29 Wealth Rm Jobs

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Role Overview: You will be responsible for maintaining the Profit and Loss statement and Balance Sheet for the branch. You will execute the Branch Strategy in line with the overall Branch Banking strategy for the bank, focusing on sustained revenue generation through cross-selling of TPP, RA, and BB products, as well as liabilities mobilization via CASA portfolio growth in the Branch Catchment. Key Responsibilities: - Ensure efficient complaint management within specified TATs - Drive high service scores by conducting customer engagement programs and marketing events - Implement CRM by the Sales, Relationship & BSD departments and review it periodically - Maintain the Branch and ATM, raising...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore & Rest of Karnataka Designation: Private Banker or Partner (Individual Role) Location: Bangalore, Hubli, Bijapur, Belgaum, Mangalore, Hospet, Mysore, CTC: 30Lacs to 45Lacs ( age limit up to 45 years) Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience fr...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Leading Bank Hiring Investment Counselor Mumbai Interested pelase call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Job Title Investment Specialist Branch Banking Overall Job Description Strategic / Managerial Responsibilities • Driving Investment Products through Relationship Managers of Branches • Assist in investment portfolio asset allocation of customers • Handholding clients & RMs on all investment products MF, AIF, PMS, SIP, Broking, Bonds, SBG, etc • Ensure robustness, scalability & sustainability of investment business in channels to build AUM(Investments & Margin book- Broking ) & SIP book Core responsibilities • Responsible for achieving channels Investment Fee, S...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of PMS, Wealth Management, Trade Forex, Term Loan, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Its open market sales and self sourcing AUM Should be more than 35 CR fo...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Leading Asset management company is hiring for Wealth RM Role for PAN India Location Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship bui...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Looking for candidates with hands on experience in Wealth products sales HNI Client handling experience is mandatory . Location: Chennai, Bangalore, Hyderabad Exp: 4+ yrs Interested candidates please share your resume to sridevi@livecjobs.com

Telecom Net work Big 4 || Consulting (SC \ DM Role) Pan India We are hiring for Largest Business consulting firm Strong technical understanding and hands-on experience with Telecom Network technologies, including 2G, 3G, 4G, and 5G, as well as Transmission technologies (Microwave, FTTH, DWDM), and Core networks (Circuit-Switched and Packet-Switched) Good to have IoT network system and architecture knowledge. Significant operational or engineering experience in a Network Operator or Service Provider environment. Excellent analytical skills with the ability to extract, process, and transform data effectively. Proficient in MS Office; experience with SQL is preferred. Prior experience in conduc...

Please call 94125 01851//88597 66816 . Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be ...

Largest Asset mgmt firm is hiring for Wealth Rm Role . Please call 94125 01851//88597 66816 and share Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Skills Required Experience in direct selling of financial products like Equity/ Mutual Fund/ Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good...

Provide outstanding client experiences. Organised follow-up leads, complete and record appointments, can lose customer requests Support our clients to meet their financial needs as they progress through their career and life stages.

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Job Summary: We are looking for dynamic professionals to join our team as Wealth Relationship Managers and Branch Relationship Heads . These roles focus on driving customer engagement, delivering banking and investment solutions, and ensuring overall growth through client relationship management and strategic business development. Key Responsibilities: Acquire and manage relationships with HNI and retail clients. Drive sales of banking and wealth management products (accounts, loans, investments, insurance, etc.). Conduct regular portfolio reviews and offer financial planning advice tailored to client needs. Lead and mentor branch-based relationship teams to achieve targets. Ensure seamless ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

JOB DESCRIPTION -HDFC BANK-(Bengaluru) A Imperia Relationship Manager (RM) at HDFC Bank in Bengaluru, Karnataka, is responsible for managing and growing a portfolio of high-net-worth (HNI) clients. This involves providing financial solutions, maintaining client relationships, identifying new business opportunities, and ensuring client satisfaction. The role requires a strong focus on sales, wealth management, and client relationship management. Key Responsibilities: Client Relationship Management: Building and maintaining strong relationships with HNI clients, understanding their financial needs, and providing tailored solutions. Sales and Revenue Generation: Achieving sales targets through ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

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...