Wealth Relationship Manager

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose:  The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and...

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose:  The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working...

RESPONSIBILITIES Acquisition of NRI clients & crossell of wealth products  Business NR Acquisition  Processes NR & CB  Regulatory & Business Conduct  Display exemplary conduct and live by the Group’s Values and Code of Conduct.  Take personal responsibility for embedding the highest standards of ethics, including regulatory...

RESPONSIBILITIES Acquisition of NRI clients & crossell of wealth products  Business NR Acquisition  Processes NR & CB  Regulatory & Business Conduct  Display exemplary conduct and live by the Group’s Values and Code of Conduct.  Take personal responsibility for embedding the highest standards of ethics,...

Job description Job Brief We are looking for a Relationship Manager to build and preserve trusting relationships with our clients. Well rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and operations teams and build...

Job Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout Us AC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...

Job Description: Relationship ManagerCompany:AC AgarwalLocation:JaipurPosition Type:Full-timeAbout Us AC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term relationships...

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image.?ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable...

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. ?Responsibilities Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable...

Job Description: Relationship Manager Company: AC Agarwal Location: Jaipur Position Type: Full-time About UsAC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...

Job Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout UsAC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...

Job Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout UsAC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...

Job description Job Brief We are looking for a Relationship Manager to build and preserve trusting relationships with our clients. Well rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and operations teams and build...

Roles and responsibilities:Ability to establish strong client relationshipAbility to manage multiple stakeholdersAbility to meet deadlinesSkill required: Inside Sales - Customer Acquisition Strategy & ImplementationJob Location: Jaipur/ MumbaiQualifications: Any GraduationYears of Experience: 1 to 5 years/ Fresher also consider*CTC: Upto 6 LPA + Performance...

Roles and responsibilities: Ability to establish strong client relationship Ability to manage multiple stakeholders Ability to meet deadlines Skill required: Inside Sales - Customer Acquisition Strategy & Implementation Job Location: Jaipur/ Mumbai Qualifications: Any Graduation Years of Experience: 1 to 5 years/ Fresher also consider *CTC: Upto 6 LPA +...

JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...

Job Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout UsAC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...

Responsibilities:Below are some of the responsibilities a Client Relationship Manager is expected to assume in their position: Clear understanding of Brand and HNI ClientsAnalytical to gaze at customer requirements and presentations as per client’s choice or preferences. Also skilled in having interactive sessions to educate about the company's brand...

Responsibilities:Below are some of the responsibilities a Client Relationship Manager is expected to assume in their position: Clear understanding of Brand and HNI ClientsAnalytical to gaze at customer requirements and presentations as per client’s choice or preferences. Also skilled in having interactive sessions to educate about the company's brand...

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...