1488 Investment Products Jobs - Page 29

RB - Burgundy Private: Service Lead INTERNAL USAGE No. of Vacancies 1 Reports to Burgundy Private Head Is a Team leader N Team Size NA Grade AVP, VP Business Affluent Department Affluent Business Sub - Department Affluent CO Location About Burgundy Private Burgundy Private is a private platform, that caters to the high and ultra-high net-worth customer segments. The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients. About the Role The role of a Service Lead is to support the team of Burgundy Private Bankers and Managing partners to onboard new clients and to manage service to the existing clients through service partners. Key Responsibilities Ensuring end to end client experience enhancement - Build the right set of processes for ensuring seamless transaction execution for Burgundy Private clients. NPS to be best in class 76% target for service team - Ensure creation and dissemination of client experience survey for Burgundy Private clients. Process enhancements for better service efficiency - Create optimal TATs for client onboarding and service requests for Burgundy Private Hiring - Identify, acquire and train the right resources in the Service Partners team across key locations. Budget allocation - Ensure optimal coverage of Burgundy Private Service Partners in terms of the right level of mapping at the Partner and Clients (Families) level. Team structure - Mobilizing Service Lead role to ensure better productivity across locations with enhanced customer and team management Adhering to bank compliance requirements Ensuring team alignment for bank compliance Encouraging best practices in the team to ensure compliance adherence Qualifications Graduate or Post Graduate. 10+ yrs of work experience in NBFC sector. Role Proficiencies For successful execution of the job, a candidate should possess the following: Knowledge of Banking & Investment products & services Delivering the firm- pit the client at the heart of our business and deliver joined up services and solutions aligned to the customer s need Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times Coordinate with cross functional team to manage the TAT and customer experience Provides Support to Affluent RMs Abilities Ability to work effectively across functions Ability to prioritize and make decisions in a fast-paced environment Ability to work as a part of team and contribute towards team goals Ability to manage multiple tasks/projects and deadlines simultaneously

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

Job Description : Branch Relationship Head Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 6-11 years of experience in wealth management, financial analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide appropriate financial products. Cross-sell to mapped broking clients and services according to customer needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in wealth management, financial analysis, and business development. Strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Excellent communication and interpersonal skills are required to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are necessary to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. Profiling customers and providing financial products to meet their needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 11 years of experience in wealth management, portfolio performance analysis, and business development. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Excellent communication and interpersonal skills are required to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide financial solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Indore. The ideal candidate will have 11 years of experience in wealth management, sales, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Build strong relationships with clients to understand their financial goals and objectives. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, sales, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

We are looking for a skilled Investment Product Specialist with 11-15 years of experience to join our team in Delhi. The ideal candidate will have expertise in wealth management and investment products, with a strong background in the banking or financial services industry. Roles and Responsibility Assist in raising funds from HNI/UHNI clients through technical and fundamental research for equities and advise them accordingly. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminar/events. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to clients, prospects, and Relationship Managers. Stay updated on competitors'' investment capabilities, product offerings, and pricing policies. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Strong knowledge of wealth management and investment products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with HNI/UHNI clients and managing relationships with wealth managers.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or financial planning. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Implement strategies to retain customer profitability and increase overall customer satisfaction. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and compliance requirements.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Senior Relationship Manager to join our team in Mumbai. The ideal candidate will have 2-7 years of experience in sales, relationship management, or a related field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, relationship management, or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and interpersonal skills are required to build strong relationships with clients and internal teams. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills are necessary to provide tailored investment solutions. Experience in managing and growing a portfolio of high net worth exclusive clients is preferred. A graduate degree is required; an MBA/PGDM is preferred. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of investment products and services to its clients.

