Wealth Relationship Manager

About UsWealth Management is a leading wealth management firm with a strong presence in the financial industry. Our company has built a reputation for providing exceptional wealth advisory services to high net worth individuals and corporate clients.Job SummaryWe are seeking an experienced Strategic Wealth Manager to lead our HNI (High Net Worth Individual)...

Wealth Management is seeking a highly experienced Senior Wealth Management Executive to lead our Mumbai Cluster. This is an exciting opportunity for a professional with a strong background in wealth management to drive sales growth and expand our client base.The ideal candidate will have a minimum of 5 years of experience in wealth management, preferably...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of...

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of...

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of...

- Develops new and expands existing High Net worth Customer relationships for liabilities bysourcing category - A Wealth customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of Customers-...

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A Wealth customers- Sources new bank customers through external individual efforts and acquisition channel- Ensures high levels of customer service orientation and application of bank policy- Cross sells bank products to existing set of...

JobDescription JobPurpose Theincumbent would be responsible for the managing HNI customers (withsurplus investment amounts of Rs. 1 Crore above) and have regularmeetings with them also supporting team to achieve their salestarget which would result in a revenue of 3.5 times ofCTC KeyDeliverables Executecluster business plans for the Wealth...

As a Relationship Manager:-Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities :-Generate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and...

Company DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...

Role - Relationship ManagerJob SummaryIndividually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed ResponsibilitiesGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet...

Role - Relationship ManagerJob SummaryIndividually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed ResponsibilitiesGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet...

Company DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...

We are Waayslive Solutions Private Limited, a company that values innovation and customer satisfaction.As an Account Manager - Wealth Channel with us, you will be responsible for developing and sustaining relationships with MF Advisors, Life Advisors, and Wealth Advisors to improve mind share and wallet share through sales and business development.You will...

Company Description Centric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams. Role...

Company DescriptionCentric Wealth Advisors Llp is a investment and insurance advisory services company based in Ahmedabad, Gujarat, India. We provide comprehensive and personalized financial planning and wealth management services to our clients. Our team is dedicated to helping individuals and families achieve their financial goals and dreams.Role...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...