BDRM/Wealth RM

**JD of Private Wealth RM** - **What you will do**: - Improve Client satisfaction by fostering meaningful engagement - Concentrate on providing comprehensive client coverage - Offer guidance to customers regarding their financial portfolios - Establish connections and facilitate the onboarding of UHNIs individuals - **What you need to have**: - Wealth RMs...

Hi.Greetings from Avani ConsultancyWe are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage companyJob Title : Relationship Manager (BDRM) - Mutual funds SalesStaring 3 to 6 Months Leads company will provide - Flied Work.Position purpose:To acquire new clients with assets in order to grow the asset book,...

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leader? No Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects,...

Description:Job Description (Wealth Sales):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...

Wealth RMLocation-ChennaiExperience: 2+ yearsQualifications:Any GraduateExperience in Dealing with Existing ClientsSkills RequiredShould be ok for open market salesMust be ok for SalesNeed to do client acquisitionProducts-Mutual Fund,Demat account,PMSShould do self sourcing

Job Description What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM)...

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.Job Role -Providing financial solutions for high net worth clients.Monitor financial market trends to ensure that client...

**Job Profile**: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to...

I hope this message finds you well. I am excited to share that a leading Bank is currently hiring for several key positions.Key Responsibilities:Acquire and manage high-value individual (Resident NRI) and business clients.Increase liability book and investment AUM through deepening existing relationships and new client acquisition.Drive revenue by...

Job Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...