Wealth relationship manager | private bank

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high level of...

Role - Relationship Manager Job Summary 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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of...

- Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing 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-...

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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

Role - Relationship Manager Job Summary 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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of...

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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

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 targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

**Private Banking Advisor, AS**: **Job ID**:R0354773**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-07**Location**:Surat**Position Overview**: **Job Title: Private Banking Advisor, AS** **Location: Surat, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...

- 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...

- Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing 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-...

- 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...

**Equirus Wealth Private Limited** **About Equirus** - Equirus is 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.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

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,...

**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...

**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,...

Job Title: Relationship Manager-NRIBusiness Unit: Retail BankingLocation: Ahmedabad, Surat, VadodaraJob 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 effective...

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...

**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...