Relationship / Wealth Manager – Wealth Management

Profile – Relationship / Wealth Manager Position Title : Asst. Manager / Manager /AVP Function: Client Relationship Management Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm's financial planning framework and with the help of our...

Role Context : As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firm's financial planning framework and with the help of our Product and Investment Teams. Acquire new Wealth Management prospects aligned to firm's target market, develop new territories Build and deepen...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

JOB DETAILSTo acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance revenue per clientTo service clients covering all their banking needs including bank/3rd...

Objective:PMS/AIF Sales of our Proprietary Product to HNI/UHNI/Family OfficeLead to be provided.LOCATION - SURAT.Responsibilities Annual revenue Target is 2 X of annual salary withdrawal Incentive will be applicable after revenue Target of 1 X- incentive will be 20% one time on the revenue above 1 X For incentive calculation revenues will be considered...

QualificationMBA/CFA/CA – Minimum 5 Years of Experience in Equity Research and Fund Management.Location:Surat – Head office. (No WFH)TOP 5KRA:To Manage PMS Quants Fundamental side of the CompaniesTo Find New Investment Opportunities in PMSTo Talk with the Management and do ScuttlebuttTo Outperform Markets.To Pitch PMS Funds to clients

About the internship:Selected intern's day-to-day responsibilities include: 1. Recruitment2. Employee query and Data Handling3. Social media post and building networking4. Employee recreational Activity/ Fun day activity > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th...

About the internship:Selected intern's day-to-day responsibilities include: 1. Recruitment2. Employee query and Data Handling3. Social media post and building networking4. Employee recreational Activity/ Fun day activity > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship between 15th...

Carry out tele calling activities to potential customer from provided data base or leads Generate lead through tele calling activity for Insurance, Mutual fund, Stock trading etc. products & services. Briefing about our company product and services we offer Keep records and reports pertaining to tele calling activity Coordinate with on field sales team for...

Job role:Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients.Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.Should be accustomed to acquiring, developing and managing clients.Experienced to sell products to HNI, Ultra-HNI and NRI clients.Candidates should...

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...

Required Relationship ManagerInsurance Location:Surat GujaratIndia IndustryRecyclingIndustry Musthave Proven 36 years of experience as a Relationship Manager in theinsuranceindustry. Responsibilities: Cultivateand nurture strong relationships with clients in the insurancesector. Serve as a primary point of contactbetween the company and clients ensuring...

About NJ GroupNJ Group is a prominent player in the Indian financial services sector recognized for its robust distribution capabilities. Established in 1994 with NJ India Invest Pvt. Ltd., the flagship company, it has diversified into various businesses including financial products distribution, asset management, real estate, insurance broking, training &...

Promising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...

Promising career in the field of housing finance division. Sourcing file from open market. Generate leads from known contact. Identification of right customer, ability to understand customers need, explain various products and convince them about the product offerings Should be able to manage overall responsibilities including customer expectations,...

Job Description: A Relationship Manager is responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints. They possess excellent communication and problem-solving skills and work closely with sales and marketing teams to boost profitability and customer...

We are looking for 5 client relationship management Posts in Surat with deep knowledge in Corporate Banking,Routing,Switching,Hardware Networking, CRM Executive and Required Educational Qualification is : Higher Secondary, Other Bachelor Degree,Experience1 - 2 YearsNo. of Openings5EducationHigher Secondary, Any Bachelor Degree, B.ARoleclient relationship...

Hiring for 5 client relationship management Jobs in , with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, Secondary School, , Any Master Degree with Good knowledge in Routing,Switching etc.Experience : 1 - 2 YearsNo. of Openings : 5Education : Higher Secondary, Secondary School, B.A, Any Master DegreeRole : client...

Hiring for 5 client relationship management Jobs in , with minimum 1 Year Experience,Required Educational Qualification is : Higher Secondary, Secondary School, , Any Master Degree with Good knowledge in Routing,Switching etc.Experience : 1 - 2 YearsNo. of Openings : 5Education : Higher Secondary, Secondary School, B.A, Any Master DegreeRole : client...