Sr Wealth Relationship Manager

3 weeks ago

Mumbai, Maharashtra, India Leading Private Bank Full time

We are hiring For Sr Wealth Relationship Manager leading Private Bank

Location - Mumbai

Detailed Job Responsibilities

  • Generate new business to achieve defined sales targets
  • Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.
  • Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.
  • Ensure ongoing self-development.
  • Manage the portfolio to de-risk against attrition and achieve stability of book.
  • Manage the key performance indicators at the highest level.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Sales

  • Achieve the Targets set in terms of product mix.
  • Achieve best in class productivity in order to maximize the efficacy of the sales process.
  • Achieve the budgeted cross sell targets.
  • Aggressive Sales call plans to acquire large prospective customers through referrals.
  • Ensure coverage of customer base in accordance with the Group approved Relationship Matrix.

Integration Management

  • Manage the customer transition with utmost sensitivity.
  • Awareness of all the policies and procedures issued in relation to money laundering prevention.
  • Ensure compliance with these policies and procedures on an ongoing basis.
  • Any suspicious transaction must immediately be reported to the supervising officer.

Desired Candidate Profile

- Total Experience should be 5+ Years

- 4-5 years into Wealth Relationship Manager / Private Banking, preferably comes with his own book that he would have built over the years.

- Excellent communication skills

  • Sr Wealth Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India Leading Private Bank Full time

    We are hiring For Sr Wealth Relationship Manager leading Private

  • Sr Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Leading Private Bank Full time

    We are hiring For Sr Wealth Relationship Manager leading Private BankLocation - MumbaiDetailed Job ResponsibilitiesGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high percentage of...

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    15 hours ago

    Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per year

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Wealth Manager

    4 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India TriGen Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionTriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities,...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Online Activation Desk for B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Online Activation Desk for B2B Business Role Overview: We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • TriGen Wealth

    3 weeks ago

    Mumbai, Maharashtra, India Prime Trigen Wealth Limited Full time

    Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...