Wealth RM _ Bank

Job Description Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. -...

Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...

Job Purpose The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Manage, build...

Business Function As the leading bank in Asia DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions As a market leader in the consumer banking business DBS has a full spectrum of products and services including deposits investments insurance mortgages credit cards and personal loans to help our customers...

o write an effective business banking relationship manager job description begin by listing detailed duties responsibilities and expectations We have included business banking relationship manager job description templates that you can modify and use Sample responsibilities for this position include Develops a comprehensive understanding of client s needs...

Sr Relationship Manager - Wealth REPORTS TO SOLID MATRIX Business Unit Tata Capital Limited Department Wealth Sub Function Sales Number of Positions Single Multiple Position Type Full Time Job Purpose Direct Reports Position Title Resources The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with...

Name of the organization – Getfive Advisors Pvt Ltd. Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies. Ahmedabad Address: 502, Abhishree Avenue,...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify...

Job description : -The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through theCRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extendingWorking Capital Facilities and Term Loans to MSME Clients.• Acquisition of New to Bank Business Banking MSME...

We are seeking an experienced T24 Technical Developer with over 5 years of experience in Temenos Transact (T24) development, customization, and support—preferably with R23 and the latest releases. The ideal candidate will possess strong technical expertise in core banking and private banking modules, along with hands-on experience in Securities workflows,...