Relationship Manager- Wealth/NRI- Urgent Opening

Job descriptionManages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment..• Identifies...

- The NRI Relationship Manager will be responsible for nurturing- The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling - The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements - The...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

Build a career in wealth management and make a positive impact on clients' lives.Job DescriptionWe are seeking experienced wealth managers who can deliver personalized financial advice to high net worth clients. The ideal candidate will have strong numerical and analytical skills, with the ability to analyze global markets and client situations to select...

URGENTLY REQUIRED CLIENT RELATIONSHIP MANAGER FOR FINANCIAL SERVICES FIRM IN JAIPURRole Overview:As a Client Relationship Manager in our Wealth Management department, you will play a pivotal role in deepening existing investment client relationships and generating referrals by understanding their financial objectives, analyzing the micro and macro financial...

Job Title:High Net Worth Relationship ProfessionalWe are seeking an experienced High Net Worth Relationship Professional to join our NRI banking team.The ideal candidate will have a strong background in client management and a proven track record of success in identifying and acquiring new customers.This role requires excellent communication and...

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of...

Job DescriptionWe are seeking a skilled and experienced professional to join our team as a Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.Deliver in-depth...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Job TitleWe are seeking an experienced Director of Wealth Management to lead our wealth management division and drive the development and expansion of our global investment solutions.This is a high-profile role that requires a deep understanding of portfolio management, regulatory compliance, and investment advisory. The successful candidate will have a...