We are looking for a highly skilled and experienced Government Relationship Manager to join our team in Lucknow. The ideal candidate will have 2-7 years of experience driving AUM growth for Tata Capital and Tata Pension Fund by acquiring existing NPS subscribers from Central and State Government sectors. Roles and Responsibility Identify and engage with Central and State Government departments to promote Tata PFMs value proposition. Conduct on-ground awareness sessions, helpdesks, and educational seminars to facilitate informed decision-making. Drive physical and digital form collection, documentation, and back-end coordination for smooth PFM transition. Build and nurture strong working relationships with key officials across government departments. Ensure all subscriber acquisition and switching activities comply with PFRDA guidelines and internal policies. Provide periodic reports to regional leadership and central teams on performance, challenges, and opportunities. Job Minimum 2 years of experience in sales or relationship management, preferably in the financial services industry. Strong understanding of banking and financial services, including broking and investment products. Excellent communication and interpersonal skills, with the ability to build strong relationships with government officials and employees. Ability to work independently and as part of a team, with a focus on achieving sales targets and driving business growth. Strong analytical and problem-solving skills, with attention to detail and the ability to meet deadlines. Proficiency in Microsoft Office and other software applications, with excellent organizational and time management skills. A graduate degree is required; an MBA/PGDM is preferred but not mandatory. Additional Info The selected candidate will be responsible for promoting Tata Capital and Tata PFM''s performance, investment philosophy, and service advantages to drive voluntary PFM switches.

We are looking for a skilled Investment Product Specialist with 11-15 years of experience to join our team in Bengaluru. The ideal candidate will have expertise in wealth management and knowledge of investment products. Roles and Responsibility Assist in raising funds from HNI/UHNI clients through technical and fundamental research on equities. Regularly meet with active clients, convert dormant clients into active ones, and collaborate with wealth managers. Conduct regular regional visits for HNI client meetings and seminars. Send research reports to current and prospective clients and assist in writing quarterly client newsletters. Provide investment support, education, and guidance to clients, prospects, and Relationship Managers. Stay updated on competitors'' investment capabilities, product offerings, and pricing policies. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Possess strong knowledge of wealth management and investment products. Demonstrate excellent communication and interpersonal skills. Ability to work effectively with clients, prospects, and Relationship Managers. Exhibit strong analytical and problem-solving skills. Be familiar with IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in financial products such as Debt, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. Profiling customers and providing financial products to meet their needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 11 years of experience in banking or financial services, with a focus on wealth management and portfolio performance analysis. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills, with the ability to build strong relationships with HNI clients. Exhibit strong analytical and problem-solving skills, with the ability to provide financial solutions to meet customer needs. Ability to work in a fast-paced environment and consistently meet sales targets.

We are looking for a highly motivated and results-driven professional to join our team as a Customer Service Representative in the Financial Inclusion - Housing - EM - Sales department. The ideal candidate will have 2 to 7 years of experience. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 2 years of experience in sales or customer service. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills. Be capable of building strong relationships with clients and vendors. Have knowledge of financial products and services, including housing and loan options. For more information, please contact us at 6587242.

We are looking for a highly motivated and results-driven individual to join our team as a Customer Service Representative in the Sales - Financial Inclusion - Housing - EM - Sales department located in Amalapuram, Konkapalli, and J Grades. The ideal candidate will have 6-10 years of experience. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and foster a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Possess strong communication and interpersonal skills. Demonstrate the ability to work in a fast-paced environment and meet sales targets. Exhibit excellent problem-solving and analytical skills. Be capable of building strong relationships with clients and vendors. Have knowledge of financial products and services, including housing and loan options.

We are looking for a skilled Senior Relationship Manager to join our team in Mumbai, specifically in Goregaon (E). The ideal candidate will have 6-8 years of experience and a strong background in wealth management sales. Roles and Responsibility Develop and maintain strong relationships with high net worth individuals to understand their financial goals and provide tailored investment solutions. Identify new business opportunities and expand existing client relationships through effective communication and relationship building. Conduct thorough needs analysis to create personalized investment plans that align with clients'' objectives. Provide expert advice on investment products, including mutual funds, equities, bonds, and other financial instruments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Job Proven experience in wealth management sales, preferably in the banking or financial services industry. Strong knowledge of investment products, including mutual funds, equities, bonds, and other financial instruments. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and issues promptly. Experience working with high net worth individuals is preferred.

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.