Bank Hiring For Wealth RM_Surat

Financial Professional OpportunityAt a leading wealth management firm, we are seeking an experienced professional to join our team and contribute to delivering exceptional client-centric solutions. Our partnership model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.The successful candidate will...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Job OverviewWe are seeking a Banking Relationship Specialist to acquire new clients through leads and family accounts grouping.The ideal candidate will grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base.This role involves selling asset, wealth & other products (bank and third party) with a view to enhance...

A Position OverviewPosition TitleRegional Wealth SpecialistDepartmentPartnership Distribution IBL Level BandSr ManagerRole Summary To manage sales and business objective of the cluster meeting or exceeding key targets Provides personalized financial advice Insurance and investment strategies to clients helping them to achieve their financial goals ...

JOB DETAILS To acquire new clients through leads and family accounts groupingTo grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

Responsible for including HNI customers into the Preferred and offering them a superior customerexperience to enhance the profitability of the relationshipLead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profileWealth Management RM team Handling & Own all branch banking objective and overall branch...

Job Description RM in Mid-Market business will be given a small portfolio of existing clients to handle. Majority emphasis is on New Client Acquisition and thus growing the portfolio at a fast pace. RM is also expected to sell Trade, Forex, CMS solutions to clients and cross sell Salary Accounts, Privy and Wealth Banking solutions.

Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...

Greetings from Kotak Life InsuranceUrgent hiring for Relationship Manager in our Wealth Channel*Interested candidates share CV to for faster response.Role and Responsibilities:Deal with the HNI client that is the ( High profile clients) & hasto sell ULIP product.- Recruit and train distributors.Organize and run recruitment events for distributorsContinuous...