98 Wealth Relationship Jobs - Page 4

Role & responsibilities: Relation Ship Manager - Wealth Location - Prabhadevi Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis.

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch....

HIRING FOR WEALTH RM INDIVIDUAL ROLE LOCATION- GURUGRAM CHANNEL BANCA CANDIDATES FROM SALES BFSI INDUSTRY REQUIRED IINTERESTED CAN SHARE CV ON Orange.naukri05@gmail.com or 9315288402 @RAVEENA CHHABRA

Designation - Relationship Manager - Exchange Traded Funds(ETF) Location - Kolkata Ctc - 10 - 12 Lacs Exp.Required : Minimum 1 year Selling Experience in ETF Product Candidate from AMC, Broking & Securities Candidate must be NISM certified,

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch....

Dear Candidate, Greetings From "APEX SERVICES" Designation- Investment Portfolio Advisor CTC:- UPTO 12 LPA Direct Responsibilities Responsible for gathering assetsfor investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book . Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. 6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from t...

NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination. NISM-Series-V-A: Mutual Fund Distributors Certification Examination. Sales Advisor-

Urgent Opening for Relationship Manager - Wealth Location - Chandigarh/ Jalandhar/ Zirakpur Job description Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers 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 volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking...

Job description - This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions. Profile Comprehension & Required Skills : - To do the entire portfolio analysis of your clients. - Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management. - Managing and improving relationship values with existing HNI & Ultra HNI client's. - Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products. - Formulating strategies to expand the HNI & Ultra HNI client's base. - Ma...

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch....

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 .• Preference to NISM Certified candidates wit...

Job Description Relationship Manager- Signature Banking Education : MBA / Post Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Key Skills : Good interpersonal and communication skills – English & Vernacular Good Presentation skills & networking skills – ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations – self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and e...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

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 Cand...

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). Exposur...

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...

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...

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 Gradu...

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-s...