98 Wealth Relationship Jobs - Page 3

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Finan...

Position : Business Manager-Wealth Location : Ludhiana/ Chandigarh We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients f...

Responsibilities: * Develop sales strategies * Manage client relationships * Maximize revenue growth * Meet financial targets * Lead sales team

Dear Candidate, Greetings From"APEX SERVICES" Role- Assistant Area Manager /Area Manager CTC- up to-8 LPA+ incentive + Other benefit Key Responsibilities: Business Growth & Revenue Generation: Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. Team Management: Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. Customer Acquisition & Retention: Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. Opera...

Role & responsibilities Relationship Manager- First Wealth

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. 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 cont...

Signature / Inisgnia RM : IN Leading PVT Sector BANK!! Mumbai / Thane Job Title: Signature / Inisgnia RM Location: Mumbai / Thane CTC : Signature RM : 10LPA Inisgnia RM : 18LPA Position Purpose: To generate revenue by acquiring new clients and cross-selling Wealth and Business Banking products to individuals and business owners. Key Responsibilities: Increase liability and investment portfolios through new client acquisition and deepening existing relationships. Drive revenue through cross-selling business banking and wealth products like Forex, Insurance, Investments, and Retail Assets. Focus on acquiring and managing potential high-value clients (businesses, individuals, and NRIs). Increas...

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor 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 Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distrib...

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher prod...

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”.

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisit...

Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients wh...

1. Client Acquisition & Onboarding Acquire new HNI/Retail clients by calling the prospects who attended investor meets, references from existing clients. Understand client risk profile, investment goals, and income patterns to offer appropriate product baskets. Complete client onboarding process including KYC, FATCA, CKYC, and risk profiling documentation. 2. Relationship Management Act as a single point of contact for client portfolio queries, trade executions, and service needs. Conduct periodic portfolio reviews and suggest necessary changes based on market dynamics and life events. Increase engagement by recommending new products and solutions based on changing risk appetite and goals. 3...

Dear candidates, Greetings From Symmertical !!! Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager. Role & responsibilities Client Relationship Management with Private banking, wealth Management, HNI clients: Build and maintain strong relationship Engage with clients Identify opportunities Maintain existing networks and relationship-building to acquire new clients Financial Planning Conduct in-depth financial assessments. Optimize portfolios Taxes, investments Monitor and review financial plans Preferred candidate profile Experience in financial planning and wealth management in India. Proven experience as a Relationship Manager, preferably in wealth management, priva...

Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services and Understand client goals and risk profiles to recommend suitable investment products and strategies.

Senior Wealth Relationship Manager : Leading Company : PUNE, Mumbai Location : Mumbai / Pune / Baroda / Surat / Hyderabad / Chennai Experience : 4+ years Budget : Up to 30 - 45 lpa Age : 44 max About the Role: We are looking for dynamic professionals for the role of Senior Wealth Relationship Manager to join our Private Wealth Management team. You will be responsible for offering tailored financial solutions to HNI/UHNI clients through a wide range of investment products. Key Responsibilities: - Understand client needs, financial goals & risk appetite - Offer customized solutions across Mutual Funds, PMS, AIFs, PEs, Bonds, Structured Products, Direct Equity, Insurance, etc. - Grow AUM/book s...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

Role & responsibilities Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth ofLiabilities & Investment business from HNI segment 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 Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank HNI Relationships Increas...

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Finan...

DESIGNATION - WEALTH RM CTC 10 L LOCATION CHANDIGARH AGE 35 MAX KINDLY SHARE RESUME ON 9315288402 OR Orange.naukri05@gmail.com @RAVEENA CHHABRA

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisit...