Virtual Elite Banker-First Wealth

Role & responsibilitiesSpecification for the role Elite Banker-First Wealth Role/ Job Title: Elite Banker-First Wealth Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work...

Payroll: BankManage & grow HNI relationships virtuallyOffer tailored wealth solutions (Investments, Loans, Insurance)Acquire clients via referrals & outbound callsMeet sales & revenue targetsEnsure top-notch service & complianceAge Limit-28 Required Candidate profileMinimum 2+ years in Retail Banking / Wealth Management Preferred BackgroundsVRM-Virtual...

Role & responsibilitiesElite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive remittances, mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally...

Role & responsibilities Cluster LeaderRole/ Job Title: Cluster Lead-First WealthFunction/ Department: Retail LiabilitiesJob Purpose:The incumbent will lead the Elite Bankers in the region to achieve the defined objectives. Therole involves managing the Elite Banker channel and driving the agenda of mobile bankingadoption and usage. The incumbent will also...

Company DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in "Treasury and Wealth Solutions." We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a combined...

Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...

Our mission is to provide tailored financial solutions for entrepreneurs and high net worth individuals.About the RoleThe Private Banker will be responsible for delivering exceptional client experiences by managing their day-to-day financial planning, investment management, and asset allocation needs.This role involves working closely with clients to...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

Company DescriptionWe are on a mission to revolutionize the way homeowners in Telangana power their lives. As a leading Solar provider, we are looking for passionate, driven, and talented sales professionals to join our elite team. If you are a top performer who wants to make a significant impact, earn an industry-leading income, and be part of a...

Wealth Management OpportunitySVP/VP/AVP/Relationship Managers, Private Bankers - Wealth ManagementObjective: Acquire and retain High Net Worth Individuals (HNI)/Ultra High Net Worth Individuals (UHNI) clients by providing exceptional investment solutions and building long-term relationships. Develop a deep understanding of equity and debt-based products,...