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36 jobs found for Relationship Manager- Private Wealth Chennai

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  • to cross-sell & deep-sell by profiling clients in detail. 3.Acquisition of a new Client and building relationship with HNI clients and handling and reviewing their portfolios. 4.Portfolio Management ,client servicing for an existing portfolio in terms of investment and handling and reviewing their portfolios

  • to cross-sell & deep-sell by profiling clients in detail. 3.Acquisition of a new Client and building relationship with HNI clients and handling and reviewing their portfolios. 4.Portfolio Management ,client servicing for an existing portfolio in terms of investment and handling and reviewing their portfolios

  • Looking for Private wealth RM/Financial Advisor position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining

  • Looking for Private wealth Cluster Head position based with one of the leading private wealth management firm. KRA's 1. Responsible for end to end customer service of high net worth individuals. Responsible for client acquisition of high net worth individuals and assisting in maintaining healthy

  • 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

  • in volumes and number of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...

  • Ensure timely coverage of all the relationships assigned which should result into effective communication about Principal PNB mutual funds, its schemes and all other aspects. Maintain the highest degree of learning required to be able to service these clients for products and services in the asset

  • and regulatory guidelines are met and that internal recruiting policy and practices are executed Partner with hiring managers throughout the recruitment lifecycle and work with other areas of HR for effective interviewing and on-boarding processes Provide ongoing guidance and advisory support to hiring

  • base-To contribute to customer satisfaction initiatives-To ensure high standards of portfolio managementMargin regularization market intelligence &NPA management-To ensure policy/process adherence and documentation-To formulate periodic MIS-To contribute in own development and skill enhancement Business

  • Processing of TPP transactions mostly being Mutual Funds Banking service support such as processing of account opening forms, credit cards, fund transfers, remittances etc. Liaison with clients related to the above service requirements Preparing portfolio updates for clients Internal MIS and analytical support

  • of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...

  • of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...

  • in volumes and number of merchants 2. Manage key business indicators 3. Handling the existing Merchants retaining and growing the same, adding new Merchants to this portfolio. 4. Responsible for Acquiring New key relationships for the bank ...

  • This is a permanent position with our client Job Description Position/ Title: Account Manager Experience: 8+ Yrs Location: Chennai / Mumbai Education: Degree or any Masters from reputed institute Reporting: Director Sales Responsibilities: * Function as the primary point of contact for all Required Skill Set: * Go-getter, Self-Motivated * Ability to develop strong relationships with appropriate individuals at ...

  • 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

  • non successful call outcomes and audit the call. Management process to ensure optimum successful results. Ensure fair and productive data / lead distribution among all workstations Ensure optimum output to achieve and exceed benchmark productivity for Field Sales personnel. Track the quality of sourcing in Core

  • and Impart knowledge to A&D and become consultant to them . M.I.S. & Reporting to KAM Head Specification and Brand Inclusion with the identified A&D (3) Skills & Requirements : - Networking with A&D community is a prerequisite. Good Communication, Personality, relationship building & interpersonal

  • relationship building & interpersonal skills. Ability to understand about interiors, creative mindset with visualization .Prefer Designer. Highly self-motivated Work with Premium brand ( HVP) is an advantage

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