Investment RM

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. **Job Purpose**: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. **Roles &...

**Role/Job Title**: Investment Portfolio Counsellor **Business**: Retail Banking **Function/ Department**: Wealth Management **Place of work**: PAN India Job Purpose : Provide advice and guidance related to financial investments Educate clients about range of investment products and services and recommend options that might best serve their particular...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. Job Purpose: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. Roles &...

This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bank Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as...

NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. Reviews the inflows...

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 relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** 1. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client’s profile. 2. Showcase entire product suite of “Kotak Group” to existing clients and growing their assets...

Hiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years + Mode- WFO- 5 days Location- Pan India Responsibilities: Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to. The role includes: To...

**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...

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 for primarily selling...

To up-sell MF products to Retail/HNI 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 Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs...

Position Name - Sr Relationship Manager Location - Bangalore Experience Range - 12 - 17 years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and...

Your role Are you interested in Records Management (RM) and electronic Archiving? Would you like to develop your RE expertise in records management and apply your analytical- andmunication skills in a multinationalpany? Are you thrilled to analyze archiving solutions, their processes and the organizations behind them? Are you driven to define engineering...

Your role The candidates are students from are a part of our CSR, from MKSSS school. Your team GOTO RM&GR Your expertise This role is in collaboration with our CSR initiative, the 6 candidates will work in various sub-teams within RMGR for a period of 6 months About us UBS is the world's largest and the only truly global wealth manager. We operate...

Calling all those who dare to dream BIG—if solving working capital challenges and building tech-enabled solutions, gives you a high like no other then this is the closest you will ever get to it! - CredAble is for the curious, the determined, and the problem solvers. We’re making a difference in the world of working capital financing and solving...

Job Req ID: 42432- Location: Bareiilly, IN- Function: Sales and Distribution- About: - Vodafone Idea Limited is an Aditya Birla Group and Vodafone Group partnership. It is India’s leading telecom service provider. The Company provides pan India Voice and Data services across 2G, 3G and 4G platform. With the large spectrum portfolio to support the growing...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...