Wealth Relationship Manager

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients. 1. Client Acquisition and Business Development: Identify and target potential clients, expanding the customer base. Leverage on past contacts and market knowledge to expand the...

Job Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...

Company Overview: Wealth Way Auxiliary Training Pvt Ltd is a leading provider of training and development solutions in the finance and investment sector. Our mission is to empower individuals with the knowledge and skills needed to achieve financial success. As part of our growth strategy, we are seeking talented individuals to join our team as Telecalling...

Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

Job Description Our Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.Job Summary Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing,...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

*About Us:*   Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional Financial solutions, Our success is driven by a commitment...

Hiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years + Mode- WFO- 5 days Location- Pan India Responsibilities: Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to. The role includes: To...

Our Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Increasing 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 ULTRA Clients. Acquiring and managing both business, individual...

Position Name - Sr Relationship Manager Location - Bangalore Experience Range - 12 - 17 years Salary Range: Upto 35 LPA Mandatory Requirement: Client Acquisition Wealth Management Corporate Clients / Institutional Clients Job Role and Responsibilities: The RM will work as an advisor to identify and develop new opportunities to deliver advice and...

Job Title – Relationship Manager Location- Chennai (Details of the Role and how it fits into the team) Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self...

A Banking Relationship Manager is primarily responsible for providing financial solutions to the wealth customers and ensuring value added services. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. Responsible for deepening the...

Job Description Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management  business.  Role: 1)Financial Planning , Portfolio Strategy and Reporting  a.Assisting the RM in making of financial plans for clients keeping in mind  i. Client requirement and ii. Our 2 point...

Position :- Relationship Manager (Financial Industry) Location : - Kanpur (UP) Salary :- Upto 2.5 to 6 LPA Interview Timing:- 11:00 AM to 3:30 PM We are currently seeking a Relationship Manager in the financial industry. The ideal candidate will have a solid understanding of financial products and services, coupled with excellent interpersonal skills to...

PM-Wealth Management at Capco India Job Title: Project Manager-Retail/Wealth Management Domain About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top Best Companies for Women in India by . With our presence...

Company Description AC Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry)   One of the reputable Banks in Malaysia is looking for Personal Banker, Banca & Wealth to join them in the following states:JohorMelaka KedahKuala LumpurPenangPerakSabahSarawakSelangor  Key responsibilities include: Build and maintain a close relationship with banking...