▷ [Apply in 3 Minutes] Private Wealth Management Specialist
2 weeks ago
- Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.- Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries , wealth product , investment.- Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.- Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.- Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.- Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.- Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers.
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Private Wealth Manager
1 week ago
Coimbatore, India Response Informatics Full timeAcquire 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 agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings...
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Private Wealth Manager
1 week ago
coimbatore, India Response Informatics Full timeAcquire 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 agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings...
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Treasury Wealth RM
5 days ago
Coimbatore, India Response Informatics Full timeTreasury RM - Leading Bank - CoimbatoreKey Accountabilities(List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5)• Acquire 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.•...
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Treasury Wealth RM
6 days ago
Coimbatore, India Response Informatics Full timeTreasury RM - Leading Bank - CoimbatoreKey Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5)• Acquire 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.•...
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Treasury Wealth RM
5 days ago
coimbatore, India Response Informatics Full timeTreasury RM - Leading Bank - Coimbatore Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5) • Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of...
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Treasury Wealth RM
5 days ago
Coimbatore, India Response Informatics Full timeTreasury RM - Leading Bank - CoimbatoreKey Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5)• Acquire 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.•...
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Wealth Manager
3 weeks ago
Coimbatore, India Muthoot Fincorp Ltd. Full timeJob DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.Business Development and Relationship Management:Identify opportunities to expand the client base...
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Wealth Manager
3 weeks ago
coimbatore, India Muthoot Fincorp Ltd. Full timeJob Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services. Business Development and Relationship Management: Identify opportunities to expand the client...
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Wealth Manager
3 weeks ago
Coimbatore, India Muthoot Fincorp Ltd. Full timeJob DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.Business Development and Relationship Management:Identify opportunities to expand the client base...
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[Apply in 3 Minutes] Radiologist
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Apply Now: Program Manager
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Coimbatore, India Kumaraguru College of Technology Full timeCompany DescriptionKumaraguru College of Technology (KCT) is a private Engineering College located in Coimbatore. Established in 1984, KCT is affiliated to Anna University, Chennai and approved by All India Council for Technical Education (AICTE). The college is situated in a sprawling 156-acre campus in the IT corridor of Coimbatore. KCT is known for its...
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(Apply in 3 Minutes) Key Account Sales Manager
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Private Banking Jobs
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Coimbatore, India Just Hire Technologies Full timeHiring For Leading Private Bank in All over Tamilnadu Qualification : Any Degree Role : Assistant Manager, BDM, BDE, Personal Banker, Teller, Relationsip Officer Salary : 15000 to 35000 per month Required : Fresher or Experienced **Job Types**: Full-time, Regular / Permanent **Salary**: ₹15,000.00 - ₹35,000.00 per month **Benefits**: - Health...
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Test Engineer
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Coimbatore, India Hexaware Technologies Full timeHi Everyone,We're actively seeking candidates with hands-on experience in Automation, Selenium, and Java for our Coimbatore location. If you're passionate about driving innovation and growth in your career, we'd love to hear from you!JD:- Automation, Selenium, Java- Notice Period: Immediate to 10 days- Work Location: Coimbatore- Years of Experience: 3.6 yrs...
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Manager
6 days ago
Coimbatore, India Muthoot Fincorp Ltd. Full timeJob Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services. Business Development and Relationship Management: Identify opportunities to expand the client...
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Coimbatore, Tamil Nadu, India Avinya Infinity Solutions Private Limited Full timeAbout the internship:As a Mechanical Engineering intern at Avinya Infinity Solutions Private Limited, you will have the exciting opportunity to apply your expertise in Autodesk Fusion 360, SolidWorks, AutoCAD, Catia, ANSYS, and Design Thinking to innovate and drive projects forward. Your passion for engineering and creativity will be key in contributing to...
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Coimbatore, India Kumaraguru College of Liberal Arts and Science Full timeGreetings from Kumaraguru College of Liberal Arts and Science (KCLAS). KCLAS was established in 2018 in Coimbatore under the umbrella of Kumaraguru Institutions, with a vision "to be a progressive, research focused institution that instills passion for life-long learning and molds young people to impact the world". We offer a range of Bachelors, Masters and...