Relationship Wealth Manager

We are hiring Wealth Relationship Manager for the following location:-DehradunInterested candidates can send their resumes to ROLES & RESPONSIBILITIESProfile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial...

Private BankerAbout the PositionWe are seeking seasoned and dynamic Private Bankers/Relationship Managers with a strong background in managing High-Net-Worth Individuals (HNIs)/Ultra-HNIs client relationships. You will have a deep understanding of financial markets and the ability to offer a wide range of wealth solutions.Key Responsibilities:Acquire and...

Experience: 68 Years (Private Banking / Wealth Management)About the RoleAsk Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds,...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Position of Relationship Excellence About the RoleThis is a highly skilled and experienced role that requires exceptional service delivery to clients. The primary focus is on developing and maintaining long-term relationships with high net worth individuals.Key Responsibilities:Design and implement financial plans tailored to client needs.Ensure clients...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Wealth Management RoleTo excel in this role, you will be responsible for building and managing a portfolio of clients, focusing on personalized advisory services to meet their unique needs.Main Responsibilities:Plan and execute new account onboarding processes, including asset transfers and other service requests.Buid strong relationships with clients...

Job OverviewWe are seeking a skilled professional to build and manage a portfolio of clients in the B2C space.Key ResponsibilitiesPlan and manage new account onboarding processes, asset transfers, and other account service requests.BUILD STRONG RELATIONSHIPS WITH CLIENTS AND MAINTAIN CONTINUED COMMUNICATION THROUGH A PERSONALIZED ADVISORY APPROACH.Conduct...

The primary objective of this role is to establish and maintain strong relationships with high net worth individuals. As the ultimate face of our organization, you will serve as the final point of contact for clients, providing exceptional services and expertise.We are seeking a seasoned professional with a proven track record in acquiring and managing high...

Job DescriptionThis role is for a Senior Relationship Manager to drive sales and revenue for ICICI Prudential Mutual Fund products. The ideal candidate will have extensive experience in managing Retail and HNI clients, focusing on client acquisition, upselling, and providing expert investment advice.Key Responsibilities- Upsell ICICI Prudential MF products...