Relationship Wealth Manager Indihire Consultants

6.0 - 11.0 years

20 - 35 Lacs

Chennai, Bengaluru, Mumbai (All Areas)

Work from Office

Job Description Position: DVP / AVP / Portfolio Manager Location: Mumbai, Kolkata, Pune, Ahmedabad, Chennai, Bangalore, Hyderabad Industry - NBFC/Financial Services (Wealth) CTC: As per industry standards Experience Minimum 6 years of relevant experience in Wealth management Sales, Private banking Sales, or financial advisory with New business development / Customer acquisition (B2C). Must have Wealth Products Direct Sales experience. Key Responsibilities Acquire customers with 1 Cr5 Cr+ investable surplus Provide comprehensive financial planning and portfolio management services Execute investment transactions post financial planning and during periodic reviews Manage queries related to Pri...

Posted 3 months ago

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Area Development Manager/ TL Sales position @Tradebulls Securitas Tradebulls

3.0 - 8.0 years

4 - 7 Lacs

Mumbai, Navi Mumbai, Mumbai (All Areas)

Work from Office

Lead and manage a team of sales executives focused on acquiring new clients Develop and implement effective sales strategies to drive business growth Set targets, monitor performance, and provide regular coaching and feedback to the team Required Candidate profile Must have experience of Team handling in broking industry Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604

Posted 3 months ago

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Burgundy RM -Wealth-Vizag Axis Bank

5 - 10 years

8 - 14 Lacs

Visakhapatnam, Hyderabad

Work from Office

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

Posted 4 months ago

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Hni Relationship Manager Swathi Hr Solutions

4.0 - 9.0 years

5 - 12 Lacs

vijayawada, hyderabad, bengaluru

Work from Office

Urgent requirements for a leading bank Position: HNI RELATIONSHIP MANAGER Products: HNI, WEALTH, CASA, PRTFOLIO, Corporate Sales Ctc: 12 Lpa Locations: BANGALORE, CHENNAI, HYDERABAD Looking similar experience from banking. If interested Please contact SWATHI 8501808133 SWATHI HR SOLUTIONS swathihrsolutions@gmail.com

Posted Date not available

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Relationship Manager - First Wealth Dream Solution Indore

2.0 - 7.0 years

8 - 13 Lacs

mumbai

Work from Office

Job Title: Relationship Manager-First Wealth Additional Parameters: - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Su...

Posted Date not available

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