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34 jobs found for Relationship Manager- Private Wealth Chennai

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  • 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

  • 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

  • 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

  • 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

  • to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency rate Customer orientation & reporting/ (MIS): Implement and adhere to Need Based Selling Model. Adhere to Activity management framework advised

  • 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

  • Acquisition & managing High / Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Analyze client portfolios and make necessary suggestions. This includes comprehensive financial

  • universe. Initiate continuous dialogue with the target universe. Identification of potential targets / prospects for Investment Banking proposal(s), in the space of Structured Finance, Debt Syndication (domestic and international finance), Private Equity, Public Equity, M&A, Advisory Services for Capital

  • 1. Achieve personal and business unit goals by implementing a variety of 2. Relationship deepening technique and new business acquisition activities 3. Acquiring and managing Resident and NRI clients 4. Collaboration with product specialists to ensure engagement of clients with superior

  • check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9 ...

  • check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9 ...

  • Managing the team of Relationship Managers so as to meet revenue target by selling multiple financial products. Independently sourcing and managing mass affluent/HNI clients to generate self revenue by selling all financial services products. Multiple Financial Products including Life Insurance ...

  • 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

  • - Any graduate - Male candidate - Good communication - Effective in acquiring new business and maintaining good relationship with Existing clients - Salary : Good in market+Travel Allowance * Must have Two wheeler - Must be ready to travel PAN India

  • - Any graduate - Male candidate - Good communication - Effective in acquiring new business and maintaining good relationship with Existing clients - Salary : Good in market+Travel Allowance * Must have Two wheeler - Must be ready to travel PAN India

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