434 Wealth Jobs - Page 2

Hi, Please find the job description of NRI RM Hyderabad Leading Bank Designation: NRI RM CTC up to 14Lacs Job Summary: Responsible for acquiring, managing, and deepening relationships with NRI (Non-Resident Indian) clients. Focus on cross-selling banking products, ensuring high service standards, and achieving business targets. Key Responsibilities: Acquire new NRI clients and manage existing relationships. Offer investment, insurance, and loan products tailored to NRI needs. Conduct financial profiling and portfolio reviews. Ensure compliance with regulatory and internal guidelines. Achieve sales and revenue targets through effective client engagement. How to Apply : EMAIL: cv to selvi.sai@...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

Urgent Vacancy with Leading Bank Role- Premier Acquisition Manager Location - Chennai To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding. Identify potential catchment areas to acquire HNI/Affluent liabilities customers . To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to custo...

Urgent Vacancy with Leading Bank Role - Wealth Relationship Manager Location - Chennai Job Description Relationship management of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the high...

Urgent Vacancy with Leading Bank Role- Premier Acquisition Manager Location - Hyderabad To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding. Identify potential catchment areas to acquire HNI/Affluent liabilities customers . To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to cus...

Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore , Cochin, Trivandrum CTC up to 12Lacs Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and tr...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore & Rest of Karnataka Designation: Private Banker or Partner (Individual Role) Location: Bangalore, Hubli, Bijapur, Belgaum, Mangalore, Hospet, Mysore, CTC: 30Lacs to 45Lacs ( age limit up to 45 years) Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience fr...

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 CTC: 8Lacs to 15Lacs 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 relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities...

Roles and Responsibilities Starting with a 1 Month Potential Demonstration and backed by a comprehensive training, you will be absorbed as a Portfolio Manager post stipend period. You will learn to do Portfolio Analysis and Construction, Asset Management , Sector and Indices Watch leading to effective Portfolio Management for the clients assigned to you. You will be coached to conduct Financial research and analysis to manage the Portfolios and help the team provide superior returns. As a fast moving well established Indian Financial Services organisation, GREAT EASTERN looks forward to honesty, accuracy of data submitted and timeliness of reports as key enablers. Kindly note we are not an A...

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets ...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role Overview: You will be part of EY's Enterprise Risk Business Consulting team as a Senior Manager focusing on Internal Audit & Risk within the Financial Services sector. Your role will involve leading audit engagements and risk assessments for clients in the Wealth and Asset Management, Banking, and Insurance industries. You will provide strategic insights to enhance governance, risk management, and control processes, contributing to the growth of the service offering. Key Responsibilities: - Lead and execute client engagements within the Financial Services sector, meeting client expectations in the MENA region. - Interact with all levels of management, including C-Suite management, to pr...

Location: Delhi/NCR Job description The objective is to lead a TEAM of Relationship Managers and maximize sales by planning and implementing organization strategies. The role requires to drive market expansion in the assigned locations. The Team Leader will be responsible for driving business through his teams and guide team members. 1.Responsible for Sales from assigned distributors.(Banking channel) 2. Responsible for advising the bank suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling. 3. Visibility through Telephone calls, one to one meeting, regular disseminatio...

- 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@gmail.com

Job Title: BFSI / Financial Services Recruiter Location: Pune Experience: 2 to 6 Years Work Mode: Hybrid (Work from Office Pune) Industry: BFSI / Recruitment / Financial Services Job Description: We are looking for a dynamic and articulate BFSI Recruiter to join our in-house recruitment team in Pune. The ideal candidate should have experience in mid to senior-level hiring across key financial services verticals such as Wealth Management, Investment Banking, Broking, Consulting, and Wholesale Banking . Key Responsibilities: End-to-end recruitment for mid and senior roles in the financial services domain Source, screen, and interview candidates across BFSI verticals Collaborate with hiring man...

Acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. Responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance.

Acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. Responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance.

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences

Job Responsibilities: New Partners Acquisition Manage 100+ Partners for Sales Doing various training programs for partners to train them for various financial products Maintaining relationships with partners to generate business

Team Leader – Wealth Managers / Advisors Location: Dwarka- Delhi Experience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing * Mutual Funds, Insurance, PMS sales * NISM/CFP preferred Call- 9759214475

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

KINDLY RELEVANT CANDIDATES ONLY APPLY. Specification for the role- VIRTUAL RELATIONSHIP MANAGER Role/ Job Title: Elite Banker- First SELECT/ WEALTH/ NRI Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-...

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customer • Lead Closing • Handle the walk-in customer through tie-up Banks. Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 45 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

INDUSIND BANK Hiring Select Relationship Manager - Branch Banking Liabilities Job Summary : 1. The main job is to manage HNI clients in the branch/ area 2. Identify key staff in client companies to cultivate profitable relationships. 3. Client Management and relationship management will be the main KRA for the RM 4. Owning the revenue target for the region and monitoring team performance 5. Planning sales tactics, deal closures and revenue plan for the region/ Winning key accounts from competition and defending existing accounts Key Account Management : 1. Understand the problems and challenges of clients and identify ways the business could better address those needs. 2. Monitor and assess ...