Relationship Manager-Sales( Wealth Management)

Role-Relationship Manager – Sales (Wealth Management)Salary-As per industry standardFull Time We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients,...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Dear Applicants,We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab.We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth.NBFC - Exp required 2-15yrsBanking - 5-20yrsCTC - Best in the...

Dear Applicants, We are hiring for Private Banking Relationship managers For Mumbai/Pune/Ahmedabad/Gujrat/Hyd/Bang/Punjab. We are also hiring for NBFCS for similar position - People who worked in Wealth earlier and now in Insurance industry would also be preferred with strong background on wealth. NBFC - Exp required 2-15yrs Banking - 5-20yrs CTC - Best in...

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...

Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO.Our purpose is to empower clients to achieve their financial aspirations.Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai.The RM...

JobRole:Requirement for aRelationship Manager who shall be responsible forAcquiring and managing HNI and UHNI clients banking andinvestment requirements and will help clients achievewith their financial goals through strategic portfolio analysis andsuggesting them the right investment products.The role requires the candidate to be proficient infinancial...

Job Title:SR.NRI Relationship Manager -WealthLocation:MumbaiExperience: 5 years + in to BFSI IndustrySalary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + IncentivesJob Description:A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services offered by the...

Job Title: SR. NRI Relationship Manager - Wealth Location: Mumbai Experience: 5 years + in to BFSI Industry Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives Job Description: A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services...

Job Title: Head of Wealth ManagementCompany Overview: Our company is currently looking for a dynamic Head of Wealth Management to lead and drive the growth of our new wealth management division.Position Summary:The Head of Wealth Management plays a crucial role in spearheading the launch and expansion of our wealth management division. This position calls...

Responsible for acquiring NTF (new to thefirm) clients revenue generation and maintenance of relationshipwith HNI/UHNI & corporate clients and offer wealth advisoryservices. Need to ensuregrowth of AUM or book size. Experience: 5 Years of Wealth Management experience in theindustry/ Must be from Wealth Platform or bankingbackground.

JobDescription Open Positions01Location:MumbaiExperience Required: 03 yearsPlusJoining Date: Immediate or with in 1monthGender: Male OR femalecandidateRevenueGeneration:Acquire retain and deepen portfolio to maximize sales performanceto achieverevenue targets through wealthmanagement products real estate productsassetrelated products (secured unsecured)and...

Candidate's Profile: The candidate will be an experienced Sales professional with a proven track record in building and nurturing relationships with national distributors (NDs) and wealth managers across financial assets. The primary responsibility of this role is to cultivate strong relationships with NDs and wealth managers to promote and sell fixed income...

Job Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Role/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...

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients.1. Client Acquisition and Business Development:Identify and target potential clients, expanding the customer base.Leverage on past contacts and market knowledge to expand the customer...

We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer...

SALARY: 4 lakhsLOCATION:Navi MumbaiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high...