Branch Banking (Retail Liability)- Bangalore Hiring Street

1.0 - 6.0 years

4 - 9 Lacs

bengaluru

Work from Office

Building and maintaining strong relationships with ultra HNIs, understanding their financial goals, and Maintain portfolio, providing personalized banking and financial solutions.\ Actively engage in acquiring new customers for CASA accounts.

Posted 2 days ago

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Wealth Management Advisor YUnity Recruitment

2.0 - 5.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job Description Mandatory Skills Demat, Mutual fund, PMS, Insurance, Equity dealer HNI Client ,NISM VIII(Mandatory),Terminal Operator Delhi,Gurgaon,Mumbai,Kolkata,Hyderabad,Bangalore, Indore,Pune Exp- 2-5yrs Show more Show less

Posted 1 week ago

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Customer engagement channel team leader Boyen Haddin

4 - 8 years

9 - 19 Lacs

Mumbai

Work from Office

We are seeking a dynamic and results-driven Customer Engagement Channel Team Leader to manage and optimize customer interaction channels (such as email, chat, social media, and voice). This role involves leading a team to ensure timely, personalized, and effective engagement that drives customer satisfaction, loyalty, and business growth. Key Responsibilities: Lead a team responsible for managing customer engagement across multiple digital and traditional channels. Monitor daily team performance and ensure SLAs and KPIs are met. Develop and implement channel-specific strategies to improve customer experience. Collaborate with marketing, sales, and product teams to align engagement activities with business goals. Train, coach, and mentor team members on best practices, tools, and customer-centric communication. Handling team of rm ,sale of mutual funds, pms ,aif, portofolio management,accqusition of hni and ultra hni

Posted 4 months ago

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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.

Posted Date not available

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