Private Acquisition Wealth Relationship Manager

Job Description –Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.Job Role -Providing financial solutions for high net worth clients.Monitor financial market trends to ensure...

Job Description – Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.Job Role -Providing financial solutions for high net worth clients.Monitor financial market trends to ensure...

About Us">Workassist is a leading online recruitment and employment solution based in India, providing a platform that connects job seekers with relevant opportunities across various industries.">Job Overview">We are seeking an experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for providing financial...

Role Overview:The Wealth Relationship Manager will be responsible for building and managing relationships with High Networth Individuals (HNI), Ultra High Networth Individuals (UHNI), and Family Offices. This role focuses on promoting and distributing HDFC AMC's diverse product offerings, including Mutual Funds (MF), Portfolio Management Services (PMS), and...

Business FunctionThe Consumer Banking Group offers a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans for its retail customersJob PurposeThe role centers around growing the bank's Assets Under Management (AUM) by attracting and retaining HNIs...

Business FunctionThe Consumer Banking Group offers a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans for its retail customersJob Purpose The role centers around growing the bank's Assets Under Management (AUM) by attracting and retaining HNIs...

Job OverviewThe Private Client Group is a high-performance team responsible for managing the wealth of esteemed clients. As a Senior Wealth Management Executive, you will oversee the overall business of the team, driving revenue growth and ensuring exceptional service delivery.Main Responsibilities:Meet revenue targets by developing and executing effective...

About the Company :- AUM Capital is a leading Asset Management Company (AMC) with pan-India presence and managing assets of more than INR 25,000+ Crores, catering to Large Corporates Treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country is hiring "Wealth Relationship Manager" professionals at Bengaluru, Delhi,...

DBS Bank Overview">The Consumer Banking Group at DBS Bank offers a comprehensive suite of products and services, catering to the needs of its retail customers. This includes deposits, investments, insurance, mortgages, credit cards, and personal loans.Job PurposeThe role centers around growing the bank's Assets Under Management (AUM) by attracting and...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...

About our client A leading NBFC Job Title: Head of Wealth Management Location: Chennai Experience: 18+ Position Overview: The Head of Wealth Management will lead and manage the Wealth Management division of the NBFC, driving strategic growth, client acquisition, and relationship management. The ideal candidate should have 18+ years of experience in...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Job Role - Team Leader, Private Client Group The successful candidate will be responsible for overseeing the overall business of the team in the Private Client Group. Main Responsibilities: Meeting revenue targets at a product level as assigned by the organization and ensuring high productivity for the entire team and region. Maintaining proficiency in...

Relationship Manager The Relationship Manager is the ultimate face of our business, serving as the final point of contact with clients. This role requires acquiring High Net Worth relationships and managing and retaining them by delivering exceptional service standards. We are seeking a skilled professional who can establish strong ties with clients by...

Kotak Mahindra Bank's Wealth Management Specialist plays a critical role in building and maintaining relationships with high net worth customers. Key responsibilities include:Responsibilities:Develop and maintain banking relationships with high net worth customersSources new bank customers through individual efforts and acquisition channelsEnsures high...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Job DescriptionThe Executive Director - Wealth Services role is a senior position within the Private Client Group. You will be accountable for leading the team, driving business results, and delivering world-class client experiences.Main Accountabilities:Drive business growth through strategic planning, team leadership, and customer engagement.Stay ahead of...

About UsDBS Bank is a leading financial institution offering a wide range of products and services to its customers. Our Consumer Banking Group is committed to delivering exceptional customer experiences through our comprehensive suite of banking products and services.Job SummaryWe are seeking an experienced Wealth Management Specialist to join our team. In...

Job Role- TL- PCG Responsible for overall business of the team in the Private Client Group. Meeting revenue targets at product level as assigned by the organization and ensuring high levelof productivity for the entire team and the region. Should be proficient with knowledge of capital markets as well as third party products such asMF, PMS,...

Job DescriptionJob RequirementsRole/ Job Title: Lead RMFunction/ Department: Retail LiabilitiesJob PurposeIncumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:- Engagement across products - Liabilities, Retail Assets,...