Senior Nri Wealth Relationship Manager

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS servicesResponsible for up selling, cross- selling, providing regular market information and updates to the customersManage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Achieve...

This position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms.· Develops new and expands existing NRI customer relationship for liabilities specifically and across...

**3 - 8 years**: **Any Graduate**: **NRI- Wealth**: **6 lkh ~ 8 lkh**: **Job Purpose** To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank **Responsibilities**: **Actionables** HNW...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Lead and supervise a team of NRI Relationship Managers to ensureexceptional service delivery and clientsatisfaction.Strategicallytarget and acquire highvalue relationships with NRI Clientsparticularly in the equity marketsegment.Overseethe acquisition and service of large trader clients and those withsignificant investment portfolios ensuring their needs are...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

**3 - 5 years**: **Any Graduate**: **NRI- PB**: **6 lkh ~ 8 lkh**: **Personal Banker - NRI Business** **Job Title**: Personal Banker-NRI **Business Unit (PA)**:NRI Business **Team **:NRI Sales **Reports to (job) **:Regional Head / PB Head **Location of role **:Pan India **Job Fn**:Sales **Role Type**:Individual Contributor **No of direct reportees:...

Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...

Job Description: Handling Team of NRI Relationship Managers Acquiring highvalue relationships of NRIClients (EQUITY) Managing Large TraderClients/Big Ticket size Client Acquisition & service Managing relationships of NRI clients retaining &enhancing the advisory relationship To generaterevenue from new clients To execute cross sellefforts as per the focus...

Job Description : Handling Team of NRI Relationship Managers Acquiring highvalue relationships of NRIClients (EQUITY) Managing Large TraderClients/Big Ticket size Client Acquisition & service Managing relationships of NRI clients retaining &enhancing the advisory relationship To generaterevenue from new clients To execute cross sellefforts as per the...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

Hello, Greetings from Bharti AXA Life Insurance! We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement Solutions Identify Customer Needs & Provide them with suitable solutions Build...

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

Company DescriptionAlpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.Role DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...