Senior Manager- Private Banking
7 days ago
About the job Designation - Senior Manager Private Banking Experience - 5+ years Location - Mumbai Job Role - Generate Sales through banking and private wealth channel - Contact and follow up with new and prospective clients and set up new business opportunities - Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs - Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share - Stay up to date on industry trends and identify new market opportunities - Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products - Ensure and adhere to compliance and regulatory guidelines for the region Educational qualifications & Experience - Graduation/Post-Graduation/AMFI certification - 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products - NISM Certification
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...
-
Private Banking
4 weeks ago
mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West] Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management - Serve as the primary point of contact for assigned HNWI/UHNWI clients. - Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. - Provide tailored advice on...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...
-
Private Banking
4 weeks ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship Management- Serve as the primary point of contact for assigned HNWI/UHNWI clients.- Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.- Provide tailored advice on...
-
Senior Manager- Private Banking
7 days ago
mumbai, India Canara Robeco Mutual Fund Full timeAbout the job Designation - Senior Manager Private Banking Experience - 5+ years Location - Mumbai Job Role Generate Sales through banking and private wealth channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospects matching their...
-
Senior Manager- Private Banking
7 days ago
Mumbai, India Canara Robeco Mutual Fund Full timeAbout the job Designation - Senior Manager Private Banking Experience - 5+ years Location - Mumbai Job Role Generate Sales through banking and private wealth channel Contact and follow up with new and prospective clients and set up new business opportunities Convert prospects into customers by show-casing appropriate products to the prospects matching their...
