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356 jobs found for Relationship Manager - Wealth Management Chennai

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  • to cross-sell & deep-sell by profiling clients in detail. 3.Acquisition of a new Client and building relationship with HNI clients and handling and reviewing their portfolios. 4.Portfolio Management ,client servicing for an existing portfolio in terms of investment and handling and reviewing their portfolios

  • to cross-sell & deep-sell by profiling clients in detail. 3.Acquisition of a new Client and building relationship with HNI clients and handling and reviewing their portfolios. 4.Portfolio Management ,client servicing for an existing portfolio in terms of investment and handling and reviewing their portfolios

  • We have looking for wealth manager with a leading NBFC for Multiple locations. Should have experience in Portfolio Management, Mutual Funds, Equity, Wealth Management ...

  • 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

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth Cluster Head position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining healthy

  • 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

  • members.Have a minimum of 3 meetings per dayMaximum interaction internally with Unit manager and cluster head and externally with customers70% weight-age given to acquisition of accounts and 30% weight-age to processes and systems1st, 3rd and 5th Saturday is working Chennai, Chennai

  • Ensure timely coverage of all the relationships assigned which should result into effective communication about Principal PNB mutual funds, its schemes and all other aspects. Maintain the highest degree of learning required to be able to service these clients for products and services in the asset

  • by the bank for periodic interaction with the customers (eg:- self introduction calling, welcome calling, relationship calling) Handling customer queries Help drive service initiatives and cost control measures. Attend all required/mandatory trainings. Ensure minimal Ops Errors. Secondary

  • on sourcing candidates, screen resumes, interview candidates, offer management and providing guidance to hiring managers. Key Responsibilities: Effectively use E-Recruitment/Taleo/GTI platform for hiring best in class talent, & responsible for high quality MIS/ Reporting Ensure all compliance

  • activity on the company's LMS / Excel Sheet (Lead Management System)Would spend a bulk of his time on field, thus the candidate should be self motivated and result orientedCompany would provide I-Pads/TAB's to selected candidates to enhance their sales presentations Chennai, Chennai

  • activity on the company's LMS / Excel Sheet (Lead Management System)Would spend a bulk of his time on field, thus the candidate should be self motivated and result orientedCompany would provide I-Pads/TAB's to selected candidates to enhance their sales presentations Chennai, Chennai

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

  • Dear Candidates, We have an urgent opening for "Zonal Sales Manager" in our Company. Candidate who are dynamic and ready to work independently. Location:Chennai Job Responsibilities: • Responsible for handling team of RSM, ASM & MR. • Control & Monitoring and ensure implementation • Good Communication Skills. • Should be Graduate. • Good Expouser in Market ...

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

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

  • in volumes and number of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...

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