3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

The key responsibilities for this role include: Strategic/ Managerial Responsibilities - Building a focus towards investment cross-sell among Relationship Manager (RM) population and increasing investment penetration of High Net Worth Individual (HNI) clients. - Transitioning towards an advisory model on wealth products for HNIs by providing structures across platforms, including alternate products. Core Responsibilities - Ensuring activation of RMs and focus on investment products. - Participating in joint meetings to increase volumes and new investment penetration of the portfolio. - Ensuring 100% compliance with regulatory matters, including Employee Unique Identification Number (EUIN) an...

Posted 1 month ago

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Investment Specialist Yes Bank Limited

5.0 - 15.0 years

10 - 17 Lacs

Hyderabad / Secunderabad, Telangana, Telangana, India

On-site

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timel...

Posted 3 months ago

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Relationship Manager (PMS) Ventura Securities

5.0 - 7.0 years

7 - 9 Lacs

Ahmedabad

Work from Office

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Ahmedabad region. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and performance. Achieve and exceed assigned sales targets and revenue goals for PMS. Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact. Conduct regular...

Posted 3 months ago

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