Affluent Wealth Manager

4 weeks ago

New Delhi, India Steersman Talent Acquisition Pvt Ltd Full time

Job Description:

Affluent Wealth Manager (Senior Manager/AVP)

About ANTAL:

Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.

We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner companies and help them find exceptional talents who can add value to the organization.

About Client:

Our client is an established leading Bank which commenced operations in 1994, caters to the needs of both consumer and corporate customers. Its technology platform supports multi-channel delivery capabilities. As on March 31, 2022, Bank has 2,265 Branches / Banking Outlet and 2,767 ATMs spread across 776 geographical locations of the country. The Bank also has representative offices in London, Dubai and Abu Dhabi. Bank was included in the NIFTY 50 benchmark index on April 1, 2013. Their headquarter is in Mumbai, Maharashtra. Bank headcount is 10000+.

Designation: Wealth Manager (Senior Manager)


Location: Delhi (DLF Capitol Point, Baba Kharak Singh Road)


Educational Qualification: Any Graduate (Preferably with MBA)


Experience: 8-15 Years


Job Description:

- Generate new business to achieve defined sales targets.

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other Achieve the Targets set in terms of product mix.

- Achieve "best in class" productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management:

- Manage the customer transition with utmost sensitivity.

- Awareness of all the policies and procedures issued in relation to money laundering prevention.

- Ensure compliance with these policies and procedures on an ongoing basis.

- Any suspicious transaction must immediately be reported to the supervising officer.

Desired Skills and Expertise:

- Strong team player the ability to work on own initiative.

- Excellent communication skills, client focus and negotiation skills.

- Good at presentation skills.

- Sound knowledge of client relationship management system and wealth products & services. (ref:iimjobs.com)

  • Affluent Wealth Manager

    1 week ago

    Delhi, Delhi, India Steersman Talent Acquisition Pvt. Ltd. Full time

    Job Description:Affluent Wealth Manager (Senior Manager/AVP)About ANTAL:Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK.We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various SAP Partner...

  • Wealth Manager

    1 week ago

    Delhi, Delhi, India AnandRathi Shares And Stock Brokers Limited Full time

    We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager -Wealth 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...

  • Rb - Affluent Business:managing Partner

    1 week ago

    Delhi, Delhi, India Axis Bank Full time

    **About Affluent Business**: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate...

  • Affluent Banking:network Coverage

    2 days ago

    New Delhi, India Axis Bank Full time

    **Teller*** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - BOSH**Is a Team leader?** - No**Team Size**: - 1**Grade**: - Assistant Manager, Deputy Manager, Manager**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub** **Department**: - NA**Location**: - Per requirement**About Affluent Banking - Affluent Banking caters...

  • Affluent Banking:network Coverage

    3 weeks ago

    New Delhi, India Axis Bank Full time

    **OIC Trade** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - ROPs Head**Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager, Senior Manager**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub** **Department**: - NA**Location**: - Per Requirement**About Affluent Banking - Affluent Banking...

  • Affluent Banking:network Coverage

    2 days ago

    Delhi, Delhi, India Axis Bank Full time

    **Greeter** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - BOsh**Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Assustant Manager**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Banking caters to a...

  • Rb - Affluent Business:managing Partner

    1 week ago

    Delhi, Delhi, India Axis Bank Full time

    About Affluent Business:Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate...

  • Head of Wealth Management

    3 weeks ago

    delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    **Job Description: Head of Private Wealth Group (PWG) / Zonal Head - Private Wealth Management****Location: ** Bangalore**Reporting to: ** CEO / Head PWG**Role Overview: **The Head of Private Wealth Group (PWG) / Zonal Head for Private Wealth Management will lead the strategic direction, growth, and operational excellence of private wealth management...

  • Vice President of Wealth Management

    5 hours ago

    New Delhi, India Anand Rathi Wealth Limited Full time

    About the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...

  • Head of Wealth Management

    1 week ago

    Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Job Description: Head of Private Wealth Group (PWG) / Zonal Head - Private Wealth ManagementLocation: BangaloreReporting to: CEO / Head PWGRole Overview: The Head of Private Wealth Group (PWG) / Zonal Head for Private Wealth Management will lead the strategic direction, growth, and operational excellence of private wealth management services. This role...

  • Preferred RM

    1 week ago

    New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Description for Preferred Relationship Manager -WealthSUMMARY: - 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...

  • Vice President of Wealth Management

    9 hours ago

    Delhi, India Anand Rathi Wealth Limited Full time

    About the Company: Anand Rathi Wealth Ltd is Hiring RM for Wealth Management. Excellent Opportunity for Relationship Manager at AVP and VP Level with Anand Rathi Wealth Ltd. Based in Delhi NCRAbout the Role: A short paragraph summarizing the key role responsibilities.Responsibilities:On boarding of new client acquisition. RM should aspire to have 50...

  • Preferred Rm

    1 week ago

    Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Description for Preferred Relationship Manager WealthSUMMARY: 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...

  • Preferred RM

    1 week ago

    delhi, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Description for Preferred Relationship Manager -Wealth 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 relationships by delivering the best standards of...

  • Wealth Manager

    2 months ago

    delhi, India Tech Mahindra Full time

    Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

  • Senior Wealth Manager

    7 days ago

    New Delhi, India Bajaj Capital Ltd Full time

    Company DescriptionBajajCapital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth. We provide need-based solutions at the right value and aim to build lifetime client relationships. With a largest range of financial products, we offer safe and secure options for our...

  • Relationship Manager

    1 month ago

    new delhi, India Bandhan Bank Full time

    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...

  • Senior Wealth Manager

    1 week ago

    new delhi, India Bajaj Capital Ltd Full time

    Company Description BajajCapital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth. We provide need-based solutions at the right value and aim to build lifetime client relationships. With a largest range of financial products, we offer safe and secure options for our...

  • Senior Wealth Manager

    1 week ago

    New Delhi, India Bajaj Capital Ltd Full time

    Company Description BajajCapital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth. We provide need-based solutions at the right value and aim to build lifetime client relationships. With a largest range of financial products, we offer safe and secure options for our...

  • Senior Wealth Manager

    1 week ago

    New Delhi, India Bajaj Capital Ltd Full time

    Company Description BajajCapital, located in New Delhi, is a financial services company with over 60 years of experience in helping people protect and grow their wealth. We provide need-based solutions at the right value and aim to build lifetime client relationships. With a largest range of financial products, we offer safe and secure options for our...