Wealth Relationship Manager
2 months ago
Provide financial solutions to the HNI customers while maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through customer engagement activities
Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire new customers by converting referral leads
Achieve targets as assigned by the organization on a monthly basis
Record and track all engagement activities through the CRM system
-
Wealth Manager
4 weeks ago
bangalore, India Entrust Family Office Full timeCompany DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...
-
Wealth Manager
4 weeks ago
bangalore, India Entrust Family Office Full timeCompany Description ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...
-
Asset and Wealth Management
2 months ago
bangalore, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Asset and Wealth Management
4 weeks ago
bangalore, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Senior Wealth Manager
2 weeks ago
bangalore, India Fincity Full timeOur Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Partner - Wealth Management
1 week ago
bangalore, India Fincity Full timeOur Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Senior Wealth Manager
1 week ago
bangalore, India Fincity Full timeOur Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Senior Wealth Manager
2 weeks ago
Bangalore City, India Fincity Full timeOur Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Senior Wealth Manager
2 weeks ago
bangalore, India Fincity Full timeOur Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...
-
Product Manager
1 month ago
bangalore, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Product Manager
1 week ago
bangalore, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Product Manager
1 month ago
bangalore, India EdgeVerve Full timeJob Description - Product Manager (Wealth Management) Experience - 9 to 15 years Location - Electronic City, Bengaluru Experience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...
-
Relationship Manager
2 months ago
Mumbai/Bangalore/Pune/Hyderabad/Delhi NCR/Kolkata, India iimjobs Full timeJob Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...
-
Senior Relationship Manager
2 weeks ago
Bangalore City, India SKS Enterpprises - Human Resource Planning and Management Full timePosition Name Sr Relationship ManagerLocation BangaloreExperience Range 12 17 years Salary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing...
-
Wealth Relationship Manager
4 weeks ago
bangalore, India Waytogo Consultants Full timeJob Role:Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship.Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...
-
Product Manager
1 month ago
Bangalore City, India EdgeVerve Full timeJob Description Product Manager (Wealth Management)Experience 9 to 15 yearsLocation Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment Products,...
-
Product Manager
1 week ago
Bangalore City, India EdgeVerve Full timeJob Description Product Manager (Wealth Management)Experience 9 to 15 yearsLocation Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment Products,...
-
Wealth Relationship Manager
4 weeks ago
bangalore, India Waytogo Consultants Full timeJob Role: Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long...
-
Asset and Wealth Management
2 months ago
bangalore, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
-
Asset and Wealth Management
2 months ago
bangalore, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...