Wealth Relationship Manager

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.

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...

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,...

Role-Relationship Manager – Sales (Wealth Management) Salary-As per industry standard Full 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)...

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...

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...

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...

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 Purpose: You will be responsible for meeting the investment needs of clients by offering researchbased advice in Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products. The role involves actively managing client relationships through personalised visits, recommending suitable financial products, achieving business...

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...

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...

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...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

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...

Roles &Responsibilities Heading the product management for Wealth & AlliedProducts Build new verticals for expandingbusiness relationships to allied industries including butnotlimited to fixed deposits insurancewellness and mutual funds Lead Digital Salesfor Wealth & Allied ProductsAcquisition of Institutional Partners Deepening Relationships andIncreasing...

Role & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...

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...