435 Wealth Jobs - Page 3

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 ...

Dear candidate, Urgent opening with leading bank. Designation : First Wealth & Current Account RM CTC : 13.88 LPA AGE - 33 Yrs (AGE Must be less than or equal to 33 Not more than that) First preference is for MNC Banks candidates. NO small Finance bank or Cooperative bank candidate. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com or whats app me on 8369367973 (Shrutika) Job Description : Client Acquisition & Portfolio Growth Identify, onboard, and nurture new high net worth / affluent clients. Generate leads, referrals, network to build client base. Relationship Management Maintain deep relationships with assigned clients, understand their financial goals, ris...

Hiring for Leading AMC Role & responsibilities To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. 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 spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers Preferred candidate profile Having good...

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Lucknow location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: -...

Key Responsibilities Lead and manage sales operations of the branch for IFDG (Independent Financial Distribution Group). Drive product distribution through IFDs: mutual funds, IPOs, fixed deposits, bonds, etc. Achieve branch targets for new client acquisition, assets under distribution, revenue & growth. Oversee crossselling of related financial products (insurance, credit cards, loans etc.). Ensure that all KYC, compliance, and regulatory requirements are met. Recruit, coach, mentor and manage the branch sales team; set and monitor their targets. Maintain relationships with key stakeholders: IFAs, distributors, leads, clients. Monitor competitor activity & local market conditions, identify ...

Triple 'A Core Secondary Skillset - Java, and Java scripting, Web related skills (not limited to HTML 5, CSS and AJAX), TAP-WTX / Wealth Suite " Implementation for Private / Wealth business domain. Exp. 4 to 12 Required Candidate profile using Dev Ops tools like Ansible, GIT, Jenkins etc. Dev Opslike Ansible, GIT, Jenkins etc.Unix & Solace development Proficient in Triple A scripting language. Have exp.in creating Formats & Screens

Job description: 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 spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Job description: 1.Responsible for Sales from assigned distributors. 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 dissemination of marketing material (Fact sheets, Brochure), mailers, group meetings. 4. Take steps for development of long term relationship/association with the key/potential clients in order to generate repetitive business. 5. Should be sensitive to the needs of clients in terms of Product Updates, Query resolution and ensure proper follow up ...

Internal Auditor Asset & Wealth Management (Ireland) Location: Hyderabad Department: Internal Audit Employment Type: Full-time Shift: 3PM- 12 AM || 4PM- 1 AM Position Summary We are seeking an experienced Internal Auditor to join our Internal Audit (IA) team, This role will be responsible for executing internal audit activities that assess risks and controls within Irelands Wealth Management business and, where applicable, across the broader Asset Management business. The successful candidate will have a strong track record of delivering audits in accordance with IIA standards and possess hands-on experience with key regulatory frameworks in Ireland. Key Responsibilities Execute audit work i...

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai / Navi Mumbai / Central Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies...

Responsibilities: * Manage client relationships through mutual fund sales & investment advice. * Acquire HNIs for wealth management services. * Execute demat transactions with securities brokerages. Sales incentives

Dear Candidate, Urgent Hiring for RM across Mumbai LOCATION : Across Mumbai CTC : Upto 11- 12 LPA INTERESTED CANDIDATE CAN REVER BACK WITH UPDATED RESUEME ON qcnaukri1@gmail.com ANY QUERY FEEL FREE TO CALL Shrutika : 8369367973 / 022-40697708 KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets 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 branch customers, which are mapped Informs customers of new products or product enhancements further to expand th...

Dear Candidate, Urgent Hiring for RM across Mumbai LOCATION : Across Mumbai CTC : Upto 11- 12 LPA INTERESTED CANDIDATE CAN REVER BACK WITH UPDATED RESUEME ON qcnaukri1@gmail.com ANY QUERY FEEL FREE TO CALL Shrutika : 8369367973 / 022-40697708 KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets • 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 branch customers, which are mapped • Informs customers of new products or product enhancements further to...

