Wealth Relationship Manager

Job Role:Serve as a dedicated single point of contact for 200 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients- Identify the risk profile of the customer- Identify potential investment products for clients- Counsel client on emerging financial issues, new bank products and...

Job Role:Serve as a dedicated single point of contact for 200 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial issues, new bank products...

Job Role:Serve as a dedicated single point of contact for 200 HNWI clients• Portfolio management- Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial issues, new bank products...

Job Role: Serve as a dedicated single point of contact for 200 HNWI clients • Portfolio management - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Counsel client on emerging financial issues, new bank...

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job 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...

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job 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...

RESPONSIBILITIES Acquisition of NRI clients & crossell of wealth products  Business NR Acquisition  Processes NR & CB  Regulatory & Business Conduct  Display exemplary conduct and live by the Group’s Values and Code of Conduct.  Take personal responsibility for embedding the highest standards of ethics, including regulatory...

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 a...

Job description Job Brief We are looking for a Relationship Manager to build and preserve trusting relationships with our clients. Well rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and operations teams and build...

Job Name PA (Business Unit) : Relationship Manager Retail Agri Job Title : (Job Name) Relationship Manager Business Unit (PA) : Retail Agri Team : (Sub team in the PA) : Agri Sales Team Reports to (job) : Cluster Head / Circle Head Location of role : Pan India Job Fn : Sales Role Type: Individual Contributor No of ...

Job Name PA (Business Unit) : Relationship Manager Retail AgriJob Title :(Job Name) Relationship ManagerBusiness Unit (PA) : Retail AgriTeam : (Sub team in the PA) : Agri Sales TeamReports to (job) : Cluster Head / Circle HeadLocation of role : Pan IndiaJob Fn : SalesRole Type: Individual Contributor No of direct reportees : NIL Travel Required: Extensive...

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image.?ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable...

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. ?Responsibilities Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable...

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...

Sahayak Associates is a leading financial planning and wealth management firm in Chandigarh, India. Our comprehensive range of services includes goal-linked financial analysis, retirement planning, diverse insurance solutions, children plans, estate planning, and will writing services. We are committed to providing complete financial planning for our clients...

**EXPERIENCE**: 1-2 yrs **JOB LOCATION**: JAIPUR **JOB DESCRIPTION** - Managing client relationships and ensuring client satisfaction with our financial services - Proactively coordination with the clients to provide timely and comprehensive written and verbal updates - Addressing client queries as answering questions or resolving complaints and data...

Customer Relationship Management Coordinator **Responsibilities**: 1. Coordinate sales activities, including order processing, quotation generation, and sales support. 2. Serve as a liaison between customers and internal teams to ensure smooth communication and timely delivery of products. 3. Manage customer inquiries, resolve complaints, and address any...

Job description Job Brief We are looking for a Relationship Manager to build and preserve trusting relationships with our clients. Well rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and operations teams and build...

Roles and responsibilities:Ability to establish strong client relationshipAbility to manage multiple stakeholdersAbility to meet deadlinesSkill required: Inside Sales - Customer Acquisition Strategy & ImplementationJob Location: Jaipur/ MumbaiQualifications: Any GraduationYears of Experience: 1 to 5 years/ Fresher also consider*CTC: Upto 6 LPA + Performance...

JOB DESCRIPTION A Position Overview Position Title Account Manager/Sr. Account Manager Department BroCA Level/ Band 602/601 Assistant Vice President - Broking & Corporate Agency Count 6 Locations 2 Mumbai, 2 Delhi, 1 Gujarat, 1 Chennai Role Summary: ·Maintain the long-term relationship with...