7 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
5 Opening(s)
4.0 Year(s) To 15.0 Year(s)
5.00 LPA TO 8.00 LPA
JOB SUMMARY
Define key responsibilities to reflect the duties and responsibilities of this role.
Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
Migrate client transactions to the digital platform
Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...
5 Opening(s)
3.0 Year(s) To 10.0 Year(s)
5.00 LPA TO 10.00 LPA
JOB SUMMARY
Define key responsibilities to reflect the duties and responsibilities of this role.
Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
Migrate client transactions to the digital platform
Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
6 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 12.00 LPA
As a Relationship Manager/Senior Relationship Manager, you will be responsible for providingpersonalized financial advice and guidance to high net worth individuals. You will play a crucial role inmanaging and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction.This is a dynamic role that requires a deep understanding of financial ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
6.00 LPA TO 7.00 LPA
POSITION :BUSINESS MANAGER-WEALTH
OVERVIEW
We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands ...