
Relationship Manager- Wealth- Bengaluru
1 week ago
Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business.
Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank.
Customer Engagement: Ensuring portfolio quality by regularly engaging with each
mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI clients.
Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process.
Capture and maximize the business opportunity through detailed client profiling as per organizational process.
-
Senior Wealth Manager
4 weeks ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
-
Manager
2 weeks ago
Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per yearCompany DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...
-
Relationship/Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India AI Growth Bangalore Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole DescriptionThis is a full-time on-site role as a Relationship/Wealth Manager. You will be responsible for acquiring, building, and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients. Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities,...
-
Bengaluru, Karnataka, India Goldman Sachs Services Pvt Ltd Full time ₹ 5,00,000 - ₹ 12,00,000 per yearASSET & WEALTH MANAGEMENT We provide institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies. We help our clients navigate todays dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global...
-
Wealth Relationship Manager
5 days ago
Bengaluru, Karnataka, India Wise Finserv Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...
-
Wealth Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Sharekhan Full time ₹ 9,00,000 - ₹ 12,00,000 per yearLooking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...
-
Wealth Advisor
1 week ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPremium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...
-
Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...
-
Private Banker
5 days ago
Bengaluru, Karnataka, India 360 ONE Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending...
-
Senior Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India PropEx Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionPropEx is a data-driven PropTech marketplace exchange that instantly and virtually connects various stakeholders in the real estate ecosystem. We empower consumers to discover, negotiate, and perform end-to-end digital transactions through our proprietary technology on existing messaging platforms. PropEx focus on building wealth for its...