4011 Wealth Management Jobs - Page 46

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer.

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Delhi NCR Location/ AVP and DVP Grade. Interested candidates can share their CV on " priyadarshini.pradhan@kotak.com " Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

This is a semi-voice process. As a support agent, you will interact with partners and customers on behalf of the organisation through support channels such as the HelpDesk, emails, phone, and social media platforms. You will provide customers with information on products and services and resolve any problems they might face to ensure high customer satisfaction. Over time, you will also learn about Wealth Management. Responsibilities 1. Receive incoming calls from Partners and Customers and resolve theirRequirements 1. The ideal candidate would have 2-5 years of support experience in the BFSI sector. 2. Good verbal & written communication skills with a minimum 30 words per minute typing speed 3. Good Telephone etiquette and ability to follow SOP and scripts 4. Knowledge of financial products like MF, Insurance, and stocks 5. Experience in MF or KYC, or stock broking operations 6. Fluency in English and Hindi (Fluency in more languages will be a plus) 7. Willingness to work in rotational shifts & week offs. Work Location - HSR Layout, Bangalore. queries/complaints. 2. Respond to queries/complaints of Partners, Customers & RMS received via tickets/chats. 3. Out-call the RMS, Partners, and Customers when needed (as per business requirements). 4. Explain / Educate the RMS, Partners, and Customers on our tools and products. 5. Provide exceptional Partner / Customer service.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing Relationship Manager - Wealth Management/ Pvt Banker

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

Responsible for including HNIcustomers,offering them a superior customer,experience to enhance the profitability of the relationship by increasing the relationship size,crossselling the right products,family a/c’s,retaining,enhancing the relationship Required Candidate profile Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House. Ensuring 360 Perks and benefits client engagement–“Total Client Ownership”.

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

What are we looking for Quick Turtle is seeking a seasoned professional for a VP / AVP / Manager role in PCG (Private Client Group) Advisory. This position is crucial for acquiring and managing Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various market instruments, and driving revenue through personalized investment solutions and cross-selling. Key Responsibilities: Acquire and handle UHNI / HNI clients for the Private Client Group with a book size of Rs. 25 Lacs and above. Advise UHNI / HNI clients on Equity, Derivatives, Currency & Commodity Markets, and generate revenue from these relationships. Cross-sell Third Party Products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Loan Against Shares (LAS), IPOs, and Insurance. Handle client queries and complaints, ensuring resolution within the agreed Turnaround Time (TAT). Apply deep market understanding and advanced strategies to increase client book size and revenue . Profile clients by conducting in-depth reviews of their financial requirements, analyzing information, and recommending suitable portfolios. Monitor and enhance advisors advising skills through call tracking, weekly targets & meetings, and conference calls. Coordinate with Third Party Product Manufacturers and all relevant stakeholders. Ensure the highest level of service to customers in terms of advisory and operational issues, providing timely solutions to differentiate our service in this segment. What skills and knowledge should you bring Expertise in Equity Advisory and Wealth Management . In-depth knowledge of investment products, including Mutual Funds, PMS (Portfolio Management Services), Corporate FD, IPO, LAS, and Insurance. Strong understanding of Equity, Derivatives, Currency, and Commodity Markets. Proven ability to acquire and manage UHNI/HNI client relationships. Excellent client servicing and problem-solving skills. Strong communication and interpersonal abilities.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Roles and Responsibilities: Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.