Affluent Relationship Manager AVP/DVP Kotak Mahindra Bank- Mumbai Pune Executive Resource Consultants

6.0 - 11.0 years

16 - 25 Lacs

navi mumbai, pune, mumbai (all areas)

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If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formul...

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Executive Assistant (Wealth Operations) - Client Relationships Baker Street Fintech

1.0 - 6.0 years

2 - 6 Lacs

pune

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Executive Assistant (Wealth Operations) - Client Relationships We're looking for a sharp, detail-oriented Executive Assistant to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing,...

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Mutual Fund Operations - Client Relationships Associate Baker Street Fintech

1.0 - 6.0 years

2 - 6 Lacs

pune

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Mutual Fund Operations - Client Relationships Associate We're looking for a sharp, detail-oriented individual to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-orie...

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Leading Bank require RM's/Portfolio/Wealth/Investment Banking V Konnect

3.0 - 8.0 years

6 - 13 Lacs

new delhi, faridabad, delhi / ncr

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Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Posted 2 weeks ago

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Wealth Manager Sharekhan

4.0 - 8.0 years

7 - 12 Lacs

bengaluru

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Role & responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

Posted 4 weeks ago

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Wealth Manager Sharekhan

4.0 - 8.0 years

7 - 12 Lacs

Bengaluru

Work from Office

Posted 3 months ago

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