Wealth Relationship managers
2 days ago
Dear Applicants,
We are Urgently hiring for Sr wealth Relationship Managers for below locations
Mumbai/Chennai/Bangalore/Ahmedabad/Rajkot/Kolkata/Bhubaneshwar/Patna/Guwahati.
Kindly share profiles on associate2@jobsnavigator.co.in
Job description as below:
Revenue Generation :
- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .
Role description
- Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
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
- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
- Participate in development of new product/services matched to client needs basis client feedback/market intelligence
- Leverage product & investment experts to generate product specific investment ideas for clients Processes
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure processes are consistent with defined compliance norms
- Prepare detailed KYC reports of client Knowledge
- Build knowledge on available products coordinate with product/investment/ advisory/research group
- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings
- Strong verbal and structured communication to ensure that the client is mentored properly
Thanks
Farheen
JOBSNAVIGATOR
SR HR CONSULTANT
-
Leading Bank | Wealth Relationship managers
12 hours ago
Kolhapur, India Leading Bank Full timeDear Applicants,We are Urgently hiring for Sr wealth Relationship Managers for below locationsMumbai/Chennai/Bangalore/Ahmedabad/Rajkot/Kolkata/Bhubaneshwar/Patna/Guwahati.Kindly share profiles on Job description as below:Revenue Generation :- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability...
-
Assistant Vice President– Wealth Operations
1 month ago
Kolhapur, India Genpact Full timeGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...
-
Assistant Vice President– Wealth Operations
1 month ago
kolhapur, India Genpact Full timeGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...
-
Assistant Vice President– Wealth Operations
1 month ago
Kolhapur, India Genpact Full timeGenpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose – the relentless pursuit of a world that works better for people – we...
-
Global Markets – SRM
3 weeks ago
Kolhapur, India Nomura Services India Private Limited (Ex Lehman Brothers) Full timeNomura Overview: Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its four business divisions: Retail, Asset Management, Wholesale (Global Markets and Investment...
-
Relationship Manager
2 months ago
Kolhapur, India Tata AIA Life Insurance Full timeJOB DESCRIPTION A Position Overview Position Title M/SM – Digital Partnerships Department BroCA Level/ Band M/SM – Broking and Corporate Agency Count 1 Locations 1 Gurgaon Role Summary: • Should be a problem solver with a go getter attitude and a very strong action for bias • Maintain the long-term relationship with the partners to ensure...
-
Phillip Capital
1 month ago
Kolhapur, India Phillip Capital Full timeRole & responsibilities. Job:Branch Manager. Qualification: Bachelor's degree in finance, business administration, or a related field; MBA or other relevant advanced degree is preferred. Location:Kolhapur. Experience In Years: 3-5 years of experience in the brokerage or capital market, with a minimum of 1 years in a leadership role. Responsibilities:-...
-
Relationship Executive
6 months ago
Kolhapur, India KSK Recruiters Full time**Acquisition & managing ifa base for business development & marketing of mutual funds house pms air struck es product company fixed deposited bound ncd ipos direct life health general insurance & loan products** **b2b sales for product pms aif structured product ,company fixed deposit bound ncds ipo life** **insurance general thought channel...
-
School Relationship Officer
6 months ago
Kolhapur, India Vedantu Innovations Pvt. Ltd Full time**School Relationship Officer**, **What you will do as an SRO**: - Planning and executing all necessary activities essential for student enrollment - Set up and operationalize tech infrastructure for hybrid classes at new centers/schools - Ensure preparedness before every hybrid class - Provide ongoing technical support for existing centers/schools -...
-
Relationship manager- Alternate Channel
6 months ago
Kolhapur, India Talent Corner Full timeRoles and Responsibilities 1. Acquisition & Managing IFA’s base for Business Development & Marketing. 2. B2B sales for product like MF , PMS, AIF , Structured Products , Company Fixed Deposits, Bonds , NCDs, IPO, Life Insurance, General Insurance , though Channel sales . Desired Candidate Profile 3. Activate IFAs thought regular knowledge...
-
Senior Manager – Applications Operations
3 months ago
kolhapur, India Tata Consumer Products Full timeWhat are the Key Deliverables in this role? Financial Outcomes Be the vanguard of value, finding efficiencies in sales operations that reduce waste, boost performance, and enhance our competitive edge. Customer Service Work closely with cross-functional teams to align IT initiatives with business goals, creating a sales operation that’s not just...
-
Senior Product Manager, Payroll
5 months ago
Kolhapur, India Remote Full timeAll of our positions are fully remote. You do not have to relocate to join us! What this job can offer you Remotes Product team is a powerhouse of creativity and problem-solving. We work on groundbreaking projects that redefine how businesses manage their most valuable asset their people! Helping businesses find, hire, onboard, pay and manage their...
-
Manager - Invoicing Operations
3 weeks ago
Kolhapur, India Mantras2Success.com Full timeLocation: Dolvi ( Maharashtra) Budget: Upto 20 LPAExperience: 5+years Industry: E-commerce We are looking for an experienced operations Manager to lead and optimize plant operations, manage key accounts, and oversee the end-to-end operational processes. This role requires a strategic thinker with strong organizational skills who can drive operational...
-
Area Sales Manager
4 weeks ago
kolhapur, India Ingersoll Rand Compressor Systems & Services Full timeJob Title Area Sales Manager- GLI Location Territory: Kolhapur About Us Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial...
-
Area sales manager
4 weeks ago
Kolhapur, India Ingersoll Rand Compressor Systems & Services Full timeJob Title Area Sales Manager- GLI Location Territory: Kolhapur About Us Ingersoll Rand Inc. (NYSE: IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and...
-
Mutual Fund Executive(Female)
6 months ago
Kolhapur, India Trade Net Wealth Broking Pvt ltd Full time1. Client Calling for Investment Advisor 2. Attending Client Meetings 3. Advice to Client 4. Co-ordination with other team 5. Reporting to Manager **Job Types**: Full-time, Permanent **Salary**: ₹13,000.00 - ₹15,000.00 per month **Benefits**: - Provident Fund Schedule: - Day shift Supplemental pay types: - Performance...
-
Area Sales Manager
4 weeks ago
kolhapur, India Ingersoll Rand Compressor Systems & Services Full timeJob TitleArea Sales Manager- GLILocationTerritory: KolhapurAbout UsIngersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions...
-
Area sales manager
4 weeks ago
Kolhapur, India Ingersoll Rand Compressor Systems & Services Full timeJob TitleArea Sales Manager- GLILocationTerritory: KolhapurAbout UsIngersoll Rand Inc. (NYSE: IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial...
-
Customer Success Manager
3 weeks ago
kolhapur, India HR Huddle Full timeWe are hiring for a Ed-Tech company based in Delhi.Location: DelhiExperience: 1-3 yearsCTC: 3 - 6 LPAWe are seeking an experienced and proactive Enterprise Customer Success Executive to join our team. In this role, you will be the primary point of contact for our largest and most strategic clients, ensuring their success and satisfaction with our products...
-
Area Sales Manager
4 weeks ago
kolhapur, India Ingersoll Rand Compressor Systems & Services Full timeJob TitleArea Sales Manager- GLILocationTerritory: KolhapurAbout UsIngersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions...