Private Banking Relationship Manager

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management)Interested please call MAHEK and drop resume at Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins,...

Job Description As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized...

Private Banker Partner First PrivateKey Responsibilities Client Acquisition Relationship Management Identify and onboard HNI and UHNI clients nurturing long-term relationships to fulfill their comprehensive banking needs Wealth Advisory Provide personalized financial advice leveraging the bank s suite of wealth solutions including investments ...

for IDFC First BankJob Title Private Banker Partner - First Private -Job Type Full-TimeJob Category Retail BankingDepartment Retail Banking Wealth Management Sales Private Banking GroupLocation BangaloreIDFC FIRST Bank is seeking a highly motivated and experienced Private Banker Partner to join our First Private team in the South region As a...

Job Title:Banking Relationship Manager – Home Loans & Loan Against Property (LAP) Location:Hyd Experience Required:2–5 years in Home Loans / LAP / Banking Sales Key Responsibilities Source and acquire customers for Home Loans & Loan Against Property. Build and manage strong relationships with customers, DSAs, and channel partners. Achieve monthly sales...

Job Title:Banking Relationship Manager – Home Loans & Loan Against Property (LAP)Location:HydExperience Required:2–5 years in Home Loans / LAP / Banking SalesKey ResponsibilitiesSource and acquire customers for Home Loans & Loan Against Property.Build and manage strong relationships with customers, DSAs, and channel partners.Achieve monthly sales and...

Job Category Analyst Wealth ManagementAcross Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high...

Roles and Responsibilities Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Be able to...

Roles and Responsibilities Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. ...

Roles and Responsibilities Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups Relationship Management 1 Seek and acquire new client relationships by understanding the customers financial needs and provide suitable...