Relationship Manager- Wealth

Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:Identify and onboard HNW clients through market research,...

Job RequirementsJob RequirementsJob Description: Relationship Manager-First Wealth at IDFC FIRST BankCompany OverviewIDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their...

Position - SVP / VP / AVP / Relationship Manager,Private Bankers- Wealth ManagementAcquiring, Deepening and Retaining HNI / UHNI clientsGenerate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.Networking and cultivating a good relationship with the clients.Knowledge of - Equity and...

URGENTLY REQUIRED CLIENT RELATIONSHIP MANAGER FOR FINANCIAL SERVICES FIRM IN JAIPURRole Overview:As a Client Relationship Manager in our Wealth Management department, you will play a pivotal role in deepening existing investment client relationships and generating referrals by understanding their financial objectives, analyzing the micro and macro financial...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment...

Some Careers Open More Doors Than Others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Business...

Some careers open more doors than others.  If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Business...

Sell equity products, assess client risk appetite, and manage HNI portfolios. Achieve monthly business targets, build strong client relationships, and provide regular investment updates. Required Candidate profile2-5 yrs exp in financial sales (Equity/MF). Proven track record with HNIs. Strong comms skills & target-oriented mindset. Candidates with AUM >20Cr...

Company DescriptionTata Capital Limited, a subsidiary of Tata Sons Limited, is a prominent financial services provider in India. Registered with the Reserve Bank of India as a Core Investment Company, Tata Capital offers fund and fee-based financial solutions through its subsidiaries under the Tata Capital brand. The company serves diverse customer segments...

Company DescriptionKaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of 'Atmanirbhar Bharat,' helping to build a self-reliant India. The company values inclusivity and sustainable growth, aligning itself...