaining banking products) Good at financial planning Advisory Well groomed, Excellent communication Skills Experience should be more than 8 years. Interested candidates drop your cv Contact: 7207997185

Role & responsibilities Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. To contac...

Our Client from the Stock Broking Industry is looking for Wealth Managers. We are seeking a highly driven and client-focused Wealth Manager to join our dynamic team in the stock broking industry. The ideal candidate will be responsible for managing and growing a portfolio of Mutual funds, HNI and UHNI clients by offering personalized investment advice and wealth management solutions, primarily in equities and other market-linked instruments.. Perspective Key Responsibilities 1. Client Acquisition & Relationship Management Identify and onboard HNI/UHNI clients through direct channels, references, and networking. Build deep, long-term relationships by understanding individual financial goals, ...

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI custo...

Position: Senior Relationship Manager Job Description: - Conduct daily sales calling with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to clients basis their requirements and goal. - Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line. -Update and cross sell products to existing clients...

Job Title : Affluent Wealth Relationship Manager Location : Chennai Were looking for a Relationship Manager to join our Wealth Management team, focused on managing and acquiring HNI (High Net Worth Individual) clients. Key Responsibilities : Bring in and manage Affluent & Super Affluent clients . Advise clients on their financial portfolios , investments, and wealth-building strategies. Generate AUM (Assets Under Management) and deepen wallet share from existing clients. Track market opportunities and acquire new HNI clients . Collaborate with internal product and research teams to offer tailored investment solutions. Participate in business development activities like workshops and seminars...

Urgent Requirement for Signature Relationship Manager Location - Thane / Vashi Exp - 5 years plus Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews ; financial check-ups for each client at defined frequency. Collaborat...