81 Wealth Relationship Jobs - Page 4

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNW) customer relationships focused on liabilities and commercial assets. Source new clients through personal efforts and acquisition channels. Deliver superior customer service in line with bank policies . Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen relationships. Organize sales initiatives and client engagement events. Collaborate with group companies for product offerings. Maintain detailed records of customer interactions. Address customer queries and ensure timely resolution. Desired Candidate Profile: Strong relationship management skills with HNW customers. Solid knowledge of commercial assets (CC, OD, TL, Export Finance). Familiarity with Mutual Funds and Insurance is a plus. Graduate with 6 to 12 years Customer-focused with high energy and drive to succeed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading bank. Key Responsibilities: Acquire and manage High Net Worth (HNW) customer relationships for liabilities and commercial assets. Ensure excellent customer service and compliance with bank policies. Cross-sell bank products and inform clients of new offerings. Organize sales initiatives and client events. Collaborate with group companies for comprehensive product access. Maintain updated records and monitor customer feedback for service improvements. Candidate Profile: Proven experience in managing HNW banking relationships. Strong knowledge of Trade, Forex, and Commercial Assets (CC, OD, TL, Export Finance). Exposure to Mutual Funds and Insurance preferred. Customer-focused with high energy and drive to succeed. Experience: 6 to 8 years Age: Up to 35 years. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role & responsibilities Interested Candidates ping a resume to avinash.bandla@wowjobs.biz or 8919140400 1 .Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc 2 .Generate leads and develop prospects, network to identify referrals to new clients 3 .Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan 4 .Identify and execute on new business opportunities with existing clients 5 .Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions 6. Candidate must be having 20cr of AUM in Mutual Funds

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context: Key Responsibilities 1. Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. Act as the main point of contact for high-net-worth clients, providing financial advice and assistance. 2. DMAT (Dematerialized Accounts): Assist clients in opening, maintaining, and resolving issues related to their DMAT accounts. Guide clients on using DMAT accounts for stock market investments and securities management. 3. SIP (Systematic Investment Plan): Advise clients on mutual fund investments through SIPs. Help clients set up and monitor their SIPs for long-term wealth generation. 4. Insurance Advisory: Offer personalized insurance solutions, including life, health, and general insurance. Ensure clients are adequately covered based on their financial profile and risk appetite. Key Skills:• Strong knowledge of DMAT accounts, stock market investments, and mutual funds.• Familiarity with SIPs and insurance products.• Excellent communication and client-handling skills.• Ability to offer personalized financial advice based on client needs.• Good understanding of regulatory and compliance issues in the financial sector. Role & responsibilities Preferred candidate profile

Job Descriptio: Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Interested Candidates share your CV's on rajesh.sawant2@hdfcbank.com Min Educational Qualification - Any Graduate Location: Kandivali East-Thakur Complex MALAD EAST - OFF DAFTARY ROAD GOREGAON EAST - DINDOSHI MALAD WEST - MINDSPACE

Sr. Manager / Chief Manager / AVP Wealth Management Location: Delhi (Connaught Place, Bhikaji Cama Place) | Noida | Gurgaon | Mumbai | Bangalore | Chennai | Hyderabad | Kolkata | Pune Budget: 15 - 25 LPA Age Limit: Up to 38 years Experience: 7 to 12 Years Industry: Financial Services / Investment Advisory / Wealth Management Notice Period: Immediate to 30 days preferred Key Responsibilities Understand clients financial objectives and provide customized investment solutions. Grow and manage a portfolio with a focus on increasing AUM through new client acquisition and references. Regularly conduct portfolio reviews for existing investors and recommend rebalancing strategies. Upsell and cross-sell wealth products (MFs, FDs, PMS, AIFs, Insurance, etc.) based on market trends. Share market insights, research reports, and scheme updates regularly with clients. Collaborate with marketing and product teams for investor events and campaigns. Maintain thorough documentation and comply with all regulatory requirements. Must-Have Skills Strong interpersonal and relationship-building skills. Ability to explain complex financial products in a clear and simplified manner. Analytical mindset to align product recommendations with client goals. Emotional intelligence, confidence, and professional presentation. Familiarity with compliance, due diligence, and financial documentation processes. Candidate Requirements Experience : 7 - 12 years in Wealth Management / Financial Planning / Investment Advisory. AUM Track Record : Must have managed a minimum AUM of 30 Crores. Product Knowledge : Hands-on experience with Mutual Funds, PMS, AIFs, Insurance, FDs, etc. Certifications : Relevant certifications (e.g., NISM, CFP, etc.) are an added advantage. Apply Now! URGENT HIRING IN Leading Financial Services Organisation Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692