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120 jobs found for Relationship Manager- Private Wealth Delhi

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  • Role: The Relationship Manager would be responsible to build and deepen relationship with new and existing HNI/Ultra HNI clients by offering and providing solutions to a wide range of Private Banking / Wealth Management products (Mutual funds, Insurance, Bonds, equity, derivatives) and enhancing Desired Skills and Expertise Preference will be given to full time MBA with 2 to 7 years of wealth Management ...

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition Sourcing new UltraHNI clients for Private Wealth Management for Mutual Funds, Direct Equity, PMS, Structured Products etc

  • Experience of managing HNI client relationships as a part of Wealth management division of banks/boutique wealth management firm, Part of PCG desk of securities firms, NBFC firms Must be an individual revenue writer in current role or for in a previous role continuously for a period of 4 - 10

  • Relationship Manager--Wealth// NRI --CTC-8 L-15 L--pvt bank Candidate from banking, broking,wealth, AMC direct sales experience apply Location-Delhi/NCR Urgent interview Friday, Saturday at Delhi.only sales exp. in pvt. banks/broking/amc require ctc- should not b less than 3.5-4 L non-life

  • Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • - Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • - Responsible for new client acquisition, building new relationships and increasing depth in existing clients - Database will be supported by the company - Will be responsible for selling investment plans - Provide regular updates to managers. Industry Banking / Financial Services / Broking

  • of High Net Worth customers. Industry Banking/Financial Services/Broking functional Area Sales / BD Job Role Other Keyword Relationship Management Cross Selling Finance Business Banking Sales Wealth Management InvestmentRetail AssetsLiabilitiesFinancial Planning Job Type Permanent

  • 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

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing portfolio in terms

  • their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...

  • Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer. Key Customer Relationship Management & supervision of all High Net Worth customer programs. Ensure compliance with Bank. Industry Banking/Financial

  • Needs to have minimum 20 years of experience in wealth management, corporate finance and / or management consulting with significant exposure to headcount and cost management. Maintains a documented system of accounting policies and procedures. Industry Media / Entertainment / Internet

  • 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

  • Portfolio Advisory to existing clients.Sell wealth products and revenue generation to existing clients.Manage relationships to improve relationship value of existing customersRegularly contact with all mapped clients through weekly / monthly callsAssist the development and implementation

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