PCG Wealth Relationship Manager

Key Responsibilities and AccountabilitiesAs a PCG Elite Wealth Manager, you will be accountable for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients. This involves an in-depth analysis of the client's profile to deliver tailored solutions.Main Responsibilities: Showcase the entire product suite...

Job OverviewAs a PCG Elite RM at Kotak Mahindra Bank, you will be responsible for implementing an integrated plan to address wealth creation, preservation, and enhancement for private clients. This will involve an in-depth analysis of the client’s profile to deliver solutions tailored to their investment needs.Key ResponsibilitiesImplement an integrated...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

KEY RESPONSIBILITIESAs a Private Wealth Creation Specialist, you will be accountable for implementing an integrated plan that addresses wealth creation, wealth preservation, and wealth enhancement for private clients. This will be achieved through an in-depth analysis of the client's profile, showcasing the entire product suite of Kotak Group, and delivering...

OverviewWe are seeking a highly skilled PCG Elite RM Specialist to join our team at Kotak Mahindra Bank. The successful candidate will be responsible for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients.Salary and BenefitsThe estimated annual salary for this position is ₹1,500,000 -...

Job Title: Wealth Relationship ManagerJob Summary:As a Wealth Relationship Manager, you will be responsible for acquiring, growing, and deepening Super HNI banking customer relationships through effective relationship management. You will analyze and satisfy Super HNI customers' financial and investment needs and objectives, providing the face of the bank to...

Key Responsibilities:Manage client relationships and achieve target active assets under management.Identify customer needs, assess risk appetite, and provide suitable investment options.Provide regular market updates and portfolio adjustments.Balance revenue growth with client profitability.Foster client mining and retention.Conduct regular client meetings...

About the Job:The Relationship Manager-Wealth is a key role at Yubi Group, responsible for acquiring and managing high-net-worth relationships. This individual will be the first point of contact with clients, delivering exceptional service and ensuring strong ties are established through tailored financial plans. Key responsibilities include acquiring,...

Job Description:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to manage client relationships in the wealth management industry. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships.Responsibilities:Build and...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

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...

**Job Purpose:**At ConsultBae India Private Limited, we are seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management...