Wealth Relationship Manager

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...

Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. 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...

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...

SALARY: 4 lakhsLOCATION:Navi MumbaiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high...

Designation : ND Department Mutual Fund.Job Location : Mumbai.Exp: 5 to 10 years. Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience.Responsibilities: Responsible for all Sales & distribution for the assigned set of distributors. Responsible for advising the distributors the...

Hiring a Marketing Lead, Director for Asset and Wealth Management in Mumbai.Job Responsibilities:Team Leadership and Management: Build and lead a high-performing marketing team.Provide guidance, mentorship, and professional development opportunities to team members. Foster a collaborative and innovative culture within the marketing organization.- Focus on...

National Manager - Sales ABOUT ASTAGURU)AstaGuru operates as an online auction platform, allowing bidders and collectors from around the world to participate in their auctions via the internet. This digital approach has made it more accessible to a global audience.The organization conducts auctions across various categories, including but not limited to:Fine...

Relationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...

Relationship Manager - PCM Sales international market Important qualifying criteria: Prior institutional sales experience. Should have done sales with international Fund houses Min of 3 yrs of exp is a Must MBA is desiredJD : Assist in the development and execution of sales strategies to acquire and retain Non-Resident Indian (NRI) clients. Support the team...

Apply for Relationship Manager, Career Progress Consultants in Navi Mumbai ,Mumbai for 2 - 5 Year of Experience on

Apply for Relationship Manager, Career Progress Consultants in Navi Mumbai ,Mumbai ,Thane for 3 - 5 Year of Experience on

Product Manager - WealthJob Description:Manager - Wealth, ProductsExperience (6+ Years)Location - MumbaiThe Product Team is responsible for deliberating and helping the firm develop. investment, Product & Economic strategy catering and focused on High Net WorthIndividual clients as well as Corporate Treasuries across all investable assets.Key...

Relationship manager - Infrastructure finance Key Responsibilities: Sourcing and structuring of deals Financial modelling and preparation of presentations for internal approvals Liase with legal team as well as client for the documentation of the deal Disbursement of the debt facility sanctioned to client Managing post disbursement activities Monitoring of...

Apply for Premier Relationship Manager, Tekpillar in Mumbai ,Kolhapur ,Nagpur ,Nanded ,Nasik for 2 - 4 Year of Experience on

Generate revenue/ achieving the targets for the company by acquiring new clients through references and other sources.Maintaining client relationships and generate AUM from preferred clients.Know market sentiment via research, valuation and data analysis.Monitor BSE/NSE and other international market performance.Provide key clients daily information related...

Experience in Years Min - 1yrScope and Responsibilities 1. Will be directly responsible for retail / HNI customer acquisition for financial products related to the stock markets.Calling customers based on leads generated as well as seek referals from existing clientsUpdate the prospective clients on various services offered by Sushil FinanceBuilding a good...

Canara HSBC Life InsuranceDesignation : Sr. Relationship Officer-Direct DistributionJob Description: Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business...

JOB DETAILSServe a designated portfolio of accounts in the Commercial Banking business segmentOur services Asset Allocation, loans, Mutual Funds, Insurance, Tax Planning, Financial GoalsDevelop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customersAchieve various individual business...

Designation Functional BA Job Description 1. Good 5-10 years experience, specifically in the Indian capital marketsFront to Back Knowledge on Trade life cycles on Equities Asset classes in the Indian MarketsFront to Back Trade life cycles on Mutual Funds, with knowledge on RTAs and BSE MF/NSE MF platform for mutual fundsKnowledge on the other Fixed income...

Education Any GraduateKey Skills Customer service, Strong Communication Skills, CRM, customer relationship, customer relationship executiveDescription Inbound and Outbound calling.Basic Computer Skills.Problem Resolving Capabilities.Inter Personal Skills.