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794 jobs found for Relationship Manager - Wealth Management Mumbai

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  • 1. The core task is to strategize, drive and increase wealth business. 2. Profiling Customers and provide financial products to meet customer needs 3. Formulating the strategies to increase the client base and acquisition of Institutional clients. 4. Providing advisory services into various 1. Excellent communication and negotiation skills 2. Very good interpersonal skills 3. Sales/marketing skills and ...

  • Based on your experience and company requirement you will be responsible for some/all of them. 1. Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Job Responsibilties 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

  • Responsible for fresh acquisition and maintenance of relationship with HNI clients. Responsible for acquisition of new HNI Clients.Cross selling of the Investment Products to High Net Worth Individuals. Maintaining and leveraging on the relationship with clients acquired. Individual role. (No Team

  • RELATIONSHIP MANAGER (Wealth Management)- Mutual funds, top NBFC, Mumbai (Santa Cruz West) Responsible for business development and sales for Mutual Funds, Bonds and PMS Creating a business approach that addresses customers/segment level product fitment Driving mutual fund revenue business pan

  • RELATIONSHIP MANAGER (Wealth Management)- Mutual funds, top NBFC, Mumbai (Santa Cruz West) Responsible for business development and sales for Mutual Funds, Bonds and PMS Creating a business approach that addresses customers/segment level product fitment Driving mutual fund revenue business pan

  • 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. ) He /She Should have minimum 5 year ...

  • 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 ...

  • 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 ...

  • RELATIONSHIP MANAGER (Wealth Management)- Mutual funds, top NBFC, Mumbai (Santa Cruz West) Responsible for business development and sales for Mutual Funds, Bonds and PMS Creating a business approach that addresses customers/segment level product fitment Driving mutual fund revenue business pan

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