AVC:SKY - Wealth RM
3 weeks ago
Job Description AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SYK - Unit Manger - Wealth Is a Team leaderNoTeam Size:NA Grade: Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities .Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. .Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals .Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling .Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. .Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment .Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: .Post graduate from a recognized institute .5- 8 years in a relevant role/ BFSI sector .AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: .Knowledge of industry, technology, marketing, and product trends .Knowledge of regulatory guidelines and norms .Good communication (both verbal and written) skill in both English and the local language .Ability to manage complex client situations .Ability to manage risk and uncertainty for self within a dynamic priority-setting environment .Ability to handle pressure and meet deadlines
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AVC:SKY - Virtual RM
1 week ago
Gurugram, India Axis Bank Full timeJob Description AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SKY - Unit Manager - Tele Is a Team leaderNoTeam Size:NA Grade:DM/Mgr/SM Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and...
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Wealth RM
4 days 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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AVC:SKY - Insurance Specialist
2 weeks ago
Gurugram, India Axis Bank Full timeJob Description AVC:SKY - Insurance Specialist INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SKY - Insurance Head Is a Team leaderNoTeam Size:NA Grade:SM/AVP Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Gurgaon, Pune, Mumbai, Hyderabad, Chennai & Bangalore About Axis Virtual Centre Axis Virtual Center engages with Axis Banks...
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RM Wealth Management
2 weeks 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
2 weeks 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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Wealth Manager
2 weeks 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 weeks 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 weeks 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 weeks 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 weeks 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...
