Current jobs related to Wealth Relationship Manager | Leading Bank - ahmedabad - Waytogo Consultants

  • Wealth Relationship Manager | Leading Bank

    1 month ago

    ahmedabad, India Waytogo Consultants Full time

    - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of...

  • Wealth Relationship Manager | Leading Bank

    1 month ago

    ahmedabad, India Waytogo Consultants Full time

    - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of...

  • IndusInd Bank Limited | Relationship Manager | gujarat

    2 weeks ago

    Ahmedabad, India IndusInd Bank Limited Full time

    As a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :-Generate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

  • Relationship Manager

    5 days ago

    Ahmedabad, India IndusInd Bank Full time

    Role - Relationship ManagerJob SummaryIndividually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed ResponsibilitiesGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet...

  • Wealth Relationship Manager

    2 months ago

    Ahmedabad, India Merito Full time

    About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

  • Senior Wealth Management Executive

    3 weeks ago

    Ahmedabad, Gujarat, India Wealth Management Full time

    Wealth Management is seeking a highly experienced Senior Wealth Management Executive to lead our Mumbai Cluster. This is an exciting opportunity for a professional with a strong background in wealth management to drive sales growth and expand our client base.The ideal candidate will have a minimum of 5 years of experience in wealth management, preferably...

  • Relationship manager

    5 days ago

    Ahmedabad, India IndusInd Bank Full time

    Role - Relationship ManagerJob SummaryIndividually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed ResponsibilitiesGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet...

  • Relationship manager

    2 weeks ago

    Ahmedabad, India IndusInd Bank Limited Full time

    As a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :-Generate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

  • Strategic Wealth Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Wealth Management Full time

    About UsWealth Management is a leading wealth management firm with a strong presence in the financial industry. Our company has built a reputation for providing exceptional wealth advisory services to high net worth individuals and corporate clients.Job SummaryWe are seeking an experienced Strategic Wealth Manager to lead our HNI (High Net Worth Individual)...

  • Senior Banking Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India IndusInd Bank Full time

    About the RoleAs a Senior Banking Relationship Manager at IndusInd Bank, you will play a vital role in managing existing customer relationships and growing our customer base by acquiring new clients. Your primary responsibility will be to service all banking needs of mapped clients.Key Responsibilities:Grow the liability base of the bank by deepening...

  • Relationship Development Specialist

    6 days ago

    Ahmedabad, Gujarat, India IndusInd Bank Full time

    Job DescriptionWe are seeking an experienced Relationship Development Specialist to join our team at IndusInd Bank.About the Role:The successful candidate will be responsible for acquiring and nurturing relationships with our wealth clients through our wealth products. This includes having a good knowledge of banking products such as Life Insurance, General...

  • Wealth Executive

    2 months ago

    Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

  • Wealth Executive

    6 months ago

    Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

  • Senior Banking Professional

    3 weeks ago

    Ahmedabad, Gujarat, India IDFC FIRST Bank Full time

    About the Role:As a Senior Banking Professional, you will play a pivotal part in deepening relationships with NRI customers at IDFC FIRST Bank.Your Key Responsibilities:You will work closely with product and operations teams to drive effective customer acquisition and servicing, ensuring seamless access to other products.Maintain updated and accurate...

  • Retail Banking Manager

    3 days ago

    Ahmedabad, Gujarat, India IDFCFirst Bank Full time

    **Job Overview**IDFC First Bank seeks an experienced Retail Banking Manager to lead our branch operations. The successful candidate will have a proven track record of managing teams, driving business growth, and delivering high-quality customer service.Key Responsibilities:Manage branch P&L and drive profitability through effective distribution operations,...

  • Affluent Banking:Network Coverage

    7 months ago

    Ahmedabad, India Axis Bank Full time

    Affluent Banking:Network Coverage - Service Relationship Manager 5 - 8 Years 1 Opening Ahmedabad Role description Service Relationship Manager INTERNAL USAGE: No. of Vacancies: 1 Reports to: BOSH Is a Team leader? No Team Size: 0 Grade: Business: Affluent Banking Department: � Affluent...

  • Wealth Executive

    6 months ago

    Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

  • Global Business Development Manager for Private Wealth

    3 weeks ago

    Ahmedabad, Gujarat, India HSBC Full time

    Unlock New Opportunities in Global Private WealthAre you looking for a career that will take you to new heights? HSBC offers opportunities, support, and rewards that will help you achieve your goals. Whether you want to advance in your current role or explore new directions, our organization provides the perfect platform.Wealth and Personal Banking is our...

  • Relationship Manager

    1 month ago

    ahmedabad, India IDFC FIRST Bank Full time

    Job Title: Relationship Manager-NRI Business Unit: Retail Banking Location: Ahmedabad, Surat, Vadodara Job Purpose: The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive...

  • Wealth Advisor

    6 months ago

    Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full time

    We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

Wealth Relationship Manager | Leading Bank

1 month ago

ahmedabad, India Waytogo Consultants Full time
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers
- Sources new bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer service orientation and application of bank policy
- Cross sells bank products to existing set of Customers
- Informs customers of new products or product enhancements to further expand the banking
relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Coordinates with other group companies to provide seamless access to other product s
- Maintains complete relationship record for assigned customer accounts