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2091 jobs found for Relationship Manager - Wealth Management Delhi

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  • Relationship Manager--Wealth// NRI --CTC-8 L-15 L--pvt bank Candidate from banking, broking,wealth, AMC direct sales experience apply Location-Delhi/NCR Urgent interview Friday, Saturday at Delhi.only sales exp. in pvt. banks/broking/amc require ctc- should not b less than 3.5-4 L non-life

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition Sourcing new UltraHNI clients for Private Wealth Management for Mutual Funds, Direct Equity, PMS, Structured Products etc

  • Experience of managing HNI client relationships as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms Must be an individual revenue writer in current role or for in a previous role continuously for a period of 4 - 10

  • of High Net Worth customers. Industry Banking/Financial Services/Broking functional Area Sales / BD Job Role Other Keyword Relationship Management Cross Selling Finance Business Banking Sales Wealth Management InvestmentRetail AssetsLiabilitiesFinancial Planning Job Type Permanent

  • - Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • - Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of monthly sales and income targets set across all

  • thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness Achievement of monthly sales and income targets set across all

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer. Key Customer Relationship Management & supervision of all High Net Worth customer programs. Ensure compliance with Bank. Industry Banking/Financial

  • Portfolio Advisory to existing clients.Sell wealth products and revenue generation to existing clients.Manage relationships to improve relationship value of existing customersRegularly contact with all mapped clients through weekly / monthly callsAssist the development and implementation

  • Acquisition of HNI,Ultra HNI clients&Retail Clients Advising the client for making the Investment into Financial Product Penetration of Wealth Management or other investment product handling client's portfolio & maintaning relationship with customers ...

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • Relationship management Wealth management Worked on sales target for assets, liabilities, cards Maintaince of CASA balances HNI /NRI handling

  • and plan based on ING model portfolios. Industry Banking/Financial Services/Broking functional Area Sales / BD Job Role Sales DB Mgr Keyword Relationship Management wealthHNIhigh networth individualsMF LIHNWAMFI IRDAmutual fund life insurance FDCASAWealth Management portfolio management

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