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925 jobs found for Relationship Manager - Wealth Management Mumbai

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  • 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

  • and outcomes within the stipulated time period. Establish, develop and maintain positive business and customer relationships. Handling key relations, servicing them, updating them on market outlook, product positioning and advising them on investment. Doing various training programs, presentation

  • of Customers allocated. Ensuring timely issuance of policies by resolving pending etc Relationship Management Render service to all allocated customers Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio. Customer Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills ...

  • Role Summary Responsible for Sales, Relationship Management and Customer Orientation & Reporting Organizational Relationships Reports to :Sales Manager Supervises :Individual Contributor Key Result Areas Key Contributions Area Details Sales Achieve the Productivity & FYP Targets Acquire Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills ...

  • Role Summary Responsible for Sales, Relationship Management and Customer Orientation & Reporting Organizational Relationships Reports to :Sales Manager Supervises :Individual Contributor Key Result Areas Key Contributions Area Details Sales Achieve the Productivity & FYP Targets Acquire Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills ...

  • Sales Achieve the Productivity & FYP Targets Acquire New Customer through following: Natural market References Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc Relationship Management Render service to all allocated

  • persistency ratio. Daily Customer orientation & reporting/ (MIS) Implement and adhere to Need Based Selling Model. Adhere to Activity management framework advised Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System ...

  • Key Skills Required: Effective and clear communication both oral and written, Persuasive & selling skills Pleasing personality Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients. End to End Client Relationship Management ...

  • Key Skills Required: Effective and clear communication both oral and written, Persuasive & selling skills Pleasing personality Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients. End to End Client Relationship Management ...

  • 1. Acquisition of customers for wealth management & retail products 2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity. 3 ...

  • 1. Acquisition of customers for wealth management & retail products 2. Generating Revenue by sales of Mutual Fund, Portfolio Management Services, Private Equity Products, Bonds, Structured Products, Life Insurance, General, Motor & Health Insurance, Loan Products, Real Estate & Direct Equity. 3 ...

  • Relationship Manager - Private Banking Equities and Private Banking Group Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships

  • Key Skills Required: Effective and clear communication - both oral and written. networking skills understanding of equity markets and other financial products Behavioral: Integrity, Ability to establish trust, and interpretative skills, Self-driven, Team Player, Ability to work under time pressure and adhere to deadlines. Technical (Software / IT related): Conversent with Neat, Bolt and Omnisys software Key Role ...

  • Post Graduate Diploma in Business Management / MBA Minimum 5 yrs. of relevant experience in Private wealth/private banking industry Principal Accountabilities: - Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals ...

  • To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets This skill will also do sales with assigned customer based mapped

  • At least ten (10) years of experience in Information Technology in Banking and Financial Services A Master Degree in Business Administration in Finance At least ten(10) years of experience in developing business solution in following domains: Investment/Asset Management

  • and outcomes within the stipulated time period. Establish, develop and maintain positive business and customer relationships. Handling key relations, servicing them, updating them on market outlook, product positioning and advising them on investment. Doing various training programs, presentation

  • excellent communication skills. Flexible to work 9 hours shift (9.30 to 6.30 PM Fixed shift ) Two weekly offs with one Fixed Sunday off and other rotational off Age not above 32 years. Job Description To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other

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