High Net Worth Relationship Manager

Wealth Management Role Responsibilities:As a High Net Worth Client Relationship Manager at Vimerse Infotech Inc, you will be responsible for acquiring and maintaining relationships with high net worth clients. This will involve networking, market analysis, and utilizing various tools to identify client needs and generate assets under management (AUM).Key...

Job OverviewVimerse Infotech Inc is seeking a seasoned financial professional to join our team as a High Net Worth Financial Advisor. This role will focus on acquiring and managing high net worth individual clients, providing them with expert advice on their investments and overall financial portfolio.About the Role:This position involves building...

Role OverviewWe are seeking a highly skilled Sales Executive to join our team at Sm Nida Manpower Solution. As a Sales Executive - High Net Worth Individuals, you will be responsible for meeting with high-value clients, including doctors, celebrities, and influential individuals, to explain our organization's mission and objectives and raise funds on their...

Key Responsibilities:Advising Ultra High Net Worth (HNI) clients on equity, derivatives, currency, and commodity markets.Building strong relationships with Business Associates to scale business and provide quality services.Focusing on customer and associate longevity by providing research-based advice.Helping Business Associates scale existing bases and...

Job Summary:The Axis Bank is seeking an experienced Relationship Manager to lead client acquisitions and develop strong relationships with high net worth clients. The ideal candidate will have a proven track record of managing complex client situations and providing tailored financial solutions.Key Responsibilities:Identify and acquire new high net worth...

Role/Job Title: Senior Relationship Manager Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra high net worth individuals and building relationships with the bank. They must sell investment and insurance products, as well as other bank products, to...

About the RoleWe are seeking an experienced professional to join our Wealth and Personal Banking team as a Senior Relationship Manager. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice to meet their needs.Key ResponsibilitiesMaximize...

Role/Job Title: Senior Private Banking Relationship Manager Function/Department: Wealth Solutions Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra-high net worth clients, and building lasting relationships with the bank. They must sell investment, insurance, and other bank products to private banking clients to...

Job Title: High Value Fundraising ExecutiveJob Summary:We are seeking a highly skilled and experienced High Value Fundraising Executive to join our team at Sm Nida Manpower Solution. The successful candidate will be responsible for meeting with high net worth individuals, including doctors, celebrities, and influential people, to discuss our organization's...

Job Title: Financial Relationship ManagerJob Description:We are seeking a skilled Financial Relationship Manager to join our team. As a Financial Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, generating brokerage revenue, and driving sales growth.Key Responsibilities:Develop and maintain a...

Job Title: Customer Relationship ManagerA key role in Tata AIA Life Insurance, the Customer Relationship Manager is responsible for driving renewal collections through effective engagement with customers, partners, and internal stakeholders.Key Responsibilities:Drive renewal collections with channel and partnersAnalyze portfolio and drive collection on a...

About the RoleThe AVP Premier Relationship Manager will be responsible for growing and nurturing HSBC Premier relationships with high net worth individuals, achieving business targets, and providing high-quality customer service.Key ResponsibilitiesMaximize profit and achievement of the growth of Premier clients portfolioAchieve agreed financial targets by...

As a Strategic Portfolio Manager at Alankit Group, you will be responsible for ensuring the profitability of the portfolio by generating high income per customer. Your role will involve enhancing customer profitability by capturing a larger share of the wallet and acquiring and handling a group of high net worth exclusive clients.Key...

Job Title: Senior Wealth ManagerJob Description:Our team at Alankit Group is seeking a skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for ensuring the profitability of our high net worth clients portfolio by generating high income per customer.You will also be responsible for enhancing customer...

Job Title: Relationship Manager mutual fundsPMSJob OverviewWe are seeking an experienced Relationship Manager to join our team at GFL Recruitment Private Limited. As a Relationship Manager, you will be responsible for advising high-net-worth individuals on investment opportunities in mutual funds and other financial products.Key ResponsibilitiesMarket...

Key ResponsibilitiesAs a trusted financial consultant, you will serve high net worth individuals, family offices, and corporates, acquiring new client relationships and building personal assets under administration (AUA) to achieve targets.Client-Centric ApproachDevelop a comprehensive strategy that considers all aspects of the client's finances and...

Company OverviewUnifi Capital Pvt. Ltd is a leading independent portfolio manager in India, boasting a legacy of over 22 years. The company was founded with a focus on under-researched segments, comprising more than 400 listed firms, which has led to consistent investment outperformance.We have a combined AUM of over USD 3Bn across various SEBI- and...

Role OverviewWe are seeking a skilled Portfolio Management Specialist to join our team at Alankit Group. The successful candidate will be responsible for managing high net worth client relationships and developing strategies to enhance portfolio profitability.Key ResponsibilitiesDevelop and implement tailored investment plans to meet the financial goals of...

Job Title: Associate, Treasures Service Relationship Manager, Consumer Banking GroupJob PurposeAs a key member of the Consumer Banking Group, the successful candidate will be responsible for delivering exceptional customer experiences and building strong relationships with our high net worth clients.Key ResponsibilitiesEnsure each client escalation is owned...

Role/Job Title: Private Banker - First PrivateFunction/Department: Private Banking Group (Retail Liabilities)Job Purpose:This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, fostering relationships with the bank, and delivering Investment, Insurance, and other bank products to...