Private Wealth RM

Hiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan IndiaResponsibilities:Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.The role includes:To Build Assets Under...

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and...

Manages 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,...

Leading 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 ...

Who 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...

Job 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...

Role/Job Title: Private Banker - First PrivateBusiness: Retail BankingFunction/ Department: Retail LiabilitiesPlace of work: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar PradeshRoles & Responsibilities:'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST...

Roles and ResponsibilitiesJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniquesJob ResponsibilitiesEnsure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined income...

Roles and Responsibilities Job Purpose To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined income...

Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income....

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your...

We 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...

Chartered Accountant (C.A.) | MBA/PGDMWC - ODBasic Details:_Fill the required information about business, unit, location, position, reports to position and date of updation of JD_**:BusinessFinancial ServicesUnitAditya Birla Finance Ltd.LocationPoornata Position Number of the jobReports to: Poornata Position Number**Poornata Position Title of the...

Key Responsibilities:A. Acquisition Assist HRM in executing successful microevents for acquisition of new clients Acquire new accounts from group companies / family of existing customers Acquire new accounts from referrals from existing customersB. Relationship Building / Deepening / Cross Sell Ensure consistent growth of the Savings portfolio Work closely...

Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints &...

Role/Job Title: Partner - First Private Function/Department: Retail Liabilities Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & Responsibilities: Nurture...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development2. Work on financial planning, portfolio strategy, documentation, and reporting3. Represent the company at industry events, seminars, and networking opportunities to enhance brand visibility and attract potential clients > Only those...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development2. Work on financial planning, portfolio strategy, documentation, and reporting3. Represent the company at industry events, seminars, and networking opportunities to enhance brand visibility and attract potential clients > Only those...

About the internship:Selected intern's day-to-day responsibilities include: 1. Support the RM in business development2. Work on financial planning, portfolio strategy, documentation, and reporting3. Represent the company at industry events, seminars, and networking opportunities to enhance brand visibility and attract potential clients > Only those...

IntellismithDelhi, India Posted On Jul 21, 2023Location DelhiNumber of Position(s) 5Min Salary (per annum)Max Salary (per annum)Company Description:Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services"Company,with over 58 years of experience in helping people protect and grow their wealth. We'vehelped to create more millionaires...