Wealth Relationship Manager

This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 6-11 LPA)Min Experience: 5 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves...

Roles and Responsibilities :Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.Manage clients through client visits, suggest financial products to the clients and achieve business target.Responsible for product penetration and increasing clients wallet...

Job Specifications Role Designation: Relationship Manager Investment Products Department: Sales-Investment Products Function: Sales Reporting to: Cluster Manager Investment Products / Regional Head Investment Products Location: HyderabadJob Purpose The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point...

Responsibilities:* Manage client portfolios* Build and maintain relationships* Collaborate with sales team* Achieve revenue targets* Provide exceptional service

Responsibilities:* Manage NRI client relationships* Drive HNI acquisitions & sales* Oversee wealth management strategies* Ensure exceptional customer service* Lead HNI portfolio growth

As a QA professional with 3 years of experience in the Banking domain, your role will involve working on the Wealth Management System, specifically the Comarch WMS application. Your key responsibilities will include: - Conducting end-to-end testing of Wealth Management System functionalities - Having a basic understanding of API testing using tools like...

CEC-Relationship Manager-VRM-BRANCH BANKING-VRMCEC-Relationship Manager-VRM Enter Custom Internal Posting Description Short Description for Internal Candidates Job Role: • To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors. Differentiated training to make them universal phone banking...

Dear Candidate ,we are hiring for the position Senior Relationship Manager -HNIExp : Min 7.0 yrs to 10 yrs in Banking Sales .Location : Hyderabad .Job Title: HNI Client Relationship Manager / HNI Client AdvisorJob Summary:We are seeking an experienced and highly motivated HNI Client Relationship Manager to manage and grow our portfolio of high-net-worth...

Job Description: Senior Relationship Manager (Playing Captain Role) Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and...

Company DescriptionSoHo Wealth is a boutique wealth management firm based in Hyderabad, India. We work with Family Offices, HNIs, C-Suite executives, and Entrepreneurs, helping them design Investment Allocation Strategies and invest in the right products based on their appetite and goals. Our specializations include Mutual Funds, PMS, AIFs, Direct Equity...