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455 jobs found for Relationship Manager - Wealth Management Delhi

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  • Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management

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

  • 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS. 4. Achieving sales target Salary - No bar for deserving

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • Formulating The Strategies To Increase Client Base. Contact all mapped clients through daily/weekly/monthly calls, regularly Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company New Client Acquisition

  • Manage relationships with High Net Worth clients with focus on New Client Acquisition & providing investment advisory through need analysis and asset allocation Sourcing new UltraHNI clients for Private Wealth Management, equity broking and Family Office. Product basket Mutual Funds, Direct

  • market. Program Description The program has been designed specifically for graduates aspiring for a growing career in Wealth Management. The Program will have specialized modules on Financial Planning, Financial Markets, Regulation, Case studies, Portfolio Management. Eligibility Criteria

  • Responsible for acquiring and managing the Corporate, Ultra HNI and HNIs in the market for investment products -mutual funds at PAN India level. Advising Corporates, HNI & Ultra HNI clients on their investments and managing their overall financial portfolios. To research, investigate and update

  • Responsible for acquiring and managing the Corporate, Ultra HNI and HNIs in the market for investment products -mutual funds at PAN India level. Advising Corporates, HNI & Ultra HNI clients on their investments and managing their overall financial portfolios. To research, investigate and update

  • Job description for the same is as follows but not limited to - 1. New client acquisition - pitching for new clients 2. Retaining existing clients (HNI & Ultra HNI clients for wealth role) 3. Maximizing revenue through sale of all liability product like Mutual funds, Insurance, IPOs, Bonds, PMS ...

  • responsible for marketing of financial products, primarily Life Insurance, health Insurance, etc. responsible for Financial Planning, Investment Planning, and Tax Planning, Insurance Planning for HNI, NRI & Corporate Clients Fresh Client Acquisition and Client Retention. Generating new business with well define target segment with continuous focus on low cost of acquisition ...

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