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 ManagementPreferred BackgroundsVRM-Virtual...

Role & responsibilities Elite 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...

Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

Role & responsibilities VRMSpecification for the role IDFC FIRST BANK (Elite Banker-First Wealth)Role/ Job Title: VRM (Elite Banker-First Wealth)LOCATION: ThaneCtc: 10lpa for thaneJob Purpose:Elite Banker will be responsible for enhancing the customer engagement virtually to increasecustomer stickiness on managed clients. They will drive mobile banking...

Join Neo – Redefining Wealth Management Are you a banker who wants to build, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging. What You’ll Do? Build & manage a portfolio of HNI clients Deliver unbiased,...

Role & responsibilitiesRole/ Job Title: Cluster Lead-First Wealth Function/ Department: Retail Liabilities Job Purpose: The incumbent will lead the Elite Bankers in the region to achieve the defined objectives. The role involves managing the Elite Banker channel and driving the agenda of mobile banking adoption and usage. The incumbent will also engage...

Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 cities!We're...

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...

Join Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain ?At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven...