Leading Bank | Wealth Relationship managers

Job Opportunity at Leading BankAbout the Role:We are seeking experienced professionals to fill the position of Senior Wealth Management Professionals. This is an exciting opportunity to join our team and contribute to the growth of our wealth management business.Key Responsibilities:Acquire, retain, and deepen portfolio to maximize sales performance and...

Job OverviewWe are seeking an experienced Senior Wealth Strategist to join our team at Leading Bank.About the RoleThis is a challenging opportunity for a results-driven professional to lead high-value client relationships and drive revenue growth through sales of liability products, wealth management products, and other banking services.Main...

Designation- Sr Relationship Manager Grade- Deputy Manager to Senior Manager CTC- Negotiable Experience- 3+ years in Branch Banking with Portfolio Management Industry- Banking Location- Bangalore (Local Candidate required) Responsibilities Develops new and expands existing High Net worth Customer & Ultra HNI relationships for liabilities. Ensures high...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job Title - Relationship Manager - First WealthPlace of work - BengaluruBusiness Unit - Retail Banking Function - Branch BankingJob Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross...

Company Overview:Waytogo Consultants is a leading financial services firm dedicated to providing top-notch banking solutions to our clients.Job Summary:We are seeking an experienced Wealth Banking Relationship Manager to join our team in business development. This role will be responsible for promoting mutual fund products, up-selling to retail and high net...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding...

Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding...

Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer...

Job Title - Relationship Manager - First Wealth Place of work - Bengaluru Business Unit - Retail Banking Function - Branch Banking Job Purpose - The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer...

Build and maintain strong, long-term relationships with clients by providing personalized wealth management services. Act as the primary contact for clients, addressing financial needs, concerns, and goals. Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences. Design and...

Build and maintain strong, long-term relationships with clients by providing personalized wealth management services.Act as the primary contact for clients, addressing financial needs, concerns, and goals.Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences.Design and recommend...

Designation- Sr Relationship Manager Grade- Deputy Manager to Senior Manager CTC- Negotiable Experience- 3+ years in Branch Banking with Portfolio Management Industry- Banking Location- Bangalore (Local Candidate required) Responsibilities Develops new and expands existing High Net worth Customer & Ultra HNI relationships for liabilities. ...

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

Job Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...

Wealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...

Wealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...

Job Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...

Job Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...