6 Client Portfolios Jobs

As a candidate for the role of managing Key Clients HNIs and Ultra HNIs at Yes Bank, your responsibilities will include: - Providing expert relationship management experience to Key Clients HNIs and Ultra HNIs. - Collaborating 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. - Anticipating and being sensitive to shifting customer expectations and taking appropriate measures to ensure that Yes Bank stays ahead of competitors. - Maintaining a strong working knowledge of client portfolios/products to gain business wallet share from HNI and Ultra H...

Role Overview: You will be responsible for managing Key Clients - HNIs and Ultra HNIs, providing expert relationship management experience. In liaison with the Corporate and Institutional Banking team, you will drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipating shifting customer expectations, you will take appropriate measures to ensure Yes Bank stays ahead of competitors. You will need to maintain a strong working knowledge of client portfolios/products to gain business wallet share from HNI and Ultra HNI clients. Regular engagement with mapped relationships, maintaining portfolio qua...

As a PBE Support at our company, you will play a crucial role in assisting Private Bankers in acquiring, servicing, and retaining clients. Your responsibilities will include supporting service managers in complying with internal processes, completing periodic reviews, generating statements, and coordinating with internal teams. You will be instrumental in delivering overall business objectives, meeting targets, and providing exceptional service to clients, both internal and external. Additionally, you will be the main point of contact for day-to-day operational matters and will lead all client-related administration tasks. Key Responsibilities: - Manage internal process requirements such as ...

You will be joining our team for the Stock Broking + Distribution vertical as a Business Development Manager. Your main responsibility will be to drive growth through the identification of new business opportunities, the establishment of relationships, and the development of strategic partnerships. Your contribution will be vital in expanding our market presence and ensuring the overall success of the company. Previous experience in financial sales, wealth management, or business development is essential for this role. Your key responsibilities will include: 1. Lead Generation: Generating new leads and acquiring clients for the broking and wealth management business. 2. Relationship Manageme...

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds p...

As an Associate at Siddhant Advocates in Bhopal, Madhya Pradesh, you will be responsible for handling trial courts, civil and commercial litigation cases. You should have strong Legal Research skills, both offline and online, along with a good understanding of civil and commercial litigation processes and trial court proceedings. Knowledge of online court hearings infrastructure is essential for this role. In this position, you will be required to independently work on drafting legal documents. Proficiency in the English language is a must, as you will be communicating with clients and handling their portfolios. The salary for this position will be based on your knowledge and work experience...