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3560 jobs found for Relationship Manager - Wealth Management Mumbai

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  • "While going for the interview please mention you got this reference from Aasaanjobs"1.The relationship manager will be responsible for acquiring Preferred clients.Maintaining client relationships.2.Advising clients on their Investments and managing their overall financial portfolio and deepening

  • 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

  • Acquisition & managing High / Ultra High Net Worth customers Maintaining client relationships and generate AUM from preferred clients.Advising HNI/Ultra HNI clients on their Investments Cross-sell products and services . 3+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship with minimum ...

  • Acquisition & managing High / Ultra High Net Worth customers Maintaining client relationships and generate AUM from preferred clients. To understand clients needs & requirements and accordingly position products & services Cross-sell products. 3+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client ...

  • 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

  • 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

  • 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

  • Understand and service wealth clients banking and investment requirements. Focus on business development across liabilities,assets & fee products to sustain and achieve growth in relationship value. Conduct risk profiling of all mapped clients and offer various investment option as per the client

  • orientation Ability to work along with the Banker to deepen and widen client relationships Aggressive and business-oriented, ability to work with the Banker team as well as Channel partners to deliver on a business plan Qualifications Wealth manager expert with experience is sale of wealth products Team

  • orientation Ability to work along with the Banker to deepen and widen client relationships Aggressive and business-oriented, ability to work with the Banker team as well as Channel partners to deliver on a business plan Qualifications Wealth manager expert with experience is sale of wealth products Team

  • To Manage team of relationship managers & acquire new customers, sell investment products like Mutual Funds, Life Insurance, Fixed Deposits/ Bonds & other advisory products. Also generate leads for asset & real estate products. -MBA with Finance/ Marketing or equivalent -5 to 10 years of experience in sales of financial products/investment advisory etc. -Good communication skills ...

  • To Manage team of relationship managers & acquire new customers, sell investment products like Mutual Funds, Life Insurance, Fixed Deposits/ Bonds & other advisory products. Also generate leads for asset & real estate products. -MBA with Finance/ Marketing or equivalent -5 to 10 years of experience in sales of financial products/investment advisory etc. -Good communication skills ...

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

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

  • - Should be have good knowled in investment. - Should be have good experience in online trading. - Candidates from wealth management (investment and online trading) backgroud ...

  • Position : Sales Manager - between 30k to 40k per month (gross) 2. Asst. to Program Co-ordinator - between 18k to 25k per month (gross) 3. Audio Editor - between 20k to 25k per month (gross) 4. Digital Marketing

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