Affluent RM/Wealth RM- Privy League-Leading Pvt Bank

Job Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...

Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

**Team member - Privy League Execution team - M5/M6 **Privy League Execution - Programme & Process Governance - **Privy Business Process**: - Responsible for process execution | Identifying and bridging gaps in process in co-ordination with Process, Ops and channel - Ensure adherence of processes through RCSA & Audit | Quarterly Audit / RCSA submission to...

Lead a team of RM's and RH's & State HeadDeveloping and implementing strategies to acquire new UHNI/NRI Affluent clientsBuilding and maintaining relationships with UHNI & HNI clients.Monitoring (KPIs) & reporting on business performance. Required Candidate profileAffluent BankingWealth BankingUHNI & HNI / NRI Clients Sourcing PMS & AIF ManagementTeam...

**JD of Private Wealth RM** - **What you will do**: - Improve Client satisfaction by fostering meaningful engagement - Concentrate on providing comprehensive client coverage - Offer guidance to customers regarding their financial portfolios - Establish connections and facilitate the onboarding of UHNIs individuals - **What you need to have**: - Wealth RMs...

About NRI RM Team The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 4800+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank. **About the Role** NRI Relationship Manager is responsible for managing...

Please make notes for below profile requirementsWealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)

Job Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...

Job Title: Wealth ManagerLocation: MumbaiExperience: 3+ YearsKey Responsibilities:Manage and grow relationships with HNI and UHNI clients, delivering personalized financial solutions.Acquire and manage a minimum book size of ₹20 Cr.Provide comprehensive wealth management services including investments, insurance, estate planning, and financial...

Job Description RB - Affluent BusinessNRI - RB - Channel Sales (India) Support INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: Affluent Business Sub-Department: Location: About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth...