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...

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

SUMMARY: -The Privilege 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...

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...

Job SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...

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...

About UsGrowMo360 is a SEBI Registered Alternative Investment Fund (AIF) and an Investment Banking Firm. The objective of GrowMo360 is to address the unique challenges and opportunities within the Indian economic landscape. As an Alternative Investment Fund (AIF), we provide vital capital to Indian Businesses, helping them scale and realize their full ...