▷ [Only 24h Left] Wealth RM
2 weeks ago
Job Description Relationship Management: - Manage banking and investment relationships of clients, responsible for overall growth of Liabilities & Investment business from the HNI segment - Develop, manage, and expand customer relationships by providing service levels that exceed client expectations of the most important customer segment - Identify current and potential relationships with additional revenue potential and grow business - Generate incremental business - Achieve sales targets across liabilities, retail assets, business banking, FOREX, cards, investments, etc. - Proactively sell the full range of consumer and commercial products to current and potential HNI relationships - Increase CASA balance in allocated portfolio through deepening or acquisition - Drive higher product and channel penetration to deepen mapped relationships and increase wallet share with YES Bank Customer Engagement: - Ensure portfolio quality by regularly engaging with each mapped relationship and maintaining desired relationship values - Serve as the primary contact for mapped clients, responsible for service and sales satisfaction Investment Advisory: - Provide financial planning and investment advisory services to HNI clients - Drive revenue business to generate fee income through products like mutual funds, investments, and insurance Process and Audit: - Ensure all sales activities are recorded online as per organizational processes - Capture and maximize business opportunities through detailed client profiling as per organizational process
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Wealth RM
2 weeks ago
Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...
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RM Wealth Management
1 day ago
Mumbai, Maharashtra, India Logicloop Ventures LLP Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...
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Wealth Manager
23 hours ago
Mumbai, Maharashtra, India Creative Hands HR Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...
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B2B RM Wealth Management
7 days ago
Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...
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Wealth Manager
5 days ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per yearMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
7 days ago
Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 10,00,000 - ₹ 30,00,000 per yearLocation:MumbaiExperience:Minimum 5 years in wealth/channel managementNotice Period / Gap:Up to 15 daysKey Responsibilities:Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 croreSource clients via wealth channels—roles like 'Privi RM', 'Burgundy RM', 'Wealth Manager', 'Imperia RM', 'Preferred RM'Offer full-spectrum wealth...
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Wealth Manager
3 days ago
mumbai, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
3 days ago
Mumbai, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
4 days ago
Mumbai, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
2 days ago
Mumbai, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
