Investment RM

**Job description** **Key Roles & Responsibilities** - Support the company’s distribution initiatives and build relationships with key distributors. - Increase market share & visibility amongst select key distributors and manage new distributor empanelment. - Joint calls with distributor RM in a competitive market and assist them in documentation. -...

Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same.Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of...

Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM. Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same. Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of...

Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same.Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of...

This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bankAcquire 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...

**5 - 10 years**: **Any Graduate**: **Capital Market - Commodity Market**: **12 lkh ~ 14 lkh**: **Job Name - PA (Business Unit) **:RM-Capital & Commodity Market Job Title : (Job Name) -RM-Capital & Commodity Mkt Business Unit (PA) : Capital & Commodity Mkt Team : (Sub team in the PA) : East/ Guj - Raj/ Mumbai/ South/ North Reports to (job) : Unit Head -...

**Roles and Responsibilities** Achieving Top -line& Fee growth from New to Bank SME business within an assigned territory by effectively selling the SME products Primary Objective is to promote sell SME products to New-to-Bank customers and as cross-sell to existing customers **Perks and Benefits** - Role:_Acquisition Manager - Salary:_ 5,00,000 -...

- 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...

**Key Responsibilities**: **A. Acquisition** - Assist HRM in executing successful micro-events for acquisition of new clients - Acquire new accounts from group companies / family of existing customers - Acquire new accounts from referrals from existing customers **B. Relationship Building / Deepening / Cross Sel**l Ensure consistent growth of the Savings...

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 with...

Service RM- Treasures-(WD51778) CBG As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and...

Service RM- Treasures-(WD51778) CBG As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and...

**Business Function** Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...

Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...

Hiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan IndiaResponsibilities: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 Build Assets Under...

Experience: 1 to 3 years’ experience Location: Bangalore / Mumbai / Delhi Education: Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance Job description: **Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.** Assisting in the management of client...

Roles and Responsibilities Relevant product experience, Good communication skills. If someone with a good wealth experience, RM who has very good knowledge on Investment and Insurance can be considered too. Can also explore AMC(Asset management company) staff, From the mutual fund houses in these locations. They have the right knowledge and...

Chartered Accountant (C.A.) | MBA/PGDM WC - OD **Basic Details**:_Fill the required information about business, unit, location, position, reports to position and date of updation of JD_**: **Business** Financial Services **Unit** Aditya Birla Finance Ltd. **Location** **Poornata Position Number of the job** **Reports to: Poornata Position...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

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 needsEnsuring...