Bd - Rm Wealth Mumbai

**Job Purpose** 1. To work towards making New Wealth systems & Mobile App live 2. To work jointly with BTG, IT, Ops, Product towards system testing and requirement gathering & closure 3. To support regular functioning & monitoring of existing systems 4. Enhancing customer & RM experience through digital innovation in various process **New Wealth...

Job DescriptionPosition Title: Wealth AssociateLocation : Worli, MumbaiResponsibilities:Proficient in MS & Data Analytics.Demonstrated experience in crafting write-ups and presentations for Wealth/Investment products.Generate innovative and relevant product ideas.Provide support to BD/Sales teams through thorough research and impactful...

Job DescriptionPosition Title: Wealth AssociateLocation : Worli, MumbaiResponsibilities:Proficient in MS & Data Analytics.Demonstrated experience in crafting write-ups and presentations for Wealth/Investment products.Generate innovative and relevant product ideas.Provide support to BD/Sales teams through thorough research and impactful...

Job DescriptionPosition Title: Wealth AssociateLocation: Worli, MumbaiResponsibilities:Proficient in MS & Data Analytics.Demonstrated experience in crafting write-ups and presentations for Wealth/Investment products.Generate innovative and relevant product ideas.Provide support to BD/Sales teams through thorough research and impactful...

Job DescriptionPosition Title: Wealth AssociateLocation: Worli, MumbaiResponsibilities:Proficient in MS & Data Analytics.Demonstrated experience in crafting write-ups and presentations for Wealth/Investment products.Generate innovative and relevant product ideas.Provide support to BD/Sales teams through thorough research and impactful...

**Mumbai** **Competency**: Research - Wealth Mumbai **Department**: Research **Designation**: Executive **Legal Entity**: Choice Wealth Private Limited

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

**Company**: Wealth Management **Location**: Mumbai **Responsibilities**: - Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, - Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / DSA /IFA - Doing various training programs for partners to train them for various financial products -...

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 strategy by...

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 strategy by...

Job DescriptionAccount ManagerAn accountmanager (AM) role is to support the RM in maintaining and buildingthe RM wealth management business.Role:1)FinancialPlanning Portfolio Strategy and Reportinga.Assistingthe RM in making of financial plans for clients keeping in mindi. Clientrequirement andii. Our 2point strategy by following the 6 step...

Sales / Business Development / Client Servicing Mumbai _Mumbai Western Suburbs_ April 16, 2024 - April 17, 2025 Mutual Fund **Job Overview**: - **Office Location (Area) **Mumbai - **Course Type **Full Time - **Min Required Experience (Years) **6 - **Max Required Experience (Years) **8 **Key Skills Required**: - New client acquisition through use of...

Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...

**Wealth RM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - M- AVP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Business caters to a segment of customers...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Hiring for RMs, Senior RMs and Cluster HeadsExperience- 7 Years +Mode- WFO- 5 daysLocation- Pan IndiaResponsibilities: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 Build Assets Under...

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 strategy by...

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 strategy by...

Manages a team of Wealth Relationship Managers. Leading, guiding and mentoring team of Wealth Banking Managers. Strategic planning and implementation to achieve business goals. Enhancing engagement of High Net Worth Customer through joint calls with RMs. Ensuring team focus and consistent delivery across all products as per defined vectors...