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2542 jobs found for Wealth Management

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  • Responsibilities for Premier Wealth Manager Wealth manager role is to provide consultancy and advisory services HNI clients. Identifying the risk appetite and investment horizon of the clients with the help of Customer Profiler and with the assistance of Customer Service Manager. Managing

  • Responsibilities for Premier Wealth Manager Wealth manager role is to provide consultancy and advisory services HNI clients. Identifying the risk appetite and investment horizon of the clients with the help of Customer Profiler and with the assistance of Customer Service Manager. Managing

  • Responsibilities for Premier Wealth Manager Wealth manager role is to provide consultancy and advisory services HNI clients. Identifying the risk appetite and investment horizon of the clients with the help of Customer Profiler and with the assistance of Customer Service Manager. Managing

  • 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.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.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.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 ...

  • 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

  • HNIhigh networthpbgpcg premier banking Private Banking priority banking private wealthwealth management mutual fund bank investmentportfolio securities premier wealthpremier relationship Job Type Permanent

  • in all clients portfolios 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 HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing Desired Candidate Profile: 1. Apart from qualities mentioned above candidate should have high desire to excel ...

  • Work Experience: 1 Years to 7 years Department: La Premier Salary: 4 Lac to 8 Lac + Bonus + Incentive + Reimbursement of mobile and convince . Reporting: Unit head Employee Type: Sales + Portfolio/Wealth Management Status: Full Time / On Roll Qualification: Graduation or MBA Work Location: Nehru

  • Managing the Super High Net Worth customers of the Bank Providing Financial planning & Investment Advise Profiling Customers and provide financial products to meet customer needs Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth

  • Work Experience: 1 Years to 7 years Department: La Premier Salary: 4 Lac to 8 Lac + Bonus + Incentive + Reimbursement of mobile and convince . Reporting: Unit head Employee Type: Sales + Portfolio/Wealth Management Status: Full Time / On Roll Qualification: Graduation or MBA Work Location: Nehru

  • and handling and reviewing their portfolios/ To Analyze, understand customer's 360 degree financial needs and fulfil with appropriate products. 5.Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management. 6.Selecting products

  • 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 ...

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

  • Major Deliverables: Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development ...

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