SVP / VP / AVP/ Relationship Manager/Private Bankers-Wealth Management

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group) Advisory1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

Responsible for including HNI customers into the Preferred and offering them a superior customerexperience to enhance the profitability of the relationshipLead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profileWealth Management RM team Handling & Own all branch banking objective and overall branch...

Role OverviewWe are looking for a proactive and dynamicRelationship Managerto drive business growth through advisors' network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships.Key...

Company DescriptionBanker's Vascular Centre is a modern hospital specializing in advanced, minimally invasive treatments for various conditions, including knee pain, heel pain, sports injuries, varicose veins, and uterine fibroids. With over 10 years of experience and expertise in Genicular Artery Embolization, MSK Embolization, Varicose Vein Treatment, and...

Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...

Wealth Relationship ManagerLocation:AhmedabadPosition: Full-TimeAbout Caring Click EnterpriseClick Enterprise is a growingwealth-management and financial-distribution firmbased in Ahmedabad, servingclients across India.We offer investment solutions inEquity Broking, Mutual Funds, PMS, AIF, Bonds, and Insurance, helpinginvestors achieve long-term financial...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...

Company DescriptionPremia Capital Pvt Ltd is an exclusive wealth management company , is dedicated to helping clients achieve financial prosperity through personalized and comprehensive financial solutions. Offering services like equity, mutual funds, insurance, demat account opening, portfolio management services (PMS), alternative investment funds (AIF),...

Job SpecificationsRole Designation: Sr RM/RM Investment Products Department: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To...