Relationship Manager Wealth
2 weeks ago
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.ResponsibilitiesIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Clients.Acquiring and managing both business, individual (resident and NRI) clients.Increase product penetration and exit barriers, by cross- selling more number of products per client.Performing Portfolio allocations, reviews & financial check-ups for each client atdefined frequency.Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.Work in close coordination with Client Experience Manager’s to deliver superior service to clients.Ensuring adherence to Compliance processes and guidelines.Reduce rejection rates and improve quality of documentation.Ensuring 360° client engagement – “Total Client Ownership”.Qualifications4-6 years' of client relationship experienceAbility to manage multiple projects and clientsStrong communication and interpersonal skills
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Private Wealth
1 day ago
delhi, India ICICIdirect Full timeRole & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...
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Relationship Manager
16 hours ago
delhi, India GOODWILL WEALTH MANAGEMENT PVT LTD Full timeCompany DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...
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Wealth Manager
6 days ago
delhi, India Tech Mahindra Full timeJob Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...
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Sales Manager
6 days ago
new delhi, India Stack Wealth Full timeJob description 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...
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delhi, India IME Capital Full timeAbout usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...
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Relationship Managers
4 weeks ago
New Delhi, India Almondz Full timeQualification : Graduate (preferably B.Com) /MBAExperience : 3 - 5 years' experience in Wealth Management / Banking / Institutional sales.Job Location : New Delhi, Kolkata & LudhianaProduct Focus - Selling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.
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Relationship Manager Wealth
3 weeks ago
New Delhi, India upGrad Rekrut Full timeAbout the Role:The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus...
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Wealth Manager
7 days ago
Delhi, India Bharti AXA Life Insurance Full timeHello, Greetings from Bharti AXA Life Insurance! We have an excellent opportunity for Wealth Manager Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, Delhi Role Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement Solutions Identify Customer Needs & Provide them with suitable solutions Build...
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Private Wealth Manager
16 hours ago
delhi, India BugleRock Capital (formerly o3 Securities) Full timeAbout BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...
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Wealth Manager
2 weeks ago
Delhi, India Bharti AXA Life Insurance Full timeHello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...
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Wealth Manager
1 day ago
delhi, India ALPHA SQUARE ACADEMY Full timeCompany DescriptionAlpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.Role DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...
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Wealth Manager
3 weeks ago
Delhi NCR/Mumbai, India iimjobs Full timeJOB DESCRIPTION:Job Title: Wealth AdvisorCompany: Raneh CapitalExperience: - 5 yearsLocation: DelhiAbout the Company:Raneh Capital leverages Quant, Algo, and AI trading strategies to consistently achieve market-beating returns. With a vision to launch its Portfolio Management Service (PMS) in India by April 2024, Raneh Capital is poised to revolutionize...
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Delhi, India IME Capital Full timeAbout usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...
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Jobs For Wealth Manager
2 weeks ago
Delhi, India timesjobs Full timeSALARY: 7 to 8 lakhsLOCATION: DelhiVACANCIES: 1QUALIFICATION: Any GraduateMALE/FEMALE: Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILS1. Candidate will be responsible for Wealth Management Advisory.2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.3....
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Relationship Manager
1 day ago
new delhi, India Bandhan Bank Full timeLocation:South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification isgraduation .The following are the specifications for the role:The candidate should be a proven performer with excellent track...
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Jobs For Wealth Manager
2 weeks ago
Delhi, Delhi, India timesjobs Full timeSALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...
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delhi, India BugleRock Capital (formerly o3 Securities) Full timeCompany DescriptionBugleRock Capital (formerly o3 Securities) is a wealth management firm located in Bengaluru. We cater to private clients, institutions, and families, providing services in wealth management, asset management, and multi-family office. Our goal is to help our clients achieve their financial objectives through comprehensive and personalized...
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Wealth Management Advisor
16 hours ago
delhi, India ProHreach Hiring Solution Full timeRole: Relationship ManagerAbout the JobInvestment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria● Acquiring clients on investment planning, goal-based financial...
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Sales Manager
5 days ago
Delhi, India Stack Wealth Full timeJob descriptionStack 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...
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New Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager: CFOJob Purpose :The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and...