Wealth Manager

Require Wealth RM for MF/PMS/AIF/SIP.Managing HNI customers and development of Wealth Business at Baroda location.

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

Top 5 Reasons to Build Your Career at UpperCrust WealthWork With One of India's Most Disciplined PMS TeamsBe part of a SEBI-registered PMS managing ₹250+ crore with a strong moat-investing philosophy and deep research culture.Full Exposure to Equity, Commodities & Cross-Asset ResearchFrom equities and sector rotation to commodities, currencies, bond yields...

Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

Dear Candidate,Greeting from YES BANKKindly acknowledge the mail with your updated resume, interested to apply for the opportunity.Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK:Job Description:Job ResponsibilitiesRelationship Management :Managing the banking and investments relationship and responsible for overall...

looking for candidates with strong client connects and AUMs. we have one of the best incentive structure and other benefits.

Total years of Experience: 1 to 2 yearsAbout the Role:We are looking for a motivated and dynamic Investment Relationship Officer to join our growing team. The ideal candidate will be responsible for developing new business opportunities, acquiring clients, and building long-term relationships to drive revenue growth. Candidates with experience in stock...

Acquiring new clients & providing advice on financial investments by selling Mutual Funds,Maintaining existing/new clients for improving our marketshare. Required Candidate profileMust have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services...

Role/ Job Title:NRI - Relationship ManagerFunction/ Department:Elite BankerJob PurposeTeam Leadership and ManagementCustomer AcquisitionRelationship ManagementPerformance Monitoring and ReportingCompliance and Risk ManagementTake ownership of driving RMs across Shifts which correspond to global time zones as per business requirement- US/Canada. EURO/UK, ASIA...

Company DescriptionICICI Prudential Life Insurance Company Limited (ICICI Prudential Life) is one of India's leading private sector life insurance companies. The company is dedicated to providing solutions that help secure families and achieve long-term financial goals through a range of products including term plans, wealth plans, child education plans, and...