Affluent Relationship Manager
3 days ago
SUMMARY The Affluent Relationship Manager-Wealth is the ultimate face of the business as S he is going to be the final point of contact with the client S He would be responsible for acquiring High Net Worth relationships and managing retaining such relationships by delivering the best standards of services S He would be expected to establish strong ties with them by designing implementing their financial plans and then by ensuring that they receive and execute on the right advice PRE-REQUISITES - Relationship Managers with prior experience of working in a Broking Private bank wealth management set up - Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above - Experience of advising clients across all asset classes - Experience of Cross Sales PMS AIF Mutual Funds - Candidates having good vintage in their present as well as previous companies ROLES RESPONSIBILITIES - The Relationship Manager will be responsible for bringing their existing clients Affluent Super Affluent and building a strong client book - Maintaining client relationships and generate AUM from preferred clients - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the Affluent Super Affluent Client segment in the market for new client acquisitionInterested candidate please share me your cv HR Sharvan8800790797 ref updazz com
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Gurgaon, Haryana, India Indusind Bank Full time US$ 15,00,000 - US$ 20,00,000 per yearJob Summary: To manage and impact improvement in the Affluent Clients' Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry.Responsibility Areas:Support in managing all Private Bank sales and service activities for the assigned regionProvide...
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High Net Worth Relationship Manager
3 days ago
Gurgaon, Haryana, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Affluent Client StrategistAs the ultimate ambassador of our organization, you will be the primary point of contact with clients.Key Responsibilities:Acquire and manage High Net Worth relationships by delivering exceptional service standards.Establish strong ties with clients by designing and implementing their financial plans.Ensure clients receive and...
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Relationship Manager
1 day ago
Gurgaon, Haryana, India Hireginie Full time ₹ 15,00,000 - ₹ 20,00,000 per yearOur Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title:CFP & Relationship...
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Gurgaon, Haryana, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Role 1 Develop new and expand existing HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products solutions provided by Kotak Group 2 Generate business across liabilities assets and fee products...
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Gurgaon, Haryana, India Kotak Mahindra Bank Limited Full timeJob DescriptionJob DescriptionRole:1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group2. 2. Generate business across liabilities, assets and fee products to sustain and achieve...
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Priority Relationship Manager
4 days ago
Gurgaon, Haryana, India Standard Chartered Full timeJob SummaryAs a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...
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Relationship Manager
1 day ago
Gurgaon, Haryana, India Avishek Gupta Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Gurugram. The Relationship Manager will be responsible for managing and nurturing client relationships, addressing client inquiries, and providing solutions to client issues. Day-to-day tasks include identifying client needs, developing strategies to meet those needs, and...
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Program Manager
2 days ago
Gurgaon, Haryana, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob title: Program Manager (Investments Analytics & Campaigns) at GurgaonLocation: Gurugram OfficeBU/Function : Consumer & Affluent Banking (Investments)Reports to: Senior ManagementRole DetailsCampaign management & Investment analytics have become key growth drivers to build AUM via SIPs & engaging existing bank customers on various Investment products. If...
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Relationship Manager
1 day ago
Gurgaon, Haryana, India Nexionpro Services LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per yearJob description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...
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Relationship Manager
1 day ago
Gurgaon, Haryana, India beBeeRelationship Full time ₹ 19,44,000 - ₹ 25,12,000Job Title: Relationship ManagerWelcome to a challenging role where you will play a key part in driving business growth through effective customer relationships. As a Relationship Manager, you will be responsible for developing and implementing strategies to foster customer loyalty and retention.The ideal candidate will have strong analytical skills to...
