Relationship Manager | Wealth
1 month ago
Ensures high levels of customer service orientation and application of bank policy.
Cross sells existing bank products to customers.
Informs customers of new products or product enhancements to further expand the banking relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Coordinates with other group companies to provide seamless access to other products.
Maintains complete relationship record for assigned customer accounts.
Tracks customer complaints/queries and turnaround times for customer satisfaction
Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
Understanding of MF and Insurance an added advantage Customer orientation,
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Wealth Relationship Manager
1 month ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...
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Wealth Relationship Manager
1 month ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth 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...
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Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
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Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
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Wealth Executive
2 months ago
Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...
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▷ [3 Days Left] Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full time- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- 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...
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Client Relationship Manager
4 weeks ago
Ahmedabad, India Waytogo Consultants Full timeTo up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.· Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet customer needs·...
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Client Relationship Manager
4 weeks ago
Ahmedabad, India Waytogo Consultants Full timeTo up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.· Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.· Profiling customers and provide financial products to meet customer needs·...
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Associate
2 months ago
Ahmedabad, Gujarat, India Swatantra Wealth Full timeJob Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...
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Wealth Advisor
1 month ago
Ahmedabad, Gujarat, India Sai Management Consultancy Full timeAhmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...
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Wealth Executive
1 month ago
Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full timeJob Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...
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Family Office Rm- Wealth
1 month ago
Ahmedabad, India PhiBonacci Solutions Full time**SKILLS FRAMEWORK FOR FINANCIAL SERVICES SKILLS MAP** **- FAMILY OFFICE ADVISOR - WEALTH** **Sector **Financial Services - WEALTH Sales, After Sales, Distribution and **Track** **Occupation **Relationship Management Relationship Manager **Job Role Family Office RM-** **WEALTH** The Family Office - Wealth is responsible for advising and providing...
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Relationship Manager Wealth Management
1 month ago
Ahmedabad, India timesjobs Full timeYou will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates. The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...
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Relationship Manager Wealth Management
1 month ago
Ahmedabad, Gujarat, India timesjobs Full timeYou will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates.The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...
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Corporate Sales- Wealth
22 hours ago
Ahmedabad, India Manpower group Pvt Ltd Full time**The Role** - Consultative Sales to Large/Mid-Size Corporate in Gujarat. - Responsible for developing new clients and ensuring consistent flow of new revenue for the company. - Manage & build relationships with existing clients for upselling new products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities,...
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Wealth Advisor
3 weeks ago
Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full timeWe are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...
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Sr Wealth Manager
4 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on
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Sr Wealth Manager
1 week ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on
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Sr Wealth Manager
3 weeks ago
Ahmedabad, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on TimesJobs.com.
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Wealth Executive
2 months ago
Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...