Affluent Relationship Manager

Job Title: Affluent Relationship ManagerAs a seasoned wealth manager, you will be responsible for cultivating and maintaining high-value relationships with affluent individuals to drive their financial growth.Identify and acquire new customers by promoting our wealth management services.Develop customized investment strategies tailored to each customer's...

Job Title: Senior Affluent Wealth Relationship ManagerWe are seeking a seasoned Relationship Manager to join our Private Banking team. As a key member of our Affluent Banking division, you will be responsible for building and maintaining strong relationships with high net worth clients.Key Responsibilities:Manage a portfolio of existing clients and identify...

Job Title: Senior Affluent Wealth Relationship ManagerAbout the RoleWe are seeking an experienced Relationship Manager to join our team in Mumbai. The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals, providing them with personalized financial solutions and exceeding their...

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)• Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.• Advising Affluent & Super Affluent clients on their Investments and managing their overall financial...

Job Title: Affluent Relationship ManagerJob Summary:We are seeking an experienced and results-driven Affluent Relationship Manager to join our team. In this role, you will be responsible for building and maintaining relationships with high-net-worth individuals and families.Build and maintain strong relationships with clients to understand their financial...

Join Neo – Redefining Wealth ManagementAt Neo , we’re building a platform where great Bankers and Relationship Managers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking.We’re looking for driven Relationship Managers who are ready to lead, not just follow . This is more than money...

Join Neo – Redefining Wealth Management At Neo, we’re building a platform where great Bankers and Relationship Managers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking. We’re looking for driven Relationship Managers who are ready to lead, not just follow. This is more than money...

Key Responsibilities:- Build and nurture long-term, trust-based relationships with affluent and HNI clients.- Provide holistic wealth management solutions tailored to client needs and aspirations.- Ensure integrity and transparency in all client interactions.- Drive growth by acquiring new clients and deepening existing relationships.- Stay updated with...

Join Neo – Redefining Wealth Management At Neo , we’re building a platform where great Bankers and Relationship Managers can do their best work—free from legacy constraints, driven by clarity, and backed by strong investment thinking. We’re looking for driven Relationship Managers who are ready to lead, not just follow . This is more...

**Service Relationship Manager** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - AVP, VP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub** **Department**: - NA**Location**: - Per requirement**About Affluent Banking - Affluent Business caters to a...