Wealth Rm

**Competency**: BD - RM Wealth Mumbai **Department**: Business Development **Designation**: Relationship Manager **Legal Entity**: Choice Connect Private Limited

Urgent requirement for Wealth Relationship manager Location : Mumbai Package : 18-20lpa Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Ability to Commute: - Mumbai, Maharashtra (required) Ability to Relocate: - Mumbai, Maharashtra: Relocate before starting work (required) Work Location: In person **Speak with the...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

Strategic Wealth Management Professional Unlock new opportunities with your career.Job DescriptionIn today's fast-paced world, organizations help their customers manage and grow their wealth. As a Strategic Wealth Management Professional, you will be part of a global team serving millions of customers worldwide.Key ResponsibilitiesDevelop in-depth knowledge...

**Role** - Corporate Treasury Sales (MFD RM) **Experience** - 5 - 10 Years **Location** - Mumbai, Bangalore, Hyderabad, Delhi & Chennai **Mode** - WFO - 5 days **The role of a Corporate Treasury includes**: 1. Acquiring new corporate clients & managing the relationship for their investments in mutual funds and fixed-income instruments. 2. Ability to...

We are looking for candidates for our branches at multiple locations:Mumbai, Ahmedabad, Bangalore, Chandigarh, Hyderabad, Kolkata, Patna, Surat, VishakhapatnamRole & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and...

Responsibilities - Identify and onboard high-net-worth individuals HNWIs and affluent clients through personal networks referrals and partnerships - Provide comprehensive financial planning and investment advisory services to meet client needs - Ensure exceptional client servicing thereby maintaining long-term relationships and client satisfaction -...

Job DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

The role of a Wealth Management Professional involves building and nurturing long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions.Key Responsibilities:Nurturing Client RelationshipsTo address the investment requirements of HNI clients, we offer exclusive product...

Job Summary Wealth Relationship Manager Director is pivotal in driving financial growth building client relationships and delivering comprehensive financial solutions strengthens the bank s wealth management growth Drive business growth through strategic guidance and support to the Wealth Relationship Managers with a focus on deepening client...