Relationship Wealth Manager_ Branch Banking For Leading Banks

Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Cross-sell various wealth products and services to clients, including mutual funds, insurance and other investment products Required Candidate profileMinimum 2 years of experience in wealth management or relationship management in the...

Role & responsibilities:-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers.Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and potential...

Job Description Platinum Relationship Manager - Business Banking KRAs: . Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets . Sources new bank customers through external individual efforts and acquisition channel . Ensures high levels of customer service orientation and application of...

Location: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...

Location: [Mumbai Bandra West] Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management - Serve as the primary point of contact for assigned HNWI/UHNWI clients. - Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. - Provide tailored advice on...

Location: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key Responsibilities: Client Relationship Management Serve as the primary point of contact for assigned HNWI/UHNWI clients. Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. Provide tailored advice on...

**Primary Role Description** - The job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value,...

Location: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on...

 Location: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...

 Location: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe as the primary point of contact for assigned HNWI/UHNWI clients.Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.Provide tailored advice on investments,...