Portfolio Relationship Manager

Relationship Manager - MIDCAP-(WD52131) Position Title : Relationship Manager  Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with...

Relationship Manager - MIDCAP-(WD52131) Position Title : Relationship Manager  Department : IGB3 Job Purpose To acquire and build a well diversified portfolio within the IBG 3 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy...

You will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates. The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...

You will need to build a strong understanding of a clients risk profile, attitude towards risk, and investment objectives to act as a personal relationship manager who can recommend the right product for the individual, family or corporates.The qualities expected of a relationship manager include:Trust, Integrity and Passion:in meeting your clients...

Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

Job Description To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the...

Job DescriptionTo Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...

APosition Overview Position Title Relationship Manager - Bancassurance IBL Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Manager/Area Manager C Job Dimensions Geographic Area Covered Branches /...

APosition Overview Position Title Relationship Manager - Bancassurance IBL Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Manager/Area Manager C Job Dimensions Geographic Area Covered ...

Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...

Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...

Job Title: Relationship ManagerJob Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain.Education:- Graduate in Any Specialization/ MBA in Marketing & Finance.Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...

Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...

Some careers open more doors than others.  If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Associate...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...