436 Wealth Jobs - Page 10

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superio...

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equit...

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Bu...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, with a strong background in managing relationships and driving business growth. Roles and Responsibility Develop and maintain strong client relationships to increase sales and revenue. Identify new business opportunities and expand existing customer relationships. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the market. Meet or exceed monthly and quarterly sales targets and performance goals. Prov...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably in retail mortgages. Roles and Responsibility Manage and maintain strong relationships with existing clients to ensure customer satisfaction and retention. Identify new business opportunities and develop strategies to acquire new customers. Conduct market research and competitor analysis to stay informed about industry trends. Collaborate with internal teams to provide comprehensive solutions to clients. Develop and implement effective sales plans to meet or exceed monthly targets. Provi...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on Mutual Fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries ...

We are looking for a highly motivated and experienced Business Development Officer to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-5 years of experience in the BFSI industry. Roles and Responsibility Develop and implement effective business strategies to achieve sales targets. Build and maintain strong relationships with clients and stakeholders. Identify new business opportunities and expand existing customer relationships. Collaborate with cross-functional teams to drive business growth. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job...

We are looking for a highly motivated and results-driven Associate - Telesales with 1-2 years of experience to join our team at Equitas Small Finance Bank in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with clients through effective telesales techniques. Identify new business opportunities and generate leads through cold calling and other sales strategies. Conduct market research to stay updated on industry trends and competitor activity. Collaborate with internal teams to achieve sales targets and expand the customer base. Provide excellent customer service and support to existing clients. Meet or exceed monthly and quarterly sales targets consisten...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 4 to 9 years of experience in the BFSI industry, with a strong background in managing Mutual Funds relationships. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales of Mutual Funds products. Identify new business opportunities and expand the client base through networking and referrals. Provide excellent customer service and promptly resolve client queries and issues. Collaborate with internal teams to stay updated on market trends and product offerings. Achieve sales targets by promoting...

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with knowledge of micro mortgages. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. Identify new business opportunities and expand existing customer relationships through effective sales strategies. Conduct thorough analysis of client financial data to provide expert advice on investment products and services. Collaborate with internal teams to ensure seamless delivery of banking products...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide excellent customer service and support to clients. Collaborate with internal teams to achieve sales targets and objectives. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of client needs and preferences. Job Requirements Proven experience as a...

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financi...

Role & responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering HNI Portfolio Investment Services - It also includes use of applications actively for designing product suitability matrix, financial planning for the customers - Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing - To Enhance & Retain customer profitability by capturing larger share of Wallet - Ensuring compliance with branch SOP and control in sales and service - Deepen the relationship by Cross selling Banks Products ( Mutual Funds, LI, GI )

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Hurry! Job Openings in Leading Bank Cochin We are hiring for the following positions in Cochin with a reputed bank: Desired candidate: Only from Banking sector, with similar experience. Open Positions:1. Branch Head CTC: Up to 14 Lacs (Up to 17 Lacs for female candidates) Responsibilities: Lead a result-oriented team and manage overall branch profitability Drive high-quality customer service and relationship management Ensure achievement of branch targets through business development and cross-sell initiatives Open Positions: RM Wealth CTC: Up to 13 Lacs Responsibilities: Manage and grow a portfolio of high-net-worth clients Offer wealth management solutions and drive investment product sale...

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. ...

Job description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for iden...

Urgent requirements for a leading Bank Positions: TELLER RELATIONSHIP MANAGER CASA, CURRENT ACCOUNT RM, WEALTH RM, PORTFOLIO RM, CORPORATE SALES RM, SALES MANAGER CORPORATE SALES (Team Handling) Ctc: 4 lap to 8 lpa for CASA roles 5lpa to 12 lpa for Corporate sales role Locations: Bangalore, Hyderabad, Chennai If interested please contact Swathi SWATHI HR SOLUTIONS 8501808133 swathihrsolutions@gmail.com

Job Opportunity at Pvt. Bank Mumbai Position: Relationship Manager – Wealth Location: Mumbai Products: CASA, Mutual Funds, Life Insurance Eligibility Criteria: Minimum 4 years of experience in banking Must have managed a strong portfolio of HNI clients How to Apply: Send your CV via WhatsApp: 9625167282 Or email it to: mukesh.dhawan@v-konnect.com

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Empl...

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com