Relationship Manager-WEALTH MANAGEMENT-Relationship Manager

Were Hiring: Relationship Manager Wealth Business BankingLocation:HyderabadExperience: 3+ Years in BankingIndustry:BankingKey ResponsibilitiesPortfolio Growth:Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.Revenue GenerationDrive cross-sell of Business Banking and Wealth Products,...

Job Title: Wealth Manager Tata CapitalCore ResponsibilitiesClient Acquisition & Onboarding• Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs.• Leverage personal network, referrals, and micro-events to generate fresh leads.• Conduct risk-profiling exercises to align investments with client goals and...

Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Chandigarh, Ahemdabad, Bangalore, Pune, Lucknow, Varanasi, Kanpur , Hyderabad , Noida .The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with...

Job Description:Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through...

· Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.· Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.· Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.· Work closely with...

Responsible for acquiring new clients, managing HNI relationships, and providing investment advice on mutual funds and insurance. Must hold NISM Series V-A certification and have strong communication and financial product knowledge.

Relationship Manager Job Title- Relationship Manager Division & Department- Sales, Retail Sales Location- Who we Are? Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India 's largest and fastest growing mutual fund. We serve 1.3 Cr customers and associates with highest humility across 100 cities. Our success is...

As a Relationship Manager in the Sales & Distribution Wealth Management/Asset Management industry, your role will involve driving mutual fund sales, establishing strong client relationships, and expanding distribution channels within the BFSI/Asset Management sector. Your responsibilities will include: - Driving sales of mutual fund products and achieving...

Relationship Manager -Wealth Company Name – Muthoot Fincorp Limited Our Brand Purpose To transform the life of the common man by improving their financial wellbeing JOB DESCRIPTION ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with...

Roles and ResponsibilitiesManage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business.Identify new sales opportunities through portfolio management, third party products, and fixed deposits.Develop and maintain strong relationships with existing clients to increase retention rates.Collaborate with...