Wealth Relationship Manager

Designation : Relationship Manager - WealthLocation : PuneReporting to : Area Manager / Regional HeadRequired skills and qualifications: - 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.- Understanding of financial markets, investment products,...

Position Title : Treasures Relationship Manager Department: CBGRank : Associate/Sr AssociateReports To: Vice PresidentJob Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?")- To deliver exceptional volume and revenue performance by acquiring and engaging...

Job description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.Strong analytical skills and ability to work in teams.ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to...

Company DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

Relationship Manager - Wealth Responsibilities :Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets. Responsible for selling various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products. Managing and reviewing...

Company Description ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

Designation - Relationship Manager Position - 2 Gender - Male CTC - 3 to 5 lpa Industry Preference - Stock market , insurance, SIP, Financial advisor Skills - Excellent Communications , Field knowledge , Portfolio handling, Knowledge about stock marketing, insurance, SIP, Financial advisor and portfolio Qualification - Graduate ...

About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

Wealth Manager - Banking Accountable for achieving monthly & annual sales targets, as agreed.- Ensure proper implementation & execution of relationship management & investment advisory strategies.- Ensure proper sales spread between products.- Aim to balance NTB with increase penetration of existing customers to deepen the wallet share.- Drive and deliver a...

To 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...

Job Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

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 ULTRA 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 ULTRA Clients.Acquiring and managing both business, individual...

Job Description - Product Manager (Wealth Management) Experience - 9 to 15 years Location - Electronic City, Bengaluru Experience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

Job Description Product Manager (Wealth Management)Experience 9 to 15 yearsLocation Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment Products,...

Job Role:Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship.Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...

Job Role: Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long...

Leadership role Wealth Creation Opportunity About Our Client Our client is one of the Top Wealth Fintech companies in the Indian market Job Description Leadership and Vision: Develop and communicate a clear vision and strategic direction for the company.Inspire and lead a high-performing team to achieve ambitious goals.Foster a...

We are seeking a skilled Avaloq Developer with expertise in wealth management to join our dynamic team. As an Avaloq Developer, you will be responsible for developing and maintaining Avaloq-based solutions tailored to our wealth management clients' needs. You'll be working within a feature team and using your extensive experience to engineer...