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681 jobs found for Relationship Manager - Wealth Management Mumbai

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  • Need basis financial assessment of Investors Experience in managing the portfolio of high net worth clients and manage services for them. cementing relationships with the clients through excellent communication skills Provide counselling to the clients for managing their finances and allocating

  • Need basis financial assessment of Investors Experience in managing the portfolio of high net worth clients and manage services for them. cementing relationships with the clients through excellent communication skills Provide counselling to the clients for managing their finances and allocating

  • 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

  • Exclusive) and UHNIs Clients 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

  • 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

  • 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

  • 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 product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI

  • Urgently looking for Senior Manager / Assistant Vice President - Private Wealth. Position based with one of the reputed and leading Investment banking Company based at Mumbai. Key Skills Required: Should have ability to move business and source new business both in equity and wealth products ...

  • Urgently looking for Senior Manager / Assistant Vice President - Private Wealth. Position based with one of the reputed and leading Investment banking Company based at Mumbai. Key Skills Required: Should have ability to move business and source new business both in equity and wealth products ...

  • generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. End to end Customer Relationship Management. An opportunity to learn and grow

  • generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. End to end Customer Relationship Management. An opportunity to learn and grow

  • coordinate with product and research team for taking investment decision for the clientsTo recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure

  • Opportunity with a leading financial CompanyLocation: MumbaiPosition/Function :Wealth Management Sales (Private Wealth)Qualification : MBA / CFA / CA / Post GraduateCritical Exp. Essential: Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income

  • Opportunity with a leading financial CompanyLocation: MumbaiPosition/Function :Wealth Management Sales (Private Wealth)Qualification : MBA / CFA / CA / Post GraduateCritical Exp. Essential: Candidate should have understanding in Equities MF, tax planning, financial planning, profiling, fixed income

  • 1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person 2. The person would be responsible to source new HNI Customers as well as managing their portfolio 3. Relationship Value . Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management

  • 1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person 2. The person would be responsible to source new HNI Customers as well as managing their portfolio 3. Relationship Value . Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management

  • 1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person 2. The person would be responsible to source new HNI Customers as well as managing their portfolio 3. Relationship Value . Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management

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