RB - Portfolio Activation Manager for High Net Worth Clients
1 month ago
Portfolio Activation Manager
At Axis Bank, we are seeking a skilled Portfolio Activation Manager to join our Affluent Business team. The successful candidate will be responsible for activating high net worth client portfolios, leveraging their skills in analytics and cross-sell to drive business growth.
Key Responsibilities:
• Activating high net worth client portfolios through strategic cross-sell opportunities
• Utilizing data analytics to identify business growth opportunities
• Collaborating with cross-functional teams to drive business growth and retention
Requirements:
• 13-15 years of experience in portfolio activation and cross-sell
• Strong analytical skills with experience in data analysis and business growth strategies
• Excellent communication and collaboration skills
-
High Net Worth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India HSBC Full timeAbout HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our vision is to be one of the world's leading international banks.Salary Range: $120,000 - $180,000 per yearWe are committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a...
-
High Net Worth Portfolio Manager
4 weeks ago
Mumbai, Maharashtra, India Karyarth Full timeAbout KaryarthKaryarth is a leading provider of wealth management services, committed to helping high net worth individuals achieve their financial goals.
-
High Net Worth Banking Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full timeJob OverviewMintskill HR Solutions LLP is seeking a skilled and experienced High Net Worth Banking Relationship Manager to join our team. This role involves developing and maintaining banking relationships with high net worth customers, providing individualized customer services, and generating MIS reports.Key ResponsibilitiesRelationship Building and...
-
High Net Worth Banker
4 weeks ago
Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full timeJob SummaryWe are seeking an experienced High Net Worth Banker to join our team at Deutsche Bank Aktiengesellschaft, Filiale Mumbai. In this role, you will be responsible for acquiring and managing high net worth clients, providing them with world-class banking and investment services.
-
High Net Worth Financial Strategist
2 hours ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeJob Title: High Net Worth Financial StrategistCompany Overview: At Waytogo Consultants, we pride ourselves on delivering exceptional wealth management solutions to high net worth individuals. Our team of experts works closely with clients to understand their financial goals and develop tailored strategies that align with their objectives.Salary: The salary...
-
High Net Worth Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai Full timeAbout Deutsche BankDeutsche Bank is a leading global bank with a strong presence in India. Our branch banking operations cater to a diverse customer base through various channels, including personal banking, private banking, and business banking.Job SummaryWe are seeking a skilled High Net Worth Relationship Manager to join our team in Mumbai. As a key...
-
Financial Planning Specialist
2 weeks ago
Mumbai, Maharashtra, India Talent Corner Full timeJob SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Talent Corner. The successful candidate will work closely with high net worth clients, providing personalized financial planning and guidance.ResponsibilitiesDevelop and implement comprehensive financial plans for HNI clients, taking into account their unique goals and risk...
-
Luxury Sales Specialist
4 days ago
Mumbai, Maharashtra, India Keus Smart Home Full timeCompany OverviewKeus Smart Home is a leading provider of innovative home automation and lighting solutions, committed to delivering luxurious smart home experiences that are seamless and beyond compare.Job DescriptionSales Process Discipline: The successful candidate will be responsible for spearheading the sales process from lead generation to closure,...
-
Senior Portfolio Manager
6 days ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team at Abakkus Asset Manager Private Limited. The successful candidate will be responsible for leading the development and launch of new investment products, managing client relationships, and ensuring regulatory compliance.About UsAbakkus Asset Manager Private Limited is a...
-
Mumbai, Maharashtra, India Axis Bank Full timeAxis Bank is seeking a seasoned Senior Program Manager to lead the development and execution of the Burgundy Private proposition, catering to ultra-high net worth clients.The successful candidate will be responsible for managing the proposition's features and benefits, collaborating with the Cards Product Team, and identifying innovative solutions to enhance...
-
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeRole OverviewWe are seeking a seasoned Product Development and Portfolio Management Executive to join our team at Abakkus Asset Manager Private Limited. This is a key leadership role that will drive the development and launch of new investment products under PMS and AIF structures.ResponsibilitiesProduct Strategy and Development:Create product strategies and...
-
Senior Portfolio Strategist
4 days ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbout the RoleAbakkus Asset Manager Private Limited is seeking a skilled Senior Product Manager to lead the development and launch of innovative investment products under Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) structures.ResponsibilitiesProduct Strategy and Development: Define product strategy and roadmap for PMS, AIF, and...
-
Mumbai, Maharashtra, India Talent Corner Full timeCompany OverviewTalent Corner is a renowned platform connecting top talent with esteemed organizations.Job SummaryWe are seeking an exceptional Talent Acquisition Specialist to spearhead high net worth fundraising initiatives, driving growth and partnerships.About the RoleThis is an excellent opportunity to leverage your skills in relationship-building,...
-
Wealth Portfolio Manager
1 month ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob OverviewAs a Wealth Portfolio Manager at Kotak Mahindra Bank, you will be responsible for selling Equity based investment products to our high net worth customer base. To succeed in this role, you should have effective servicing skills and be excellent in conflict management. You will work in close coordination with the Wealth team to ensure all clients...
-
High Net Worth Equity Relationship Specialist
3 weeks ago
Mumbai, Maharashtra, India ICICIDirect Full timeJob DescriptionWe are currently seeking a highly skilled High Net Worth Equity Relationship Specialist to join our team at ICICIDirect. This is an exciting opportunity for someone who is passionate about equity and derivatives products and has a strong understanding of the equities markets.In this role, you will be responsible for acquiring, advising, and...
-
Strategic Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India Hem Securities Ltd. Full timeWe are seeking a highly experienced Financial Solutions Developer to drive our portfolio management services at Hem Securities Ltd. The successful candidate will be responsible for identifying new business opportunities, developing client relationships, and delivering tailored financial solutions that meet the complex needs of high net worth individuals.Key...
-
Mumbai, Maharashtra, India Kotak Mutual Fund Full timeAbout the RoleWe are seeking a highly skilled Portfolio Management Services Operations Coordinator to join our team at Kotak Mutual Fund.The ideal candidate will have experience in handling periodic reconciliations for Banks, Brokers, Mutual Funds, and Demat holdings.Key Responsibilities:Execution of Funds Settlement for High Net Worth Individuals (HNI) and...
-
AVP - Portfolio Advisory Manager
4 weeks ago
Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full timeAbout Emkay Global Financial Services Ltd.As a leader in the financial services sector, we have been actively creating wealth for our clients for over two decades. Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world.We are seeking...
-
Strategic Portfolio Growth Manager
2 weeks ago
Mumbai, Maharashtra, India Hem Securities Ltd. Full timeWe are seeking a highly experienced and motivated Business Development Specialist to drive the portfolio management services at Hem Securities Ltd. The successful candidate will be responsible for identifying new business opportunities, developing client relationships, and ensuring the delivery of tailored financial solutions to meet the sophisticated needs...
-
High Net Worth Portfolio Manager
3 weeks ago
Mumbai, Maharashtra, India i4 Consulting : Reimagining HR Blueprints Full timeCompany Overviewi4 Consulting : Reimagining HR Blueprints is a cutting-edge organization that empowers businesses through technology innovations. We specialize in customized solutions tailored to the unique needs of our clients, particularly those in startups, retail, media, and product-based organizations.