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Wealth Relationship Manager
1 week ago
1.Increasing the Liability book and Investment AUM portfolio sizethrough, deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential UHNI Clients.4. Acquiring and managing both business, individual (resident andNRI) clients.5. Increase product penetration and exit barriers, by cross sellingmore number of products per client.6. Performing Portfolioallocations, reviews & financial check-ups foreach client atdefined frequency.7. Collaboration with product specialists to ensure engagement ofclients with superior and tailored wealth management andbusiness banking solutions.8. Work in close coordination with Client Experience Manager's todeliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines.10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360° client engagement – "Total Client Ownership".
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Wealth Relationship Head
2 weeks ago
Delhi, Delhi, India Corphive Full timeManages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors –Balance-sheet,...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India Wealth way Full timeCompany Overview:Wealth Way Auxiliary Training Pvt Ltd is a leading provider of training and developmentsolutions in the finance and investment sector. Our mission is to empower individualswith the knowledge and skills needed to achieve financial success. As part of ourgrowth strategy, we are seeking talented individuals to join our team as...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India AnandRathi Shares And Stock Brokers Limited Full timeWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager -Wealth SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he...
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Wealth Manager
1 week ago
Delhi, Delhi, India Wealthy Nivesh Full timeCompany Description Wealthy Nivesh is a platform that simplifies the world of savings, taxation, and investments, making complex financial matters easy to understand. Our goal is to help individuals learn and unlearn myths about money and develop habits that allow money to work for them. We are dedicated to providing uncomplicated solutions and empowering...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India Talent Corner HR Services Pvt Ltd Full timeJob - Senior Wealth ManagerJob Type- Full TimeExperience - 4 years in relevant IndustryBudget - 12 LPAQualification - Graduate/PGJob ResponsibilitiesAs a Wealth Manager you will play a crucial role in fostering and managing client relationships. The primary focus is on driving business growth through client acquisition, retention, and effective...
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Head of Wealth Management
2 weeks ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Description: Head of Private Wealth Group (PWG) / Zonal Head - Private Wealth ManagementLocation: BangaloreReporting to: CEO / Head PWGRole Overview: The Head of Private Wealth Group (PWG) / Zonal Head for Private Wealth Management will lead the strategic direction, growth, and operational excellence of private wealth management services. This role...
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Relationship Manager
1 week ago
Delhi, Delhi, India Mist IT Services Pvt Ltd Full timeRelationship ManagerWealth Management : Responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional...
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Senior Wealth Manager
1 week ago
Delhi, Delhi, India Bajaj Capital Ltd Full timeCompany DescriptionBajaj Capital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth.We provide need-based solutions at the right value and aim to build lifetime client relationships.With a largest range of financial products, we offer safe and secure options for our clients'...
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Hiring For Wealth Management
2 weeks ago
Delhi, Delhi, India Career Guideline Full timeHiring For Wealth Management Experience : 4yrs Salary : 14lpq-16lpa Work Location :Mumbai hashtagNotice Period : Immediate 1mnth Skills Required : Acquire new HNI clients /Manage /Channel Partner(CP) acquisition:/ Relationship Management/Farming/Brand building/Knowledge owner:Added Advantage: NRI client/market exposure is added advantage Experience in...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India GA Capital Management Private Limited Full timeWho we are?GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies' Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...
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Business Development Manager
1 week ago
Delhi, Delhi, India Mentor Wealth Full timeCompany Overview:Mentor Wealth Distributors, a growing twenty-two-year-old organization, is a leading wealth management company based in New Delhi, India. With a focus on providing comprehensive financial solutions to individuals and businesses, we specialize in offering a wide range of mutual fund products tailored to meet our clients' diverse investment...
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Relationship Manager-First Wealth-North
2 weeks ago
Delhi, Delhi, India IDFC FIRST Bank Full timeRole/Job Title:Relationship Manager-First WealthFunction/ Department:Branch BankingJob 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 closely with them...
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Wealth Manager
1 week ago
Delhi, Delhi, India Golden Opportunities Full timeJob TitleWealth Manager- Financial Services (New Delhi)Skill required .2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus.Experience in Customer Success, Sales, Operations and/or Project Management functions.JOB...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India Golden Opportunities Full timeJob Title Wealth Manager- Financial Services (New Delhi) Skill required . 2+years of relevant work experience (sales or high-growth Business Development), ideally in the Financial Services or Consulting industries . Experience managing HNI clients is an added bonus. Experience in Customer Success, Sales, Operations and/or Project Management functions. JOB...
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Affluent Wealth Manager
1 week ago
Delhi, Delhi, India Steersman Talent Acquisition Pvt. Ltd. Full timeJob Description:Affluent Wealth Manager (Senior Manager/AVP)About ANTAL:Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner...
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Regional Head- Wealth Management
2 weeks ago
Delhi, Delhi, India Michael Page Full timeLeading wealth management firm in the country Customised growth and learning opportunity About Our Client Well-diversified financial services company focused on wealth creation through knowledge. Job Description Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships ...
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Head of Wealth Management
1 week ago
Delhi, Delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth...
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Head of Wealth Management
2 weeks ago
Delhi, Delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD.As part of their expansion plan, the company is setting up a new Wealth...
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Head of Wealth Management
2 weeks ago
Delhi, Delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD.As part of their expansion plan, the company is setting up a new Wealth...
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Head of Wealth Management
1 week ago
Delhi, Delhi, India Augusta Aiken & Associates Full timeA leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD.As part of their expansion plan, the company is setting up a new Wealth...