High Net Worth Relationship Builder

Affluent Client StrategistAs the ultimate ambassador of our organization, you will be the primary point of contact with clients.Key Responsibilities:Acquire and manage High Net Worth relationships by delivering exceptional service standards.Establish strong ties with clients by designing and implementing their financial plans.Ensure clients receive and...

At Valion, a trusted partner to over 2000 HNI/Super HNIC families, we seek an experienced Wealth Manager-Real Estate Sales professional with significant expertise in financial planning and investment management.Key ResponsibilitiesWe are looking for an individual who can provide strategic financial guidance and portfolio management services to high net worth...

Role & responsibilities -Managing the High Net Worth customers of the BankAchieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.Profiling Customers and provide financial products to meet customer needsEnsuring the highest levels of service to the High Net Worth customersProviding financial...

Job TitleWe are seeking a seasoned tax professional to lead our team in reviewing and managing complex individual and business tax returns, specifically for High Net Worth Individuals (HNIs).Review and manage federal and state tax returns for HNIs, including individual tax returns (Form 1040) and business entity tax returns (Partnership (1065) and...

JD: PRM- HHDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans...

About The Role  Role:  Handling personalized service requests of Privy customers. Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. Coordination with CPC/RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and...

Our Client:Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title:CFP & Relationship...

About usWe re on a mission to make app building so easy everyone can do it - regardless of their background tech knowledge or budget We ve already helped thousands of entrepreneurs small businesses and even global brands like the BBC Makro and Pepsi achieve their software goals and we ve only just started Builder ai was voted as one of 2023 s Most...

Company DescriptionEstablished in 1990, SMC Group is a diversified financial services company based in India. We provide a wide range of services including brokerage (equities, commodities, and currency), investment banking, wealth management, and distribution of third-party financial products. Our comprehensive offerings extend to corporate, institutional,...

Job Description:Key Deliverables:Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts . Cross sells bank products & builds penetration for remote banking channels like net/mobile banking. Informs customers of new products or product enhancements to further expand the banking...