Sr RM/RM Investment Products

IP Business Upfront Revenues, Activation of Partners in Investment Product BusinessRM's Physical Meetings & Seminars with FR's & End ClientsNew High Impact Business Initiatives

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...

JD – (Affluent RM Banking): Relationship Manager Kindly Share - CV Contact Person : Divya : , 17 to 28 lkhs ( Depending on multiple selection Factors)Job Title: (Job Name) – Relationship ManagerBusiness Unit (PA) : Private BankingOffice Location : BKC Remuneration Fixed CTC + 10% of the AUM Received & Generated Business Head Need to get Good Customer...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

We are seeking a detail-oriented and proactive Executive – RMS to support our Risk Management operations. The role involves preparing and maintaining key reports, coordinating with internal teams and senior management, managing trader records, and ensuring compliance with regulatory requirements. Responsibilities · Prepare and maintainEMP Sheetsin Excel...

We are seeking a detail-oriented and proactive Executive – RMS to support our Risk Management operations. The role involves preparing and maintaining key reports, coordinating with internal teams and senior management, managing trader records, and ensuring compliance with regulatory requirements.Responsibilities· Prepare and maintainEMP Sheetsin Excel and...

JD – (Affluent RM Banking): Relationship ManagerKindly Share - CV Contact Person : Divya : 9137265848 , qcprofile@gmail.comCTC 17 to 28 lkhs ( Depending on multiple selection Factors)Job Title: (Job Name) – Relationship ManagerBusiness Unit (PA) : Private BankingOffice Location : BKCRemuneration Fixed CTC + 10% of the AUM Received & GeneratedBusiness...

JD for HNI RM role. Roles & Responsibilities: networking, data base, market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. Products of HNI Clients.

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients...

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio...