Wealth Relationship Manager

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Insignia Clients.Acquiring and managing both business, individual...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Insignia Clients.Acquiring and managing both business, individual...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual...

Company DescriptionTHE WEALTH VIBE is a financial services company located in Rajkot. We specialize in equity research, personal finance guidance, stock market solutions, financial planning, and portfolio management.Role DescriptionThis is a full-time on-site role for an Equity Options Trader. The Equity Options Trader will be responsible for performing...

Company Description THE WEALTH VIBE is a financial services company located in Rajkot. We specialize in equity research, personal finance guidance, stock market solutions, financial planning, and portfolio management. Role Description This is a full-time on-site role for an Equity Options Trader. The Equity Options Trader will be responsible for performing...

Role/ Job Title : Associate Relationship Manager - Corporate Liability Group Function/ Department: Transaction Banking Group Job Purpose : - Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them. Roles and Responsibilities: Origination of New to...

Role/ Job Title : Associate Relationship Manager - Corporate Liability Group Function/ Department:  Transaction Banking Group Job Purpose : - Develop a corporate liability strategy for a particular city/region and execute it. Target top clients in the coverage geography and convert them. Roles and Responsibilities: Origination of New to...

Company Description THE WEALTH VIBE is a financial services company located in Rajkot. We specialize in equity research, personal finance guidance, stock market solutions, financial planning, and portfolio management. Role Description This is a full-time on-site role for an Equity Options Trader. The Equity Options Trader will be responsible for performing...

Job Description A Position Overview Position Title Training Manager Department Agency Sales Training / Distribution Training Level/ Band 301 - Assistant Manager Role Summary : Conducts training as per the defined levels by the assigned channel.manages and develops BAM/BM/Leader/Agents and executes training schedules for the...

Job Responsibilities: Coordinating with clients for their daily trades in Commodity. Help customers to Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on the client's profitability. Making confirmation of orders and trades done during the day to clients. Advising clients with requisite...

Job Description A Position Overview Position Title Training Manager Department Agency Sales Training / Distribution Training Level/ Band 301 - Assistant Manager Role Summary : Conducts training as per the defined levels by the assigned channel.manages and develops BAM/BM/Leader/Agents and executes training schedules for the...

Job Description A Position Overview Position Title Training Manager Department Agency Sales Training / Distribution Training Level/ Band 301 - Assistant Manager Role Summary : Conducts training as per the defined levels by the assigned channel.manages and develops BAM/BM/Leader/Agents and executes training...

Job Description A Position Overview Position Title Training Manager Department Agency Sales Training / Distribution Training Level/ Band 301 - Assistant Manager Role Summary : Conducts training as per the defined levels by the assigned channel.manages and develops BAM/BM/Leader/Agents and executes training schedules for the...

Overview: The CustomerRelationship Manager plays a crucial role in the organization byoverseeing the relationships between the company and its customers.They are responsible for ensuring customer satisfaction drivingretention and identifying opportunities for upselling orcrossselling. This position is vital in maintaining longtermcustomer loyalty and...

Description Position Purpose: Working with distributors across assigned channels to achieve continuous and sustained subscription to organization’s funds. Ensuring adequate mix of product sales to achieve set sales targets. Principal Accountabilities: Generating Business Contribute to sustained growth in sales through...

Job DescriptionThe Candidate will be assigned or tagged under 2 to 3 Branches of Bank. The candidate should work along with the Branch Manager and Team members of Bank and promote theInsurance product for the Customers of Bank.The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches...

As a Customer Relationship Executive, you will be responsible for identifying, developing and managing new business opportunities for the company. You will also be responsible for creating and implementing strategies that will increase the company's revenue and market share.Key Responsibilities:Develop and maintain relationships with new and existing...

**Function/ Department**: Sales **Product**: Housing Loan & LAP. **Key Responsibilities**: - Will be responsible for sourcing business from eligible customer profile as per organisation policy - Identification of right customer, ability to understand customers need, explain various products and convince them about the product offerings - Should be able to...

Function/ Department: SalesProduct: Housing Loan & LAP.Key Responsibilities: Will be responsible for sourcing business from eligible customer profile as per organisation policy Identification of right customer, ability to understand customers need, explain various products and convince them about the product offerings Should be able to manage overall...