Wealth Manager

```html About the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Relationship Manager – Wealth Job Description Job Title- Relationship Manager- Wealth Division & Department- Sales, Retail Sales Location- Mumbai, Delhi, Kolkata, Bangalore Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr...

Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....

Roles and ResponsibilitiesProvide financial advisory services, including investment advisory, portfolio management, and wealth management.Maintain accurate records of client interactions, sales activities, and performance reports.

SVP / VP / AVP / Relationship Manager-Private Banker/Wealth Management1) 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...

Responsibilities:* Manage client relationships through financial products sales & service* Acquire new clients with focus on wealth management & mutual funds* Oversee portfolio management & investment advisory servicesTravel allowanceSales incentivesMobile bill reimbursementsGratuityProvident fundMaternity leavesPaternity leavesJob/soft skill training

Job ID: 40595Location: Baroda, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 24 Sept 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives....

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

Senior Associate, Treasurs Relationship Manager, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of...