RB - Portfolio Activation Manager for High Net Worth Clients

Wealth Management OpportunitiesAs a seasoned wealth management professional, you will be responsible for managing the financial portfolios of high net worth individuals, providing them with tailored investment advice and exceptional client service. Your expertise in portfolio management and ability to interpret complex financial data will be invaluable in...

Overviewi-Qode Digital Solutions Private Limited is a forward-thinking organization that prides itself on delivering innovative solutions to its esteemed clientele.Job DescriptionWe are seeking an exceptional Wealth Strategist to join our team and play a pivotal role in building and maintaining long-term relationships with high net worth individuals.As a...

Job Title: Wealth Manager for High Net Worth IndividualsAt i-Qode Digital Solutions Private Limited, we are seeking a skilled Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs) and providing them with comprehensive financial planning and...

Job Role: Wealth Manager for High Net Worth IndividualsThe Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients, managing their investment portfolios, providing high-quality...

Job Title: Wealth Manager for High Net Worth IndividualsJob Summary: We are seeking a skilled Wealth Manager to join our team at i-Qode Digital Solutions Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs) and providing them with comprehensive financial...

Job Title: Senior Manager/General Manager - High Net Worth IndividualsJob Summary:We are seeking a highly skilled Senior Manager/General Manager to lead our High Net Worth Individual (HNI) fundraising efforts. The successful candidate will be responsible for developing and implementing strategies to secure funding from high net worth individuals for Swades...

**Job Role Summary**As a Senior Manager for High Net Worth Customer Relationships at Prov HR Solutions Private Limited, you will be responsible for developing and expanding our existing relationships with high net worth customers for liabilities and commercial assets.Key Responsibilities:Develop personalized banking relationships with high net worth...

Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs).Key Responsibilities:• Acquiring new clients and managing their investment portfolios• Providing high-quality customer service and achieving sales...

The Burgundy Private proposition caters to ultra-high net worth clients of Axis Bank. As a Program Manager, you will be responsible for managing this proposition, its features, and benefits to continuously improve it and increase customer acquisition, satisfaction, and engagement.Key Responsibilities:Manage the Burgundy Private proposition, its features, and...

Job Title: Relationship Manager Mutual Funds or InsuranceJob Summary:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients, managing their investment portfolios, providing...

The Burgundy Private proposition caters to ultra-high net worth clients of Axis Bank. We are seeking a Program Manager to lead this proposition and drive its growth.Key Responsibilities:Manage the Burgundy Private proposition, its features, and benefits to continuously improve it, resulting in increased customer acquisition, satisfaction, and...

The candidate will be responsible for managing the Burgundy Private proposition, catering to ultra-high net worth clients of Axis Bank.Key Responsibilities:Manage the proposition, its features, and benefits to continuously improve it, resulting in increased customer acquisition, satisfaction, and engagement.Collaborate with the Cards Product Team to manage...

The candidate will be responsible for managing the 'Burgundy Private' proposition, catering to ultra-high net worth clients of Axis Bank.Key Responsibilities:Develop and implement strategies to improve the proposition, resulting in increased customer acquisition, satisfaction, and engagement.Collaborate with the Cards Product Team to manage the Burgundy...

Burgundy Private Program Manager Job DescriptionThe successful candidate will be responsible for managing the Burgundy Private proposition, a high-end banking service catering to ultra-high net worth clients. This role requires a strong understanding of the banking industry and excellent relationship-building skills.Key Responsibilities:Develop and implement...

RB - Affluent Business: Portfolio Activation Manager - Analytics & CrossellJob SummaryWe are seeking a skilled Portfolio Activation Manager to join our team at Axis Bank. The successful candidate will be responsible for updating our portfolio and working with analytics and cross-selling teams to drive business growth.Key ResponsibilitiesUpdate our portfolio...

About the RoleAxis Bank is seeking an experienced Outbound Channel Banking Expert to join our team. As a key member of our affluent banking team, you will be responsible for building and maintaining relationships with high net worth individuals.ResponsibilitiesClient Acquisition: Identify and acquire new affluent banking clients through proactive outreach...

The Senior Client Relationship Manager at Vitasta Consulting Pvt Ltd will be the ultimate face of the business, serving as the final point of contact with clients.This role involves acquiring and managing High Net Worth relationships by delivering exceptional standards of service.The ideal candidate will establish strong ties with clients by designing and...

Job Title: Senior Portfolio ManagerLead a team of private wealth managers in managing client portfolios, ensuring alignment with client goals and risk tolerance.Develop and implement investment strategies for high net worth individuals and families.Conduct regular portfolio reviews to ensure optimal asset allocation and rebalancing.Provide exceptional client...

{"Job Overview": "As a Virtual Wealth Manager at PEOPLEOCITY LLP, you will play a pivotal role in helping high net worth individuals and affluent clients achieve their financial goals through personalized wealth management services." + "Key Responsibilities:" + "* Build and maintain long-standing relationships with clients through virtual communication...

Job 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...