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1175 jobs found for Relationship Manager- Private Wealth Mumbai

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  • Position Name : Relationship Manager Department : Private Banking Group Grade : Manager/Senior Manager Locations : Mumbai Responsibilities- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset Desired Skills: Good communication and listening skills Good sales and negotiation skills Sound knowledge Should have an ...

  • * Leverage company's Institutional and Global Wealth Management capabilities (Institutional Research, Dynamic Asset Allocation, Risk Management and Financing) to acquire/ manage HNW/ UHNW clients. * Acquire and provide financial advisory for Owner/Promoter and family, Corporate, other HNI and UHNI

  • "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

  • Develops new and expands existing High Net worth Customer relationships for liabilities. * Ensures high levels of customer service orientation and application of bank policy. Plans and conducts special sales initiatives and events for customers ...

  • Develops new and expands existing High Net worth Customer relationships for liabilities. * Ensures high levels of customer service orientation and application of bank policy. Plans and conducts special sales initiatives and events for customers ...

  • 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

  • Positon : BDM / Marketing Sal : 50k in hand Location : Andheri East Positon : BDM / Marketing Sal : 50k in hand Location : Andheri East

  • 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

  • in the Asia Pacific region Familiarity with fiduciary issues Familiarity with US and regional bank regulatory and securities law matters In-house experience supporting a global asset management business and/or alternative investments business Primary Location: India,Maharashtra,Mumbai Education: Master's

  • Offer Private Banking/ wealth management services through products like mutual funds, structured products, insurance, asset allocation, bonds and derivatives Managing relationships of super HNI clients and retaining relationships

  • 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

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