Opening with Leading Bank Branch Relationship Head | Chennai Position: Branch Relationship Head (Team Handling) Location: Chennai CTC: Up to 15 LPA Experience: Minimum 7 years in banking with Liability or Mutual Fund or Wealth Management experience required Key Responsibilities: Lead and manage a team of Relationship Managers Build and maintain strong relationships with high-value clients Drive sales, cross-sell banking products, and ensure revenue growth Collaborate with internal teams for seamless service delivery Contribute to strategic planning and business development How to Apply: Email your CV to: selvi.sai@upgrad.com WhatsApp your CV to: 9361184170 Call: 9361184170 Regards, Selvi Sai...

• 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 36 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Navi Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to ot...

Job Description: You will be responsible for managing the investment portfolio of HNI/UHNI clients in collaboration with Relationship Managers. Your key responsibilities will include: - Analyzing investment products and determining which product is appropriate for the clients - Increasing the Branch AUM - Supporting and handholding Relationship managers in joint calls - Maintaining MIS and driving business across mapped branches - Coordinating with AMCs and ensuring compliance while distributing the products - Training new RMs on Products and Markets - Owning investment targets assigned to mapped branches - Monitoring portfolios, rebalancing, and conducting reviews - Demonstrating strong con...

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore ,Hyderabad. Chennai CTC up to 20Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regu...

Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore , Chennai & Cochin , Kottayam, Calicut, Belgaum, Mysore 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 tar...

Work Level : Individual Core : Result Driven, Responsible, Networking Leadership : Building Work Relationships Industry Type : Asset ManagementFinancial Services Function : Investment Banking, Private Equity & VC - Other Key Skills : Investment Advisor,Investment Counseller,Investment Counsellor,Investment Specialist,Private Client Group,Relationship Manager,Wealth,Mutual Fund,Mutualfund sales Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Key Skills: Manage the investment Portfolio of HNI/UHNI Clients in collaboration with Relationship Managers. Analyze investment products and determine which product is appropriate for the clients Responsible to i...

Role & responsibilities Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products (B2B sales) To generate fresh leads and acquire clients through reference to shore up the clientele Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Develop and maintain a long-term relationship with Channel partner One point of contact for the assigned client To execute monthly sales plan to a...

Company- Aditya Birla Money Position- Assistant Area manager Years of exp- 4+ Ctc- upto 7 LPA NP - imm to upto 2 months Age- max upto 32 years of age Locations- Chennai,Trichy, udaipur, chandigarh, durgapur, Meerut, Mumbai Selling multiple financial products with the help of 50- 100 freelance, part-time salaried distributors on vendors payroll. The candidate will also be responsible for recruiting and developing a team of agents. The product portfolio includes broking, mutual funds, life insurance, health insurance, cards and loans.

In this role as an Executive Director - Securities Operations Senior Manager at Wells Fargo, you will be responsible for managing professional teams accountable for the overall operational performance of the Securities Settlements line of business. Your key responsibilities will include engaging with internal partners and peers, identifying and recommending opportunities for process improvement and risk control development, determining appropriate strategy and actions to meet high-risk deliverables, developing policies and procedures, collaborating with professionals at all levels, and leading the team to achieve objectives. You will also manage the allocation of people and financial resourc...

Role- Priority / Burgundy Relationship Manager Locations: Bangalore Job Description: - Provide financial solutions to the customers while maintaining high service standards. - Maintain complete customer profile including the risk profile, demographics and assets in the bank. - Enrich relationships and garner higher wallet share through customer engagement activities. - Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products. - Identify potential customers who can be sold tailored products to enhance product penetration. - Acquire new customers by converting referral leads. - Achieve targets as assigned by the organization on a mont...

Urgent Vacancy with Leading Role - Branch Relationship Manager - Leading Bank Location - Chennai Job Description: Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring New to bank customers and building new relationships Achieving acquisition and deepening value targets Sourcing various liabilities products such as RD, TD MF, LI etc Deepen and grow the balances of mapped book to increase total relationship value (TRV). Develop strong and sustainable customer relationships and increase product per customer. Interested candidates can WhatsApp to 8925889567