75 Imperia Jobs

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore & Rest of Karnataka Designation: Private Banker or Partner (Individual Role) Location: Bangalore, Hubli, Bijapur, Belgaum, Mangalore, Hospet, Mysore, CTC: 30Lacs to 45Lacs ( age limit up to 45 years) Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience fr...

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling 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 ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Dear candidate, Urgent opening with leading bank. Designation : First Wealth & Current Account RM CTC : 13.88 LPA AGE - 33 Yrs (AGE Must be less than or equal to 33 Not more than that) First preference is for MNC Banks candidates. NO small Finance bank or Cooperative bank candidate. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com or whats app me on 8369367973 (Shrutika) Job Description : Client Acquisition & Portfolio Growth Identify, onboard, and nurture new high net worth / affluent clients. Generate leads, referrals, network to build client base. Relationship Management Maintain deep relationships with assigned clients, understand their financial goals, ris...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth 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 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of PMS, Wealth Management, Trade Forex, Term Loan, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth 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 Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stabili...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Position: Wealth Relationship Manager Location: Surat Product Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI) Industry: Banking / AMC Roles & Responsibilities: Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products. Achieve monthly sales targets across investment and insurance product lines. Deepen existing client relationships through regular review meetings and financial planning discussions. Ensure high levels of customer satisfaction through quality service and prompt query resolution. Conduct financial needs analysis to recommend appropriate investment and insurance solutions. # Interest...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com