Affluent Relationship Manager

Affluent Relationship Manager - Leading bank Role : Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI, Alternate Products and other cross sell products Develop and maintain a longterm relationship with the customer to maintain a high level of retention of the existing...

Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

**Job***: Operations **Primary Location***: Asia-India-Mumbai **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 14/Jul/2023, 5:43:00 AM **Unposting Date***: Ongoing **JOB SUMMARY** - The role holder will be the interface between business and HR and will be responsible for formulating and delivering the relevant HR agenda for...

Roles and Responsibilities   Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile   Experienced Wealth Advisor. Expertise in...

Roles and Responsibilities   Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile   Experienced Wealth Advisor. Expertise in...

To up sell MF products to Retail/HNI 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 Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell13 - 15 Years1 OpeningMumbaiRole descriptionTo updateSkillsRefer to the Job Description

Hiring For Leading AMC Company - ON Role To up sell MF products to Retail/HNI 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 AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide...

Job Responsibilities: • Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service • Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. • Fully own the...

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description

Business FunctionGroup Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates, in an...

Role Responsibilities Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of...

Role Responsibilities Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period...

Business Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates,...

Business Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates,...

Grade : Manager/Deputy Manager Business Unit : Branch Banking Designation: Premium Acquisition Manager Purpose of the role: To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.     Key Responsibilities: ...

Position **:HNI Relationship Managers** **Location: Chennai** **Roles and Responsibilities**: - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. - Managing client relationships and generating AUM from preferred clients. - Advising Affluent clients on their Investments and managing...

SUMMARY : The Relationship ManagerWealth is the ultimate face of thebusiness as (s) he is going to be the final point of contact withthe client. (S)he would be responsible foracquiring High Net Worth relationships and managing & retainingsuch relationships by delivering the best standards ofservices. (S)he would be expected to establishstrong ties with...

Happy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....