Partners / Wealth RMs

Designation - Account Manager Education - Graduation + CA CTC Offered - 11.11L (8.5L Fixed) Location - Ahmedabad, Gujrat 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...

Job Description Responsibilities: - Handling NRI Clients and Achieving Revenue: - Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. - Client Acquisition and Relationship...

Role/ Job Title:NRI - Relationship ManagerFunction/ Department:Elite BankerJob PurposeTeam Leadership and ManagementCustomer AcquisitionRelationship ManagementPerformance Monitoring and ReportingCompliance and Risk ManagementTake ownership of driving RMs across Shifts which correspond to global time zones as per business requirement- US/Canada. EURO/UK, ASIA...

To source business from Agri Business like rice mill, flour mill and other Agro processor. - Should have good network and connects within the assigned region. - Good at Agri commodity and working capital solutions - Deploy Company Enterprises Network Model as applicable - Should be able to connect with channel partner like DSA, Charted Accountants and so on...

Role & responsibilitiesResponsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationshipsCross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker)Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to...

Supporting Actions Max 1325 Characters Identify business growth opportunities across the location build direct channel new client acquisition strategies and tap growth opportunities to achieve zonal targets Augment the business volumes of mortgage lending in the location manage client databases and tap them through Relationship Managers Drive relationships...

Greetings from Kotak Life InsuranceWe are Currently hiring For a Sales Manager In our CAB Channel.If you are interested in sales and want to earn good incentives along with career then share your resume on kli.krunali- or call on Location: Ahmedabad, BarodaJOB DESCRIPTION:Build and maintain strong relationships with Relationship Managers (RMs) across various...

About YubiYubi 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 therefore designed...

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be...

Job Description 1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client...