Wealth Relationship Manager

Job Role:Serve as a dedicated single point of contact for 200 HNWI clients• 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- Counsel client on emerging financial issues, new bank products and...

Job Role: Serve as a dedicated single point of contact for 200 HNWI clients • 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 - Counsel client on emerging financial issues, new bank...

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...

Role Responsibilities The purpose of the role is to Achieving revenue targets by acquiring, growing and deepening NRI client relationships through effective relationship management & Acquisition strategy. Focus on the analysis and satisfaction of NRI customers’ financial as well as investment needs and Business Drivers Maximize sales...

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,...

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...

Tiger Wealth Private Limited has been in the investment solutions business since 2008 for a considerable time. In Chandigarh alone, we enjoy the trust of over 1500 clients including 500 High Net Worth Individuals (HNI), Corporates, and salaried employees who have entrusted to us total assets of over Rs. 100 Crores for wealth management functions. The vision...

We are recruiting for a Relationship Executive to introduce and nurture steady, mutually beneficial relationships with our clients. As a Relationship Executive, you should maintain contact with clients, work to understand their needs, and then advise them on which of our offerings could best support their objectives. To succeed as a Relationship Executive,...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

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 Name PA (Business Unit) : Relationship Manager Retail AgriJob Title :(Job Name) Relationship ManagerBusiness Unit (PA) : Retail AgriTeam : (Sub team in the PA) : Agri Sales TeamReports to (job) : Cluster Head / Circle HeadLocation of role : Pan IndiaJob Fn : SalesRole Type: Individual Contributor No of direct reportees : NIL Travel Required: Extensive...

Job Name PA (Business Unit) : Relationship Manager Retail Agri Job Title : (Job Name) Relationship Manager Business Unit (PA) : Retail Agri Team : (Sub team in the PA) : Agri Sales Team Reports to (job) : Cluster Head / Circle Head Location of role : Pan India Job Fn : Sales Role Type: Individual Contributor No of ...

This position is responsible for managing SBI Wealth Counters, SBI Branches, SBI RBOs and Circle for Jaipur location. Candidate will be expected to manage SBI Wealth Counters, SBI Branches, SBI RBOs and Circle; and maximize sales by building new relationships and managing existing 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...

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...

**Job Title: Backend Operations Executive - Luxury Experiences** **Overview**:As a Backend Operations Executive specializing in luxury experiences within our esteemed event company, you will play a pivotal role in ensuring the flawless execution of experiences and events for our exclusive clientele. Your responsibilities will encompass intricate logístical...

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...