AVP/ VP - HNI Portfolio Management - Leading Bank - Bangalore - 25Lacs Rekrut India

10.0 - 20.0 years

15 - 25 Lacs

bengaluru

Work from Office

Opening with Leading Banks Bangalore Job Title: Relationship Manager AVP / VP Grade (Individual Role) Department: Retail Branch Banking – Wealth / HNI Segment Location: Bangalore Grade: AVP / VP CTC - up to 25L Experience: Minimum 10 years in Relationship Management / Wealth Management, preferably with experience handling HNI portfolios in Retail Branch Banking Role Objective: To acquire, engage, and grow a high-value portfolio of NHNI/UHNI clients by providing end-to-end personalized wealth and banking solutions. Key Responsibilities: Manage a portfolio of 100–150 HNI clients with consistent engagement Acquire new-to-bank HNI clients with a minimum relationship value of 20 Lakhs+ Ensure pro...

Posted 2 weeks ago

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Hiring Wealth Manager For Finical Services Jobs Territory

5.0 - 10.0 years

15 - 30 Lacs

new delhi, chennai, mumbai (all areas)

Work from Office

Role & responsibilities - Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unde...

Posted 2 weeks ago

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AVP - Wealth Relationship Manager - Hyderabad Rekrut India

7.0 - 12.0 years

11 - 18 Lacs

hyderabad

Work from Office

Hi Opening in Leading Bank for the following position Designation: Privy RM Wealth Management Grade: Senior Manager & AVP CTC up to 18Lacs Location: Hyderabad Job Description: Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and e...

Posted 3 weeks ago

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AVP - RM (Portfolio Management) - Bangalore - Banking 25Lacs Rekrut India

10.0 - 20.0 years

15 - 25 Lacs

Bengaluru

Work from Office

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...

Posted 1 month ago

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Lead Structured Product & Solutions Yubi

4.0 - 8.0 years

4 - 8 Lacs

Chennai, Tamil Nadu, India

On-site

Responsibilities Understand the deal contours and structuring the deal basis the investor and client requirements Preparation of Term sheets, Cash Flows, Liasing with Lawyers for definitive Documentation Understanding the law and regulations with respect to Yubi product offerings to facilitate the negotiations on complex legal documents. Coordinating with multiple counterparties such as Issuer, Investors, Trustee, Law Firm, Rating Agency, Stock exchange, Depository, RTA, Auditor etc. to facilitate the execution process. Addressing queries with regards to cash flows or Bond/PTC details to investors and/or Issuers Helping Sales/Ops team with specific Bond/PTC related inputs, cash flows if need...

Posted 3 months ago

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AVP - Wealth RM (Portfolio Management) - Bangalore - Banking 25Lacs Rekrut India

10 - 20 years

15 - 25 Lacs

Bengaluru

Work from Office

Posted 4 months ago

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Immediate Joinee - Portfolio Management - Leading Bank - Bangalore. Rekrut India

8.0 - 13.0 years

10 - 20 Lacs

bengaluru

Work from Office

Hi, We have an excellent Opening in Leading Bank for the following role and location HNI Relationship Manager NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Bangalore (Sarjapur, Electronic City, MG road, Whitefield, Marathahalli, Yelahanka, Koramangala, Vijayanagar, Kalyan Nagar, Ulsoor, Frazer Town, Hosur. Responsibilities for Relationship Manager •Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relatio...

Posted Date not available

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