Investment RM

1 month ago


Pune, India Waytogo Consultants Full time
  • Increasing the Liability book and Investment AUM portfolio size
  • through, deepening and new acquisition.
  • Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
  • Ensure quality of sourcing by acquiring Potential Wealth Clients.
  • Acquiring and managing both business, individual (resident and NRI) clients.
  • Increase product penetration and exit barriers, by cross- selling more number of products per client.
  • Performing Portfolio allocations, reviews & financial check-ups for each client at
  • defined frequency.
  • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
  • Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
  • Ensuring adherence to Compliance processes and guidelines.
  • Reduce rejection rates and improve quality of documentation.
  • Ensuring 360° client engagement – “Total Client Ownership”.


  • Affluent Burgundy Rm

    1 month ago


    Pune, India Skillventory Full time

    **Affluent Burgundy RM**: - From 6 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Puneor **Roles and Responsibilities** **_Job Description:_** 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...

  • Private Banking Rm

    1 month ago


    Pune, India Deutsche Bank Full time

    **Job Title: Private Banking Advisor - Branch Banking** **Location - Mumbai** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to **nurture **the...


  • Pune, India RiverForest Connections Private Limited Full time

    **Job Purpose** Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the bank?s strategy so as to achieve and maintain leadership position in the location / region. **KEY...

  • Business Banking Rm

    6 days ago


    Pune, Maharashtra, India Deutsche Bank Full time

    **Business Banking RM**: **Job ID**:R0295159**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Pune**Position Overview**: **Job Title - **Business Clients Advisor, AS** **Location - Pune, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....

  • Hiring for Nbfc

    6 days ago


    Pune, India Skillventory Full time

    **Hiring For NBFC : RM : Construction Finance : Pune**: - From 5 to 10 year(s) of experience - ₹ Not Disclosed by Recruiter - Puneor **Roles and Responsibilities** Core Responsibilities: - Meet & exceed business targets by acquiring new client relationships and maintaining them. - Identify developer funding opportunities from existing and new...

  • Business Banking RM

    2 months ago


    pune, India A537 Deutsche Bank Aktiengesellschaft, Filiale Pune Full time

    Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that...

  • Business Banking RM

    2 months ago


    Pune, India A537 Deutsche Bank Aktiengesellschaft, Filiale Pune Full time

    Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll...

  • Business Banking RM

    2 weeks ago


    Pune, India A537 Deutsche Bank Aktiengesellschaft, Filiale Pune Full time

    Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll...

  • Ip Rm

    3 weeks ago


    Pune, India Acme Services Full time

    The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) - **He/She would be responsible to drive the TPP sales through branch sales team and advisors.** - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial...


  • Pune, India Evyavan Premier Full time

    From 1 to 6 year(s) of experience - ₹ 3,00,000 - 7,00,000 P.A. - Pune, Delhi / NCR, Mumbai (All Areas)or **Roles and Responsibilities** Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction. **Perks and...


  • Pune, India Kotak Securities Full time

    **Department**:Broking Channel** **Designation**:Branch Sales - RM** **Grade: E1/ E2 - Assistant Manager OR Deputy Manager** **Years of Exp: 1 to 4 yrs** **Reporting to: M3/M4** **Location: Mumbai **Roles**: - Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients - Will be responsible...


  • Pune, India Trdez Investment Pvt. Ltd. Full time

    **Company Overview** TRDEZ is a fast growing Stockbroking and Advisory firm operating out of Pune with an experienced team of professionals from the areas of Financial services and Technology management. It strives to build a culture is driven by values. The firm is constantly learning, responsive and atypical. It also strives to provide the best experience...


  • Pune, India Evyavan Premier Full time

    From 2 to 7 year(s) of experience - ₹ 7,00,000 - 17,00,000 P.A. - Pune, Delhi / NCR, Mumbai (All Areas)or **Roles and Responsibilities** Responsible for making and maintaining the data for existing and newly acquired customers for increasing the bank books. Managing the relationship with existing set of corporate for driving the recurring business and...

  • Pcc Only

    5 days ago


    Pune, India Deutsche Bank Full time

    **Job Title: Private Banking Advisor - Branch Banking** **Location - Mumbai** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to **nurture **the...


  • Pune, India Capgemini Full time

    **Job Description**: - Bachelor’s degree in Computer Science or equivalent; - Experience with ION/WSS GBS or ION/WSS Atlas Systems. - Experience in HP Non Stop Server (aka Tandem). - Experience in COBOL c85 Programming, IFER concepts. - Experience in PATHWAY, TACL, FUP, SCUP, ENSCRIBE, ENFORM, INSPECT, SPOOLCOM. - Experience with OSS environment. -...


  • Pune, India Capgemini Full time

    Bachelor’s degree in Computer Science or equivalent; - Experience with ION/WSS GBS or ION/WSS Atlas Systems. - Experience in HP Non Stop Server (aka Tandem). - Experience in COBOL c85 Programming, IFER concepts. - Experience in PATHWAY, TACL, FUP, SCUP, ENSCRIBE, ENFORM, INSPECT, SPOOLCOM. - Experience with OSS environment. - Experience with source code...


  • Pune, India Capgemini Full time

    Bachelor’s degree in Computer Science or equivalent; - Experience with ION/WSS GBS or ION/WSS Atlas Systems. - Experience in HP Non Stop Server (aka Tandem). - Experience in COBOL c85 Programming, IFER concepts. - Experience in PATHWAY, TACL, FUP, SCUP, ENSCRIBE, ENFORM, INSPECT, SPOOLCOM. - Experience with OSS environment. - Experience with source code...

  • Pcc Only

    2 weeks ago


    Pune, India Deutsche Bank Full time

    **Job Title: PCC Only - Private Banker** **Location - Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to **nurture...


  • Pune, India Mintskill HR Solutions LLP Full time

    Job DescriptionDepartment Priority – Retail Liabilities Location : Multiple locations in IndiaNumber of Positions 15Position Grade: M4/M5‘Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and...


  • Pune, Maharashtra, India Trdez Investment Pvt. Ltd. Full time

    **Company Overview** TRDEZ is a fast growing Stockbroking and Advisory firm operating out of Pune with an experienced team of professionals from the areas of Financial services and Technology management. It strives to build a culture is driven by values. The firm is constantly learning, responsive and atypical. It also strives to provide the best experience...