Wealth Manager

Wealth Manager in Leading MNC BankJob Duties & Responsibilities: Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training &...

Job Description for Preferred Relationship Management - Wealth Designation: Manager/Senior Manager/AVP/VP.SUMMARY: -The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such...

Department: Wealth ManagementLocation: KolkataJob Type: Full-timeReports to: HNI Desk HeadSalary Range: CompetitiveJob Summary: Manager/Sr Manager- Relationship Manager (HNI) is responsible for direct sales, focusing on acquiring and managing a quality base of High Net Worth Individuals (HNIs). The role involves leveraging networking, databases, and market...

Job Description for Preferred Relationship Management - Wealth Designation: Manager/Senior Manager/AVP/VP.SUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such...

Department: Wealth ManagementLocation: KolkataJob Type: Full-timeReports to: HNI Desk HeadSalary Range: CompetitiveJob Summary: Manager/Sr Manager- Relationship Manager (HNI) is responsible for direct sales, focusing on acquiring and managing a quality base of High Net Worth Individuals (HNIs). The role involves leveraging networking, databases, and market...

Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge of all products & services. Be the leader in resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints &...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Serve as a dedicated single point of contact for 75-100 HNWI clientsPortfolio managementReview individual account relationships to determine the banking and investment needs of clientsIdentify the risk profile of the customerIdentify potential investment products for clientsCounsel client on emerging financial issues, new bank products and services,...

Serve as a dedicated single point of contact for 75-100 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 services,...

Serve as a dedicated single point of contact for 75-100 HNWI clientsPortfolio managementReview individual account relationships to determine the banking and investment needs of clientsIdentify the risk profile of the customerIdentify potential investment products for clientsCounsel client on emerging financial issues, new bank products and services,...

Designation: Wealth ManagerExperience: - 8 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry:BFSIRole Summary:The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high net worth relationships and managing & retaining such...

Job Description: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

I. Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 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...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 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...

We are hiring for Sr. Wealth Manager position for our client in Bangalore, Kolkata, Chennai, Hyderabad.Our client is in Wealth, is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA.vThe company is part of the Group, which has growing...

Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

Senior Wealth Manager/Relationship Manager with our client in Bangalore, looking for someone with good experience in handling uHNI Clients, with handling AUM portfolio at 25 Cr.Open Position : Wealth Management Relationship Manager : Kolkata/Hyderabad/Delhi/ Bangalore/Chennai1. Serve as a trusted financial consultant to high-net-worth individuals or...

Senior Wealth Manager/Relationship Manager with our client in Bangalore, looking for someone with good experience in handling uHNI Clients, with handling AUM portfolio at 25 Cr.Open Position : Wealth Management Relationship Manager : Kolkata/Hyderabad/Delhi/ Bangalore/Chennai1. Serve as a trusted financial consultant to high-net-worth individuals or...

About Client :Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation : Wealth ManagerExperience : 1 - 9 YearsEducation : MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary: The wealth manager is the ultimate face of the business as He / She is...

Designation: Wealth ManagerExperience: 4 - 8 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary:The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high net worth relationships and managing & retaining such...

- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products services. Be the leader for resolving all queries complaints. Ensure full training & briefing on all product launches & upgrades.- Research complaints &...

Job Description COMPANY My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their...