Wealth Relationship Manager | Acquistion

Position Title : Treasures Relationship Manager Department: CBGRank : Associate/Sr AssociateReports To: Vice PresidentJob Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?")- To deliver exceptional volume and revenue performance by acquiring and engaging...

Position Title : Treasures Relationship Manager Department: CBGRank : Associate/Sr AssociateReports To: Vice PresidentJob Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?")- To deliver exceptional volume and revenue performance by acquiring and engaging...

Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose:  The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and...

• Conduct Events and activities to enable lead generation to assist NTB acquisition• Implement “needs-based strategy” to attract New to Bank (NTB) clients in theassigned location/areas and actively engage them in new business opportunities.• Drive incremental NNM leveraging CA/SA/TD Growth and revenue by cross selling Insurance,FX and Investments...

Leadership role Wealth Creation Opportunity About Our Client Our client is one of the Top Wealth Fintech companies in the Indian market Job Description Leadership and Vision: Develop and communicate a clear vision and strategic direction for the company.Inspire and lead a high-performing team to achieve ambitious goals.Foster a...

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs. ...

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs....

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

Company Description SR Wealth Elite is a trusted wealth management firm located in Gurugram, with over 15 years of experience in empowering clients to achieve their wealth creation goals. Led by top SEBI-registered research analysts and experienced market professionals, we deliver customized services that are tailored to each client's financial goals,...

The Private Equity Wealth Advisor shall move with his existing portfolio of HNI clients. Its a customer acquisition role. The role is based at Gurgaon/Delhi. Depending upon experience and past compensations, current emoluments can be fixed between 8 to 20 lakh CTC. Candidate must have experience in AIF, PE Fund, PMS, Structured products for HNIs and NRIs.

Overview: As an Elite Relationship Manager, you will be responsible for managing and nurturing relationships with high-net-worth individuals or elite clientele. Your primary goal will be to provide exceptional service, tailored financial solutions, and personalized attention to meet the unique needs and goals of our elite clients. This role requires a deep...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled...