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282 jobs found for Relationship Manager - Wealth Management Chennai

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  • Job Role and Responsibilities: > To do the entire portfolio management of your client. > Performing need analysis of the client's requirement and doing there financial planning / wealth management. > Managing and improving relationship values with existing customers > Become a trusted client

  • Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients

  • development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct

  • portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements. Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf

  • 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth

  • 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth

  • 1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth

  • to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency rate Customer orientation & reporting/ (MIS): Implement and adhere to Need Based Selling Model. Adhere to Activity management framework advised

  • Job : Relationship Manager Exp : 6 months - 3 Yrs Exp in Direct Sales Exp in Insurance Sales Preferred Salary 3lac - 5lac Any Graduates Regards Parthiban

  • Acquisition & managing High / Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Analyze client portfolios and make necessary suggestions. This includes comprehensive financial

  • Will be responsible for about 200 resources, expected to scale to about 350. Resource pool is organized into product & module release teams with primary focus on Product Engineering and Testing in the Wealth Management domain. The position has accountability for staffing, planning, delivery and financials from a Global Delivery perspective. It involves working very collaboratively with distributed teams ...

  • 1. Achieve personal and business unit goals by implementing a variety of 2. Relationship deepening technique and new business acquisition activities 3. Acquiring and managing Resident and NRI clients 4. Collaboration with product specialists to ensure engagement of clients with superior

  • Should be strong in Share Market Mutual Funds Job Location : Chennai (Mylapore) Salary : 20,000 per month Experience : 3 Years

  • check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9 ...

  • check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9 ...

  • Looking for Relationship Manager who have experience in Liability products of the banks. Should have handled portfoilio of either NRI or HNI or Ultra HNI etc clients Should have experience is NRI or HNI or Ultra HNI acquisition

  • and monthly basis Drive productivity by right advising of life insurance solutions, bundling the offering Measure penetration across Relationship manager client base/branch base Update lead management system Engage in customer awareness program Create mindshare across branch leadership team

  • New client acquisition for working capital& term loans, Maintaining Key Customer Relationships and understanding their product needs, Cross-sell various Trade and Treasury Products,Bill Discounting, Bank Guarantee,Letter of Credit,Cash Credit ...

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