Relationship Manager-Private Client Group

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 incomeRoles & responsibilities:Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions...

Description Do you have Fund Accounting experience, and are you seeking a new job in Pune? Apex Group is looking for a Private Equity Fund Accounting Senior Associate, and the hybrid role comes with an attractive salary and benefits package. This full-time hybrid role comes with a favourable salary and the chance to join a progressive company. The successful...

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...

We have an opportunity for Client Relationship Manager - Corporate Business at PAN India location with INVOICEMART - A.Treds.A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the business of...

About the groupThe Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...

Private Equity Fund Accounting - AVPLocation: Navi Mumbai, MH, IndiaDate Posted: Mar 15, 2023DescriptionPrivate Equity Fund Accounting - Assistant Vice President***Pune/Bangalore/Hyderabad/Mumbai/Kolkata- experience in hybrid structure Private Equity Funds, Client relationship management, Team Management. Preparing Financials/Investor notices and other...

1.Private Equity - AssociateDuties and Responsibilities: Identification and reach out to targets for Private Equity Financial and Strategic analysis of Targets Preparation of Financial Model, Pitch Book, Presentation and other transaction documents Participating in the due diligence process and other general support to the senior investment team throughout...

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...

Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc. We are seeking applicants for the roleClient Relationship Partnersto be based at...

Our client is one India's foremost auction house offering online bidding for diverse array of categories like Indian Art, vintage jewelry, time pieces, celebrity memorabilia, rare books, Numismatic Treasures, Philatelic Gems, Vintage Cars etc. We are seeking applicants for the role Client Relationship Partners to be based at...

Job Title: Client Relationship Manager Location: Mumbai, Maharashtra Notice period : Immediate to 15 days Experience: 2 to 5 years in Relationship Management , Sales , Business development IT staffing , Software services , Delivery Manager experience in Software services industry is a Plus Job Description: Cultivate and maintain strong relationships with...

Company DescriptionThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions.No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...

Job DescriptionWhat is Private Equity (PE)? In a nutshell, our private equity clients invest in companies with the intention of increasing the value of their stake down the line. The insights they get through our experts and content become the basis of their decision to invest in opportunities, or to pass on them. Associate, Private Equity Clients As an...

Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst...

Job Description:Relationship Manager High Net Worth (HNW)Company:A Leading Private SectorBankPosition:Relationship Manager High Net Worth (HNW)Interview Dates: 20thMarch 2024 & 21st March 2024About Bank: Bank is aleading private sector bank in India committed to providinginnovative financial solutions and excellent customer service. Witha focus on building...

Be a part of our Portfolio Monitoring team in Mumbai and contribute to the growth of our private credit business in Macquarie Asset Management. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability....

Sourcing of HNI clients for Investment Products like PortfolioManagement Services (PMS), AIFs, Mutual Funds, Fixed Income,Insurance and Broking A/Cs. Achieving the Business targetsassigned for AUM and Revenue, by upscaling and deepening the HighNet Worth relationships.1. Client sourcing for Investment Products – PMS/AIF/MFs ,Insurance and Broking...

JOB DETAILSManage client relationships by providing advice and information on investmentsDeliver timely service and resolve client queries satisfactorilyAbly assisting in decision-making of client's investment portfolios and asset allocationsGrow existing client relationships by nurturing and educating themManage new client relationships by building right...

JOB DETAILSManage client relationships by providing advice and information on investmentsDeliver timely service and resolve client queries satisfactorilyAbly assisting in decision-making of client's investment portfolios and asset allocationsGrow existing client relationships by nurturing and educating themManage new client relationships by building right...