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...

Product Trainer - Wealth ProductsWe are seeking a dynamic and experienced Product Trainer – Wealth Products to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required...

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

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Job Title: Team LeadAbout the RoleWe are seeking an experienced leader to oversee our Corporate Wealth team in Chennai.Key Responsibilities:Lead daily operations and drive revenue growth.Manage a team of Wealth RMs with portfolios exceeding 10 Cr.Develop strategies for corporate client acquisition via seminars, webinars, and worksite programs.Target key...

Roles and Responsibilities Job Purpose To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined...

Job Overview:We are seeking a highly skilled and motivated individual to join our team as a Private Banking Relationship Manager. This is an exciting opportunity for someone who is passionate about building strong relationships with clients and driving business growth.Key Responsibilities:To enhance business development as per the set objectives of the...

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...

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...

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...