Affluent Relationship Manager

Affluent 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...

Job 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...

**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...

Hiring For Leading AMC Company - ON Role 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...

Roles 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...

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 Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring...

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell13 - 15 Years1 OpeningMumbaiRole descriptionTo updateSkillsRefer to the Job Description

Job 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...

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description

RB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell 13 - 15 Years 1 Opening Mumbai Role description To update Skills Refer to the Job Description

Business 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...

**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...

Location: 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...

Location: 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...

Role 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...

Role 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...

Business 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,...

Business 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,...

Grade : 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: ...

Location: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...