Private Client Group Relationship Manager

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF...

Client Relationship Manager - Private BankingDevelop and implement strategic plans to acquire, deepen and retain High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) clients.Identify and pursue revenue-generating opportunities through the promotion of mutual funds, portfolio management services, alternate investment firms, and equity...

Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.Managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. HR Suvarna Required Candidate profile4-6 years of experience in HNI sales or UHNI .understanding of investment, portfolio management,...

Private Banking/Wealth Management RoleWe are seeking experienced Relationship Managers to join our team. The successful candidate will be responsible for acquiring, deepening and retaining relationships with High Net Worth (HNI) and Ultra HNI clients.Key Responsibilities:Developing and maintaining strong relationships with HNI and UHNI clients.Generating...

Relationship Manager RoleThe main responsibility of this role is to acquire and service high net worth clients for a Private Client Group.Achieve revenue targets through broking/trading and cross-selling third-party products.Manage existing client books by applying deep market understanding and advanced strategies to increase book size and revenue.Upsell...

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management)Interested please call MAHEK and drop resume at Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins,...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to Friday RoleOverview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Leadership OpportunityWe are seeking a visionary leader to spearhead our Non-Resident Indian (NRI) desk within the Private Client Group.The successful candidate will be responsible for driving revenue growth, leading and mentoring a team, and developing strategies to expand our product offerings to NRI clients from Dubai and other offshore locations.Revenue...

Job role Relationship Manager Private Banking GroupLocation Delhi Gurgaon Noida Lucknow Chandigarh Mohali Jammu Bareilly MeerutCTC 20 to 30 LPAJob PurposeTo enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniquesJob Responsibilities JR 6 8 AreasActionable 4-6...

Job ID: 33915 Location: Delhi, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 10 Jul 2025 **Job Summary** - Assist assigned RMs to achieve financial targets by providing strong support to them. - Actively participate in the prevention of money laundering and fraud by strict...