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 & responsibilitiesElite 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...

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our...

Company DescriptionNeo Wealth Partners (NWP) is revolutionizing wealth management where the Banker and the Firm collaborate equally to deliver client solutions. Partners work independently, tailoring their own client engagement while being supported by comprehensive institutional infrastructure. This model fosters sustainable, long-term, client-centric...

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...

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 citiesWe're seeking...

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 citiesWe're seeking...

Company DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in "Treasury and Wealth Solutions." We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a combined...