Wealth Relationship Manager

Relationship Manager -Wealth Company Name – Muthoot Fincorp Limited Job Title – Relationship Manager - Wealth Grade – MM1 Designation – Assistant Manager Location – Erode Reports to – Span Of Control – NA Our Brand Purpose To transform the life of the common man by improving their financial wellbeing JOB DESCRIPTION ...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized inancial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Position: Analyst Platinum Wealth Management TeamLocation: JodhpurDepartment: Wealth ManagementExperience: 0–1 years (Preferably CA-Fresher from Jodhpur)Role Overview:Join a high-performing, exclusive team that manages and supports clients with a net worth exceeding 50 Cr. This role offers a unique opportunity to work closely with senior stakeholders and...

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of...

We are hiring Banking Partner - Pioneer BankingLocation- Kota, UdaipurInterested candidates can send their profiles at Job Summary:Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial,...

You will be working in the Wealth/Fixed Income department with 5 open positions available in locations including Jodhpur, Jaipur, Udaipur, Kota, and Ahmedabad. As part of the team, your primary responsibility will be to utilize your 2-3 years of experience in Fixed Income/Mutual funds/Insurance segment at senior positions to contribute effectively to the...

Role & responsibilities Require Relationship ManagerSale Home Loan, LAP, Loan against property, Mortgages, Home finance, Housing LoanPreferred candidate profile Sales Profile - Knowledge Loan Product Recruitment DSA & Channel Partner. Building relationships with connectors to take references for sourcing loans Files.

Portfolio Management with CASA Acquisition.preferably in relationship/ transactional banking & who are dealing with HNI Clients.Increase CASA balance in allocated portfolio either through Deepening orAcquisition of NTB Royale Customer, Required Candidate profile2yrs Banking Experience in CASA Sales with Portfolio Management / Book ManageHe/ She should be...

Job Title: Wealth Manager Location: [Insert Location]Job Type: [Full-time/Part-time/Contract]Department: Wealth Management / Financial AdvisoryReports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for...

Role & responsibilities Relationship Officers/ Relationship ManagersGenerate Home Loan Leads from open market and through different channelsDevelop and Maintain relationship with clients/ builders/ Contractor for repeat business and referralsPreferred candidate profile Sales Profile , Knowledge of Loan ProductsIf Interested Send Update Resume Contact us...