Preferred/Wealth Relationship Manager

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.(S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.(S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Job Title: Wealth Manager Location- Kolkata Job Summary: We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)Leverage your existing client relationships and network to onboard new...

**Job Summary:**We are seeking a skilled Relationship Manager to build and maintain relationships with high net worth individuals.The ideal candidate will be responsible for identifying and acquiring new business opportunities, developing comprehensive financial plans, and providing exceptional client service and support.Key Responsibilities:Establish strong...

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

Senior Wealth Management SpecialistWe are seeking a seasoned professional to join our team as a Senior Wealth Management Specialist.The ideal candidate will possess a deep understanding of family office requirements and debt product offerings, with 3-8 years of experience in wealth management.The following responsibilities include:Interacting with...

About the OpportunityWe are seeking a skilled Professional to acquire high net worth individuals and build long-term relationships with clients.Key Responsibilities:Aquire new private clients and establish a strong client base.Nurture and manage end-to-end customer relationships, fulfilling all their banking needs through wealth solutions.Requirements:The...