Search Results: 21,614 vacancies
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...capabilities to ensure we can continue to recruit top talent at HSBC. As your application... ...rewards that will take you further.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management and Global Private Banking, to become one...
...today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure...
...strongly to emerge as the preferred private general insurance company in... ...and seamless claims process management. We are currently seeking... ...Client Group (Private Wealth Management)
Location: Lowerparel... ...channels, managing channel relationships, and maintaining client...
...superior customer - Experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right... ...the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. - To be a one point contact for all his...
...Leading Private Bank is hiring Wealth Manager in Mumbai and Pune locations. Location - Mumbai and Pune. Experience required - Wealth Management, Portfolio Management, HNI client Handling, Ultra HNI Client, Mutual Funds, Investment, Private Banking-. Candidates only from any...
...Private Banking Relationship Manager
Position Overview
Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking...
...Position Relationship Manager Private Banking
Job Purpose
To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques
Role & Responsibilities
Acquisition of new...
...have closed 25 Lakhs to 1 crore ticket. Acquisition of Wealth Clients:
1.Wealth Manager will be responsible for acquiring & advising HNI... ...Prior experience of working in a wealth management firms, Private banking,
PMS Advisory, AIF Acquisition or High ticket MF Sales...
...We are looking for a highly motivated Wealth Relationship Manager in the Branch Banking Department for Indias Leading Bank.
Job Roles and Responsibilities:
Have good awareness of Corporates with entry point links in those corporates.
Good Communication...
...Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
Preparation of MGT forms... ...publishing business MIS at set frequency
Assistance in carrying out diligence checks through bank system prior to onboarding of client...
...dynamic individuals to join the Wealth team at FINTOO. Your main job... ...FINTOO's Portfolio Management Service in various Financial... ...investments.
Maintain good relationships with your existing clients for... ...sales, financial services or banks
Education & Certifications...
...based investment products to this set of Wealth customer base. Should have effective... ...skills and should be excellent in conflict management. . Will be responsible to develop business... ...& target oriented. Should possess strong networking & relationship building skills....
...in Mumbai, India and a part of Equentis Wealth Advisory Services Ltd. Our team of professionals... ...years.
Role Description
# Wealth Manager will be responsible for acquiring &... ...of working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High...
...Sales Manager - Private Banking
Position Overview
Job Title: Personal Clients Junior Advisor, NCT
Location: Mumbai, India
Role... ...Acquire new accounts from referrals from existing customers
Relationship Building / Deepening / Cross Sell / Transition - Ensure...
...Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment... ...products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services...
...results and highest value addition in the most efficient way. The role is for... ...structure deals and develop strong client relationships and increase revenue for the company.... ...servicing,financial services,multitasking,wealth,wealth management,verbal communication,management,sales...
...Job Title: SR. NRI Relationship Manager - Wealth
Location: Mumbai
Experience: 5 years + in to BFSI Industry
Salary Range: INR 12,00... ...Relationship Manager is required to interact with customers for most part of his day and so good communication and presentation...
...Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking
Job Purpose:
The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also...
...Job Description
J.P. Morgan Private Bank is committed to providing exceptional service to our... ...support campaign / event targeting, list management and ROI evaluations
Collaborate with... ...small businesses and many of the world’s most prominent corporate, institutional and government...
