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69 jobs found for Relationship Manager- Private Wealth Bangalore

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  • the financial needs of clients. - Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. - Shared responsibility for soliciting, developing, managing, and retaining client relationships

  • retaining & enhancing advisory relationships. Service the banking requirements of the super HNI clients. To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr. To execute cross sell efforts as per focus of the bank at any given point in time. Good communication and listening skills Good sales and negotiation skills Sound knowledge Should ...

  • Of Existing & New Clients. Providing seamless & superior service delivery. Timely follow-up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets ...

  • Of Existing & New Clients. Providing seamless & superior service delivery. Timely follow-up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets ...

  • to their requirements from all liabilities products. > Formulating the strategies / financial planning to increase client base. > Maintaining long term relationships and deepening relationships with existing High Net Worth customers so as to increase revenue base for the company. > Cross-sell products and services

  • Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients

  • 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

  • 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

  • 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

  • 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

  • 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

  • we are hiring for RM, Sr. RM for one of the top financial industries at Bangalore. 1.Should be Handling HNI Clients. 2.Good Communication Skills and Presentation Skill We are hiring for RM, Sr. RM for one of the top financial industries at Bangalore. Candidate should have an experience in Wealth products with HNI and Ultra HNI customers. Mutual fund, Insurance etc ...

  • 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

  • a minimum of 250 customers of the branch who are defined as customers with relationship value greater than 3 lakhs Grow the CA-SA balances of this portfolio Cross-sell various products depending on the need analysis of the customers. For eg Consumer finance loans, Business banking loans, Trade , Forex ...

  • a minimum of 250 customers of the branch who are defined as customers with relationship value greater than 3 lakhs Grow the CA-SA balances of this portfolio Cross-sell various products depending on the need analysis of the customers. For eg Consumer finance loans, Business banking loans, Trade , Forex ...

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