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536 jobs found for Relationship Manager - Wealth Management Delhi

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  • 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 ...

  • 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 ...

  • 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 ...

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

  • Responsible for acquiring and managing the Corporate, Ultra HNI and HNIs in the market for investment products -mutual funds at PAN India level. Advising Corporates, HNI & Ultra HNI clients on their investments and managing their overall financial portfolios. To research, investigate and update

  • Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate

  • Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate

  • Execute business plans for the Wealth Management segment Hire and train associates with a focus on offering multi products. Drive and monitor sales through the team. Motivating the team through regular frontline contact ...

  • products through Training & Joint Calls.- Ensure continuous process learning for Investment product.- Deliverables -activation, retention/win back and revenue.- Maintain Relationship with principle (like AMC, Insurance co)- Portfolio Analysis of Client- Process Management- Data analysis of the respective

  • Interacted with the customers to understand their needs/ requirements while assisting them for the required services and maintaining customer relationships to build the future perceptiveness Created customer focused approach among the sales team. Enhanced client servicing through focused approach

  • - Responsible for selling Third Party Products like Mutual Funds. - Prospect and acquire new customers through direct/natural market - Engage clients in meaningful conversations about their finances and financial aspirations and take active interest in their financial investments. - Process inputs provided by research team and other sources and apply them to the specific context ...

  • Job description. To promote and sell GCL/MRTA products through bank staff and achieving sales targets - Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance - To ensure that all service requirements are met, medicals facilitated and customers are satisfied - Activate ...

  • -Execute trades on live terminal and collect the cheques for the trade value from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related ...

  • - Execute trades on live terminal and collect cheques from clients. - Educate clients about market behavior and encourage them to trade on line by themselves. - Acquire new clients through references and prospecting. - Gather market sentiment through research and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • 1.Ensure meeting Business targets in stipulated time. 2.No. of leads generated on monthly basis (xyz %) 3.Ensuring minimal compliance issues (%) 4.Cross sell /up selling of insurance products (atleast xyz %). 5.Cover note maintenance. 6.Ensures smooth cover note management. 7.Client Relationship

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