RM First Wealth Branch Banking

Roles and ResponsibilitiesHNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)Acquire new customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the profileEnhance the Overall value/book size of the portfolioMaintain the overall quality / hygiene parameters of the portfolioCross...

Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company...

Job Description Company Description Alpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients financial wellness is managed strategically and thoughtfully. Role...

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Wealth ManagerExperience: 5 - 8 YearsJob Description:Roles & Responsibilities:Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.Designing And Executing Investment Strategies To Drive Portfolio Performance And...

RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

Job Title: PCRM (Premium Current Account RM) Overall Goal: Current Account RM will be responsible for - Acquisition of new Business Entity customers and creating CA Book - Management of Acquired Current Account customers - Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account...

Domestic Wealth ManagementJoining Date: Immediate or with in 1 monthGender: Male CandidateContact Details: About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: Delhi, Noida, MumbaiJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure...

Company DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad.We’re Hiring: NRI Relationship Managers (RMs)Be part of a new-age Wealth Desk expanding...