Relationship Manager- Wealth/NRI- Managalore
3 days ago
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 current and potential relationship with additional revenue potential and grow business Generating Incremental Business.Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank.Customer Engagement: Ensuring portfolio quality by regularly engaging with eachmapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients.Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process.Capture and maximize the business opportunity through detailed client profiling as per organizational process.
-
AVP - NRI Wealth
2 weeks ago
India SBNRI Full timeAVP /Senior Manager – Wealth 📍 Gurgaon | Hybrid 🕓 Experience: 6–15 years About the Role: We're looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You'll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup —...
-
Relationship Manager
4 weeks ago
Mumbai, India InCred Capital Full timeJob Description InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth...
-
Chennai, India Axis Bank Full timeJob Description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great...
-
Content Writer
3 weeks ago
Mumbai, India Nuvama Wealth Full timeJob Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...
-
▷ (Apply in 3 Minutes) Wealth Manager
4 weeks ago
Ahmedabad, India Nuvama Wealth Full timeJob Description Wealth Manager | Partner Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations:...
-
Relationship Manager
3 weeks ago
Raipur, India Arihant Capital Markets Ltd Full timeJob Description Company Description Arihant Capital Markets Limited, incorporated in 1992, is dedicated to making every Indian financially independent through suitable investment products and top-quality service. We offer diverse services, including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services,...
-
Relationship Manager
2 weeks ago
Pune, India 360 ONE Wealth Full timeJob Description Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through...
-
Equity Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
-
Sales Manager
3 weeks ago
Delhi, India RS Wealth Management Pvt. Ltd. Full timeJob Description Company Description RS Wealth Management Pvt. Ltd. is a one-stop financial supermarket offering a variety of investment options, services, and products. Incorporated in 2013, the company aims to be a globally respected financial organization. We offer advanced trading platforms for Equity, Equity Derivatives, Commodity Derivatives, and...
-
Business Development Manager
4 weeks ago
India RS Wealth Management Pvt. Ltd. Full timeJob Description Company Description RS Wealth Management Pvt. Ltd., founded in 2013, is a comprehensive financial supermarket offering a broad array of investment options, services, and products. We are members of the National Stock Exchange (NSE), Bombay Stock Exchange (BSE), and Multi Commodity Exchange (MCX), providing advanced platforms for trading in...
