Wealth Relationship Manager
3 weeks ago
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth
- 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 Wealth Clients.
- Acquiring and managing both business, individual (resident and NRI) clients.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
- Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
- Ensuring adherence to Compliance processes and guidelines.
- Reduce rejection rates and improve quality of documentation.
- Ensuring 360° client engagement – “Total Client Ownership”.
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Wealth Relationship Manager
3 weeks ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...
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Wealth Relationship Manager
3 weeks ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth 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 Wealth Clients. Acquiring and...
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Wealth Relationship Manager
3 weeks ago
Ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
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Wealth Executive
1 month ago
Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...
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▷ [3 Days Left] Wealth Relationship Manager
3 weeks ago
Ahmedabad, India Waytogo Consultants Full time- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- 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 Wealth Clients.- Acquiring...
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Client Relationship Manager
2 weeks ago
Ahmedabad, India Waytogo Consultants Full timeTo up sell MF products to Wealth 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 MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet customer needs·...
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Client Relationship Manager
2 weeks ago
Ahmedabad, India Waytogo Consultants Full timeTo up sell MF products to Wealth 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 MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet customer needs·...
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Associate
1 month ago
Ahmedabad, Gujarat, India Swatantra Wealth Full timeJob Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...
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Wealth Advisor
4 weeks ago
Ahmedabad, Gujarat, India Sai Management Consultancy Full timeAhmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...
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Relationship Manager Wealth Management
4 weeks ago
Ahmedabad, India timesjobs Full timeYou will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates. The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...
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Relationship Manager Wealth Management
4 weeks ago
Ahmedabad, Gujarat, India timesjobs Full timeYou will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates.The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...
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Wealth Advisor
1 week ago
Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full timeWe are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...
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Sr Wealth Manager
2 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on
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Sr Wealth Manager
1 week ago
Ahmedabad, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on TimesJobs.com.
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Wealth Executive
1 month ago
Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...
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Wealth Advisor
1 month ago
Ahmedabad, Gujarat, India WHITE FORCE OUTSOURCING SERVICES PRIVATE LIMITED Full timeResponsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...
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Wealth Advisor
1 month ago
Ahmedabad, India Whiteforce Full time**Employment Information**: - Industry - ** Wealth Advisor** - Job level - ** Master of Business Administration (M.B.A.)** - Salary - ** 200000 - 600000** - Experience - **1 - 2** - Pay-Type - **Annually** - Close-date - **2023-05-10** - JOB-ID - **JB-28031** - Location - **Ahmedabad** **Job Descriptions**: The Relationship Manager will be responsible for...
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Wealth Manager Team Leader
2 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for Year of Experience on
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Wealth Manager Team Leader
1 week ago
Ahmedabad, India HR VENUE Full timeApply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 10 Year of Experience on TimesJobs.com.
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Cluster Head
2 months ago
Ahmedabad, India Talent Corner Full timeRoles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...