Wealth Team Leading

Wealth Manager in Leading MNC BankJob Duties & Responsibilities: Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training &...

- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products services. Be the leader for resolving all queries complaints. Ensure full training & briefing on all product launches & upgrades.- Research complaints &...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Kotak Securities - Private Client Group, an excellent choice to build and grow your career. It is an ideal place to develop cross function understanding and enjoy empowerment.We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported by a strong research team, robust digital trading platform & a large branch network, KSL...

Wealth Specialist- BANK Financial and Non Financial Responsibilities Ensure growth of Wealth product volumes, Revenue, product penetration Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same Impart effective training on new/existing product/processes on wealth products and keep the record of attendance...

Serve as a dedicated single point of contact for 75-100 HNWI clients 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 Counsel client on emerging financial issues, new bank products and services,...

Serve as a dedicated single point of contact for 75-100 HNWI clientsPortfolio managementReview individual account relationships to determine the banking and investment needs of clientsIdentify the risk profile of the customerIdentify potential investment products for clientsCounsel client on emerging financial issues, new bank products and services,...

Serve as a dedicated single point of contact for 75-100 HNWI clientsPortfolio managementReview individual account relationships to determine the banking and investment needs of clientsIdentify the risk profile of the customerIdentify potential investment products for clientsCounsel client on emerging financial issues, new bank products and services,...

Wealth Manager in Leading MNC BankJob Duties & Responsibilities:- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training &...

I. Client Management/ Servicing: • Serve as a dedicated single point of contact for 250 HNWI clients • 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 - Counsel client on emerging...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• 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 - Counsel client on emerging financial...

I. Client Management/ Servicing:• Serve as a dedicated single point of contact for 250 HNWI clients• 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 - Counsel client on emerging financial...

Job Description: 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 services. (S)he would be expected to...

Job Description for Preferred Relationship Management - Wealth Designation: Manager/Senior Manager/AVP/VP.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...

The OfferGreat work environmentLeadership RoleWork within a company with a solid track record of successThe JobYour responsibilities will include:Determine organization needs and identify system specificationsExposure to handling overseas projects.Design & develop the structure of technology systems, communicate these with the clientCommunicate system...

We are one of the top players leading the current web designing industry. Located and headquartered at Michigan, we have the solutions to offer which is tailor-made according to your requirements. We have also collaborated and have alliances with companies belonging to similar traditions and business across the globe.The RoleYour responsibilities will...

Wealth Specialist- BANK - Financial and Non Financial Responsibilities Ensure growth of Wealth product volumes, Revenue, product penetration - Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same - Impart effective training on new/existing product/processes on wealth products and keep the record of...

Wealth Specialist- BANK Financial and Non Financial Responsibilities Ensure growth of Wealth product volumes, Revenue, product penetration - Ensure NISM certification/EUIN of all mapped team members and new joiners and timely renewal of the same - Impart effective training on new/existing product/processes on wealth products and keep the record of attendance...