Wealth Relationship Manager

Company DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

Company Description ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...

About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

Job Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

Job Description - Product Manager (Wealth Management) Experience - 9 to 15 years Location - Electronic City, Bengaluru Experience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

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...

Position Name Sr Relationship ManagerLocation BangaloreExperience Range 12 17 years Salary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing...

Job Description Product Manager (Wealth Management)Experience 9 to 15 yearsLocation Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment Products,...

Job Role:Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship.Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...

Job Role: Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long...

ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

Job Role:Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship.Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

This opportunity is for a fast growing 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 agreed.• Ensure activation of e-Channels (I-Banking /...

This opportunity is for a fast growing MNC Bank 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. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking /...

We are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...

Mandatory:AMC + wealth management combo experience*team handling exp .1. To manage a team of Team Leads, Relationship database, generation of fresh leads through reference to shore up the clientele3. Regular feedback and review sessions with the team to improve business volume and New client acquisition4. To coach & mentor the sales team and lead them to...

Mandatory:AMC + wealth management combo experience* team handling exp . 1. To manage a team of Team Leads, Relationship database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them...

Job role - Wealth Content Manager(Marketing)Job Location - BangaloreWork mode - work from officeWorking days - 5 daysKindly Fill this Google From with your updated & correct details to help you profile get processed further: are we:Kuvera.in is India's first free direct MF investment platform, trusted by more than 16 lakh investors with over Rs 50,000...