Urgent Wealth Rms

Description:Job Description (Wealth Sales):Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and...

Wealth RMLocation-ChennaiExperience: 2+ yearsQualifications:Any GraduateExperience in Dealing with Existing ClientsSkills RequiredShould be ok for open market salesMust be ok for SalesNeed to do client acquisitionProducts-Mutual Fund,Demat account,PMSShould do self sourcing

Job description Role & responsibilities Exp. in Private Banking is must .To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

Job DescriptionJob descriptionSome careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.Business Descriptor:Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable...

Job descriptionSome careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.Business Descriptor:Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage...

Positions : Relationship Manager (RM) / Key Account Manager (KAM) /Service Delivery Manager (SDM) / TellerWalk-In date: 3rd & 4th Sep 2025 (Wednesday & Thursday)Interview Venue: IndusInd Bank Limited, No:877/A, 1st & 2nd Floor, Karunanidhi Building, Ramasamy Salai, K K Nagar, Chennai (Land mark: Next to my child play school)Contact Person: Poornima Mohanty...

Role & responsibilitiesDirect ResponsibilitiesWill be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business.Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager...

Job Role To drive a team of Business and or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and or manage maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and or Customer referrals To build relationships with key persons CFOs promoters in the target...

Urgently Hiring for Relationship Manager ChennaiCompany A full-stack Digital Wealth Management company Work Location Chennai WFO 5 days in a weekKey skills Client acquisition Sales portfolio Management good understanding on Mutual fundsYears of exp 4-10 yrsCore Responsibilities - Engage with the clients regularly and conduct their portfolio...

About The Role   Area Sales Manager - Business Loans-Business Loans-Sales- To drive a team of Business and/or Portfolio RMs at Area level- To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers- Drive team for new acquisition through Branch Banking and/or Customer referrals- To...