Affluent Relationship Manager

Key Responsibilities:Aquire and manage high-value client relationships.Develop and implement financial plans tailored to clients' needs.Qualifications:Minimum 3-4 years of experience in Private Banking/Wealth Management.Selling of products such as Mutual Funds, PMS, and Structured Products.Experience advising clients across asset classes.Strong analytical...

Job DescriptionThis is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Job Description- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved.- Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.- Overseeing assigned...

Financial Advisor - Relationship ManagerThe key to our business success lies in delivering exceptional client service and building lasting relationships. As a Financial Advisor - Relationship Manager, you will be the primary point of contact for high net worth clients.This role requires strong selling skills, particularly in Mutual Funds, PMS, and Structured...

Platinum Relationship ManagerKey Responsibilities :Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans,...

Job Summary We are seeking an experienced professional to build and maintain relationships with affluent clients, driving business growth through effective relationship management. The successful candidate will have excellent communication skills, be able to analyze customer needs and provide tailored solutions.

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.3) The Cluster Manager will be responsible for handling team thereby helping and...

Affluent Relationship Manager Position">This role is for a seasoned Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products to Retail/HNI clients, generating new...