HNI- Relationship Manager

1) Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment...

Key Responsibilities:- Lead the ETF division within the region, driving sales, revenue, and market share growth.- Develop and implement effective strategies to attract and retain institutional clients and HNI investors.- Build and maintain strong relationships with key stakeholders including institutional investors, financial advisors, and HNI clients.-...

Location: HyderabadRoles and ResponsibilitiesTo sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the client.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the client net worth relationships.Ensuring the highest levels of service to...

Location: HyderabadRoles and ResponsibilitiesTo sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the client.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the client net worth relationships.Ensuring the highest levels of service to...

Job DescriptionManaging Commercial, Trade & Current Account relationships in business banking segmentGenerating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality normsAttaining,...

Job Description Managing Commercial, Trade & Current Account relationships in business banking segmentGenerating leads for Business Loan Group for Working capital requirement, Acquisition of assets etc.Executing customer centric operations & ensuring customer satisfaction by regular analysis & upgradation of delivery & service quality normsAttaining,...

Roles and Responsibilities   5+ years experience in future and options, MTF trading, Equity marketing, sales Should handle HNI clients Should be from stock broking or banking. Desired Candidate Profile   Perks and Benefits  

Affluent Relationship Manager - Leading bank Role : Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI, Alternate Products and other cross sell products Develop and maintain a longterm relationship with the customer to maintain a high level of retention of the existing...

Job 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...

Job Title: US Tax Staff to Supervisor - 1040 HNI + 1065 & 1120sAbout the firm:Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for...

Looking for a Professional having experience in US Individual HNI Tax (1040+1041) for a leading Taxation Accounting Advisory FirmMultiple levels (Senior Consultant / Deputy Manager/ Manager/ Senior ManagerExperience - 3-16 YearsLocation - Hyderabad/ Mumbai/BangaloreProfessional must have worked onWorked into Us tax 1040 HNI, 1041, 709Having experience in...

Designation: Junior Relationship Executive (06-2 Years Experienced in BFSI ,NBFC OR Financial Industry) (Only Male )Metro  Cities    - 2,70LPA CTC +VariablesNon-Metro Cities : 2,04LPA CTC TO 2,35 LPA CTC +VariablesOnly Male candidatesResponsibilities:Handling Sales & Operation At Branch of banking & NBFC products to Customers. Products might...

Job Title: US Tax Staff to Supervisor - 1040 HNI + 1065 & 1120sAbout the firm:Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to...

Job Title: US Tax Staff to Supervisor - 1040 HNI + 1065 & 1120sAbout the firm:Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to...

Job Title: US Tax Staff to Supervisor - 1040 HNI + 1065 & 1120s About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to...

Job Title: US Tax Staff to Supervisor - 1040 HNI + 1065 & 1120sAbout the firm:Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to...

Roles and Responsibilities Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. ...

Looking for a Professional having experience in US Individual HNI Tax (1040+1041) for a leading Taxation Accounting Advisory FirmMultiple levels (Senior Consultant / Deputy Manager/ Manager/ Senior ManagerExperience - 3-16 YearsLocation - Hyderabad/ Mumbai/BangaloreProfessional must have worked onWorked into Us tax 1040 HNI, 1041, 709Having experience in...

Looking for a Professional having experience in US Individual HNI Tax (1040+1041) for a leading Taxation Accounting Advisory Firm Multiple levels (Senior Consultant / Deputy Manager/ Manager/ Senior Manager Experience - 3-16 Years Location - Hyderabad/ Mumbai/Bangalore Professional must have worked on Worked into Us tax 1040 HNI, 1041, 709 Having experience...