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1504 jobs found for Wealth Manager Hyderabad

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  • of the bank. Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members. Identifying new potential wealth customers through references of the existing clients and other legitimate data sources ...

  • 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 ...

  • 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 and implementation ...

  • 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 and implementation ...

  • - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; 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 ...

  • 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

  • Portfolio Review Of Existing & New Clients. Providing seamless & superior service delivery. Timely follow-up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets. Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for ...

  • 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

  • Accountabilities of the Role:- 1. Acquire HNI Customers Acquire HNI customers 2. Deepen Relationships Manage the 250 400 customers of the branch who are defined as customers with relationships greater than 1.5 lakh for Metro & Urban. And greater than 75,000 for Semi Urban and Rural. Grow the CASA

  • Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager as per the requirement. Adhering to the TALIC code

  • 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

  • We are recruiting for one of our esteemed client in Hyderabad; please find the following details regarding the same: Company: Fintech Company Job Location: Hyderabad Role: Data Modeler Position Requirements: • Provide expertise in the model creation, testing and validation. Develop

  • We are recruiting for one of our esteemed client in Hyderabad; please find the following details regarding the same: Company: Fintech Company Job Location: Hyderabad Role: Data Scientist Position Requirements: • Provide expertise on mathematical concepts for the broader applied analytics

  • We are looking for candidates from banking industry with good experience into sales/wealth/NR/HNI ...

  • US Staffing experience (with basically contact to hire requirements), C2C. 2. Ability to convert consultant on Stringent Condition. 3. Experience in placing IT Professionals in US market with direct clients. 4. Experience in recruiting US Citizens/ GCs (green card holder) and H1B, will be an added advantage. 5. work on Permanent & C2H (Contract to Hire) position. 6. Achieving Daily Submittal Targets and maintaining ...

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