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813 jobs found for Relationship Manager - Wealth Management Mumbai

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  • management sales staff; oversee wealth management operations and support Ability to manage relationships to improve relationship value of existing customers Ability to build and maintain long term relationships, deepening relationship and growing revenues

  • 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

  • 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, equity broking and Family Office. Product basket Mutual Funds, Direct

  • Looking for candidates who have experience as wealth Manager Candidates having experience in relationship management ...

  • There is an opening for RO/RM (Wealth Products) for a well reputed bank in Mumbai location. Interested candidates who has 2 plus years of experience in wealth products can share your Cv

  • 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

  • We are looking for Elite Wealth Manager / Relationship Manager for Mumbai location. No of Position: 5 Company profile: It is one of Indias largest retail broking houses with over 7 lakh customers and a pan-India presence at more than 1700 locations. Job Description: Understand the financial

  •  Business Bankers - Sourcing & Managing of current accounts across all industries  Trade & Forex Champs - To activate existing current accounts & acquire NTB with Trade & Forex revenue  Cross Sell asset products fund based Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management Stan ...

  • 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 ...

  • 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, equity broking and Family Office. Product basket Mutual Funds, Direct

  • Understand the financial need & risk appetite of the client & recommend suitable products like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc. Generating a minimum of 3X revenue per month Acquiring new clients per month ...

  • Expertise, Challenges status quo, . MINIMUM REQUIREMENTS • Graduate with 2 - 3 years of experience in corporate actions. • Detail Orientation Critical function. Need eye for detail and there is zero tolerance to oversight mistakes. • Strong Client Focus. Strong time management and ability to coordinate

  • Relationship Manager - Experience ( 0 - 7 )Job Description: salesQualification :B.A, B.Com, B.Sc, BBA , MBA/PGDM, PG DiplomaFunctional Area:Department :Strategic Alliances and BFLJob Location:Vellore, Bhilai, Indore, Nasik, Goa, Mumbai, Pune

  • Dear All, Subject: Urgent Need for Relationship Manager at ICAS-India (Mumbai) Please send personal message or email if interested we will get in touch with you. We are looking for a Relationship Manager preferably with 2- 3 years’ experience.Freshers may apply. Education Background: Graduate, Post

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