Rm-hni/rm-retail/rm-pcg/advisor

**Job Purpose** - Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. - The RM is also responsible for...

Job Description">Our organization seeks a skilled Oracle RMS professional to fill this role. This is an opportunity to join our team in Bangalore, working on various projects and contributing to the company's growth.The ideal candidate should have in-depth functional expertise in Oracle RMS modules, hands-on testing experience, and excellent communication...

**Position: SAP FI (AQ68T RM 3137)** **Strong exposure with S4 HANA latest version implementation/migration (recent experience must be with S4 HANA only).** **Asset accounting** **Migration cockpit** **Integration with other modules like SD/MM etc** **Communication skills must be good** **Should be well presentable** ************* **Job...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...

Looking PCG ADVISOR in Kolkata Connect HR - 863 833 0959 Any Graduate - Male /Female both can apply 1-3 Years experience required from same background must have knowledge about commodity market, Advising clients on equity, derivatives currency Client management Client Acquisition Client Queries Cross selling Advisor Performance Salary -4-13...

Lead Wealth Strategist - PCG AdvisoryWe are seeking experienced and driven professionals to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients.Key Responsibilities:Acquire and manage UHNI/HNI clients for the PCG, focusing...

Send your CV on 9123865886 **Executive - Store Keeper** - Receive Raw Materials (RM), Packing Materials (PM), and Stores & Consumables (S&C) in accordance with supplier delivery challans. - Verify the quality and quantity of all received materials to ensure they match the delivery challans and meet company standards. - Ensure all RM, PM, and S&C conform to...

The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...