Affluent Relationship Manager
3 weeks ago
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI
- Clients, with in depth knowledge of Mutual Funds.
- Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets
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Affluent Relationship Manager
3 weeks ago
Chennai/Bangalore/Hyderabad/Mumbai, India iimjobs Full timeAffluent Relationship Manager - Leading bank Role : Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI, Alternate Products and other cross sell products Develop and maintain a longterm relationship with the customer to maintain a high level of retention of the existing...
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Relationship Manager
3 weeks ago
Mumbai/Ahmedabad/Gujarat, India iimjobs Full timeJob Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...
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HRbp Affluent
4 weeks ago
Mumbai, India Standard Chartered Full time**Job***: Operations **Primary Location***: Asia-India-Mumbai **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 14/Jul/2023, 5:43:00 AM **Unposting Date***: Ongoing **JOB SUMMARY** - The role holder will be the interface between business and HR and will be responsible for formulating and delivering the relevant HR agenda for...
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Relationship Manager-Private Client Group
1 month ago
mumbai, India Talent Corner Full timeRoles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise in...
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Affluent Relationship Manager
1 month ago
bangalore, India Waytogo Consultants Full timeTo up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...
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Mumbai, India Axis Bank Full timeRB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell13 - 15 Years1 OpeningMumbaiRole descriptionTo updateSkillsRefer to the Job Description
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Virtual Relationship Manager
1 month ago
bangalore, India Global Pharma Tek Full timeJob Responsibilities: • Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service • Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. • Fully own the...
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Mumbai, India Axis Bank Full timeRB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description
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mumbai, India Axis Bank Full timeRB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description
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Treasures Segment Lead
3 weeks ago
Mumbai, India DBS Bank Full timeBusiness FunctionGroup Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates, in an...
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Hni Sales
1 month ago
Delhi, India Cloudare Technologies Private Limited Full time**We are hiring for HNI Sales - Wealth position for Delhi location. Below is the details for the same-** **ROLES & RESPONSIBILITIES: -** - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred...
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Relationship Manager
3 days ago
delhi, India Bandhan Bank Full timeLocation: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Relationship Manager
3 days ago
Delhi, India Bandhan Bank Full timeLocation: South KolkataRequirement:- The candidate needs to have minimum 3-5 years' experience in wealth management.- The candidate needs to be both NISM and IRDA certified with active certifications.- Minimum education qualification is graduation.The following are the specifications for the role:- The candidate should be a proven performer with excellent...
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Premium Relationship Manager
2 weeks ago
Mumbai, India Standard Chartered Bank Full timeRole Responsibilities Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of...
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Premium Relationship Manager
2 weeks ago
mumbai, India Standard Chartered Bank Full timeRole Responsibilities Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period...
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Treasures Segment Lead
1 month ago
mumbai, India DBS Bank Full timeBusiness Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates,...
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Treasures Segment Lead
1 month ago
Mumbai, India DBS Bank Full timeBusiness Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Responsibilities - - You will be responsible for the project management, execution and activation of sponsorships and events, that DBS enters into contract with or creates,...
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Premium Acquisition Manager | Small Finance Bank
3 weeks ago
bangalore, India Riverforest Connections Private Limited Full timeGrade : Manager/Deputy Manager Business Unit : Branch Banking Designation: Premium Acquisition Manager Purpose of the role: To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding. Key Responsibilities: ...
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Relationship Manager
3 days ago
new delhi, India Bandhan Bank Full timeLocation:South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification isgraduation .The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Avp- Private Wealth
4 weeks ago
Mumbai, India SearchLight HR Services Pvt. Ltd Full timeHappy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....